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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
Accurate Wealth Management
Florida
$1.55M +$37.5K +222 +3%
ACM
1177
Absolute Capital Management
Pennsylvania
$1.55M +$198K +1,175 +16%
GKWIM
1178
Gerber Kawasaki Wealth & Investment Management
California
$1.55M +$75.8K +449 +5%
CT
1179
Caldwell Trust
Florida
$1.55M – – –
HCM
1180
Howland Capital Management
Massachusetts
$1.54M -$60K -355 -4%
AG
1181
AmeriFlex Group
Nevada
$1.54M -$165K -977 -10%
DI
1182
Disciplined Investors
Texas
$1.54M -$25K -148 -2%
TSWM
1183
Tyler-Stone Wealth Management
Ohio
$1.54M +$324K +1,918 +28%
EFG
1184
Embree Financial Group
Illinois
$1.54M – – –
CFA
1185
Camarda Financial Advisors
Florida
$1.53M +$371K +2,197 +34%
SWP
1186
SIMA Wealth Partners
Virginia
$1.53M -$432K -2,559 -23%
QCG
1187
Quadrant Capital Group
Ohio
$1.53M -$64.9K -384 -4%
CWS
1188
Confluence Wealth Services
Pennsylvania
$1.53M +$9.63K +57 +0.7%
RFN
1189
RDA Financial Network
Iowa
$1.53M -$4.22K -25 -0.3%
RCI
1190
RS Crum Inc
California
$1.52M +$135K +800 +10%
PCH
1191
PGIM Custom Harvest
New Jersey
$1.52M +$50K +296 +4%
NG
1192
Norden Group
Utah
$1.52M -$194K -1,151 -12%
HTC
1193
Haverford Trust Company
Pennsylvania
$1.52M -$20.9K -124 -1%
PWM
1194
PBMares Wealth Management
Virginia
$1.52M -$113K -669 -7%
CWP
1195
Curated Wealth Partners
California
$1.5M – – –
BA
1196
Bridgewater Advisors
New York
$1.5M -$12.2K -72 -0.9%
HFS
1197
Hopwood Financial Services
Virginia
$1.5M – – –
RMDI
1198
R.M. Davis Inc
Maine
$1.49M -$72.6K -430 -5%
PWMA
1199
Pension & Wealth Management Advisors
Massachusetts
$1.49M +$24.5K +145 +2%
RIA
1200
Regal Investment Advisors
Michigan
$1.49M +$495K +2,928 +53%
46 47
48
49 50