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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EAMA
1126
EFG Asset Management (Americas)
Florida
$817K – – –
AWM
1127
Atticus Wealth Management
Florida
$814K +$287 +2 +0%
MPW
1128
Monterey Private Wealth
California
$813K +$5.59K +39 +0.7%
LG
1129
LAM Group
Oregon
$811K -$276K -1,925 -25%
FT
1130
Fiduciary Trust
Massachusetts
$810K -$16.3K -114 -2%
LWM
1131
Laidlaw Wealth Management
New York
$809K -$834K -5,818 -50%
HIS
1132
Horizon Investment Services
Indiana
$807K +$23.1K +161 +3%
MAS
1133
Meeder Advisory Services
Ohio
$804K +$467K +3,261 +127%
GAM
1134
Gould Asset Management
California
$803K -$14.2K -99 -2%
RFP
1135
Root Financial Partners
California
$802K +$189K +1,317 +29%
CCG
1136
Chatham Capital Group
Georgia
$801K -$266K -1,860 -24%
FM
1137
Foster & Motley
Ohio
$801K – – –
TC
1138
Trilogy Capital
California
$800K -$19.1K -133 -2%
IFAM
1139
Institutional & Family Asset Management
Colorado
$798K +$3.58K +25 +0.4%
BAM
1140
Brave Asset Management
New Jersey
$796K -$8.02K -56 -1%
TCBWMS
1141
Texas Capital Bank Wealth Management Services
Texas
$792K +$143 +1 +0%
NB
1142
Northwest Bancshares
Pennsylvania
$791K – – –
B
1143
Bridgeworth
Alabama
$791K -$54.7K -382 -6%
RFN
1144
Redwood Financial Network
Ohio
$789K -$2.15K -15 -0.3%
WEG
1145
World Equity Group
Illinois
$788K +$376K +2,621 +85%
WCM
1146
Windsor Capital Management
Arizona
$787K -$287 -2 -0%
AWA
1147
Archvest Wealth Advisors
California
$787K +$307K +2,145 +60%
CCA
1148
Cobblestone Capital Advisors
New York
$786K -$103K -717 -11%
CFS
1149
CGC Financial Services
Oregon
$785K – – –
WPW
1150
Watershed Private Wealth
Illinois
$781K +$191K +1,334 +31%
44 45
46
47 48