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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1151
Cardinal Point Capital Management
Ontario, Canada
$2.74M -$217K -1,038 -8%
SWA
1152
SOA Wealth Advisors
New York
$2.73M -$29.2K -140 -1%
PA
1153
Probity Advisors
Texas
$2.71M -$22.3K -107 -0.9%
FA
1154
Fountainhead AM
New Jersey
$2.7M -$201K -961 -7%
VAG
1155
VisionPoint Advisory Group
Texas
$2.7M -$108K -515 -4%
CSF
1156
Capital Squared Financial
Maryland
$2.69M -$110K -525 -4%
MAS
1157
Meeder Advisory Services
Ohio
$2.69M -$206K -988 -7%
PGFC
1158
Peapack-Gladstone Financial Corp
New Jersey
$2.68M -$11.9K -57 -0.5%
AZ
1159
Alpha Zero
Florida
$2.67M +$796K +3,814 +46%
FCH
1160
Freestone Capital Holdings
Washington
$2.66M +$55.8K +267 +2%
HH
1161
Hilltop Holdings
Texas
$2.66M +$398K +1,904 +18%
RF
1162
Rossby Financial
Florida
$2.65M +$657K +3,147 +34%
SWM
1163
SeaCrest Wealth Management
New York
$2.65M -$755K -3,615 -23%
PCH
1164
PGIM Custom Harvest
New Jersey
$2.65M +$911K +4,363 +56%
ZWA
1165
Zinnia Wealth Advisory
Florida
$2.64M -$707K -3,386 -22%
ACA
1166
AllStreet Capital Advisors
California
$2.63M +$157K +754 +7%
RFA
1167
RTD Financial Advisors
Pennsylvania
$2.63M -$87.3K -418 -3%
PWS
1168
Precision Wealth Strategies
Missouri
$2.62M -$91K -436 -3%
BHWM
1169
Beaird Harris Wealth Management
Texas
$2.62M -$20.9K -100 -0.8%
SLWM
1170
Stone Loft Wealth Management
Pennsylvania
$2.61M -$9.4K -45 -0.4%
TCOV
1171
Trust Company of Vermont
Vermont
$2.61M +$2.5M +11,989 New
SPWM
1172
Smith Partners Wealth Management
North Carolina
$2.61M -$791K -3,788 -24%
LIA
1173
Lynx Investment Advisory
District of Columbia
$2.61M +$1.85M +8,837 +280%
CIM
1174
Cambria Investment Management
California
$2.61M +$149K +715 +6%
CIA
1175
Choate Investment Advisors
Massachusetts
$2.6M +$73.9K +354 +3%
45 46
47
48 49