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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1176
Evolution Wealth Advisors
Florida
$962K -$34.7K -217 -3%
PBF
1177
Petix & Botte Financial
California
$961K -$16.7M -104,330 -95%
DIA
1178
Dana Investment Advisors
Wisconsin
$959K +$35.2K +220 +4%
PCS
1179
Private Client Services
Kentucky
$957K +$959 +6 +0.1%
AFM
1180
Abbot Financial Management
Massachusetts
$957K +$32K +200 +3%
TCBWMS
1181
Texas Capital Bank Wealth Management Services
Texas
$957K – – –
CCG
1182
Chatham Capital Group
Georgia
$956K +$32K +200 +3%
HNWAG
1183
High Net Worth Advisory Group
Florida
$956K +$53.5K +335 +6%
SWM
1184
Selective Wealth Management
Virginia
$955K +$28.1K +176 +3%
NG
1185
Norden Group
Utah
$953K -$3.04K -19 -0.3%
EL
1186
Essex LLC
Illinois
$953K +$949K +5,939 New
NS
1187
NBC Securities
Alabama
$944K -$77.2K -483 -8%
RIS
1188
Retirement Income Solutions
Michigan
$942K -$144K -903 -13%
PP
1189
Patron Partners
Texas
$942K +$61.5K +385 +7%
LG
1190
LAM Group
Oregon
$941K -$799 -5 -0.1%
CFS
1191
Cannon Financial Strategists
Georgia
$938K -$1.28K -8 -0.1%
FM
1192
Foster & Motley
Ohio
$938K -$72.4K -453 -7%
BIA
1193
Barry Investment Advisors
Massachusetts
$936K -$27.3K -171 -3%
EWM
1194
Elevatus Welath Management
New York
$934K +$931K +5,824 New
PFG
1195
Pinnacle Financial Group
Illinois
$932K +$95.1K +595 +11%
ACM
1196
Absolute Capital Management
Pennsylvania
$931K +$226K +1,416 +33%
UI
1197
Unconventional Investor
New Hampshire
$930K – – –
SL
1198
Sentinus LLC
Illinois
$929K +$29.4K +184 +3%
MGW
1199
MB Generational Wealth
Washington
$927K +$382K +2,390 +70%
SRC
1200
Shufro Rose & Co
New York
$924K -$167K -1,043 -15%
46 47
48
49 50