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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1126
Advocate Group
Minnesota
$1.39M +$80.5K +481 +6%
TH
1127
Team Hewins
California
$1.39M – – –
CJ
1128
Caitlin John
Michigan
$1.38M +$86.1K +514 +7%
KWS
1129
Keystone Wealth Services
California
$1.37M +$244K +1,460 +23%
HPM
1130
Hoxton Planning & Management
West Virginia
$1.36M -$9.54K -57 -0.7%
PFG
1131
PAX Financial Group
Texas
$1.36M -$66K -394 -5%
TC
1132
TAP Consulting
Missouri
$1.36M +$14.6K +87 +1%
NG
1133
Norden Group
Utah
$1.36M +$310K +1,854 +31%
GKWIM
1134
Gerber Kawasaki Wealth & Investment Management
California
$1.35M +$505K +3,016 +64%
GGS
1135
Galvin Gaustad & Stein
Arizona
$1.35M +$43.4K +259 +3%
NDSI
1136
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M -$10.4K -62 -0.8%
EFA
1137
Evernest Financial Advisors
Indiana
$1.34M -$110K -654 -8%
SEP
1138
Southland Equity Partners
Missouri
$1.33M -$1.2M -7,191 -49%
MCM
1139
MidAtlantic Capital Management
Virginia
$1.33M +$83K +496 +7%
WMR
1140
Wealth Management Resources
Rhode Island
$1.32M +$199K +1,188 +19%
OCFG
1141
O'Connor Financial Group
Illinois
$1.32M -$247K -1,476 -16%
EWA
1142
Evolution Wealth Advisors
Florida
$1.32M +$261K +1,557 +26%
IFPL
1143
Investments & Financial Planning LLC
Kentucky
$1.32M -$4.35K -26 -0.3%
MCCP
1144
Mission Creek Capital Partners
California
$1.31M +$98.1K +586 +8%
BPFA
1145
Barnes Pettey Financial Advisors
Mississippi
$1.31M +$429K +2,561 +52%
CCM
1146
Carlson Capital Management
Minnesota
$1.3M -$48.1K -287 -4%
DAS
1147
Diversify Advisory Services
Utah
$1.28M +$20.3K +121 +2%
CF
1148
Centaurus Financial
California
$1.26M -$4.52M -26,991 -79%
PHWM
1149
Pine Harbor Wealth Management
Maryland
$1.26M -$884K -5,277 -42%
RGC
1150
Roberts, Glore & Co
Illinois
$1.26M +$9.21K +55 +0.8%
44 45
46
47 48