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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1176
Prosperity Consulting Group
Maryland
$1.47M -$11.9K -68 -0.8%
CWP
1177
Curated Wealth Partners
California
$1.47M +$523 +3 +0%
HFS
1178
Hopwood Financial Services
Virginia
$1.46M -$10.3K -59 -0.7%
AWA
1179
Acorn Wealth Advisors
Michigan
$1.45M -$39.1K -224 -3%
FPW
1180
Flywheel Private Wealth
California
$1.45M +$1.22K +7 +0.1%
GTAM
1181
Global Trust Asset Management
Florida
$1.44M -$1.25M -7,180 -46%
WAG
1182
Winthrop Advisory Group
Massachusetts
$1.44M -$51.4K -295 -3%
PCH
1183
PGIM Custom Harvest
New Jersey
$1.44M -$1.26M -7,208 -46%
GKWIM
1184
Gerber Kawasaki Wealth & Investment Management
California
$1.44M +$46.4K +266 +3%
GAG
1185
GM Advisory Group
New York
$1.44M +$13.3K +76 +0.9%
PWMA
1186
Pension & Wealth Management Advisors
Massachusetts
$1.44M – – –
HAM
1187
Harmony Asset Management
Arizona
$1.44M +$278K +1,595 +24%
WFM
1188
Wolff Financial Management
Michigan
$1.43M +$7.85K +45 +0.5%
PA
1189
Procyon Advisors
Connecticut
$1.43M +$9.94K +57 +0.7%
LA
1190
Lifeworks Advisors
Michigan
$1.43M -$180K -1,032 -11%
CCA
1191
Cobblestone Capital Advisors
New York
$1.43M -$209K -1,200 -13%
SFS
1192
Summit Financial Strategies
Ohio
$1.42M +$184K +1,056 +15%
RIA
1193
RPG Investment Advisory
California
$1.41M +$738K +4,231 +107%
CWS
1194
Confluence Wealth Services
Pennsylvania
$1.41M +$751K +4,309 +100%
SIM
1195
Synergy Investment Management
Florida
$1.4M -$32.6K -187 -2%
LCWP
1196
Legacy Capital Wealth Partners
Arkansas
$1.4M +$131K +754 +10%
THCM
1197
Taylor Hoffman Capital Management
Virginia
$1.4M -$15.7K -90 -1%
EWA
1198
Evolution Wealth Advisors
Florida
$1.4M +$94K +539 +7%
BA
1199
Bridgewater Advisors
New York
$1.4M +$1.46M +8,399 New
CAWM
1200
Capital Advisors Wealth Management
Washington
$1.4M +$27.2K +156 +2%
46 47
48
49 50