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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1176
Soltis Investment Advisors
Utah
$1.66M -$57.2K -316 -3%
CA
1177
Calton & Associates
Florida
$1.66M +$106K +585 +7%
SC
1178
Shuttleworth & Co
Ohio
$1.65M +$1.6M +8,838 New
CWL
1179
Causey Wealth LLC
Colorado
$1.64M -$48.9K -270 -3%
SS
1180
SBI Securities
Japan
$1.64M -$104K -575 -6%
AWP
1181
Astra Wealth Partners
New Jersey
$1.63M -$149K -822 -9%
CT
1182
Caldwell Trust
Florida
$1.63M – – –
HCM
1183
Howland Capital Management
Massachusetts
$1.63M – – –
QCG
1184
Quadrant Capital Group
Ohio
$1.62M – – –
SWP
1185
SIMA Wealth Partners
Virginia
$1.61M -$12.3K -68 -0.8%
SIMC
1186
Squire Investment Management Company
Utah
$1.6M +$249K +1,376 +19%
EFG
1187
Embree Financial Group
Illinois
$1.6M -$22.5K -124 -1%
PWM
1188
PBMares Wealth Management
Virginia
$1.59M -$12.5K -69 -0.8%
CWP
1189
Curated Wealth Partners
California
$1.59M +$362 +2 +0%
WCP
1190
Wick Capital Partners
Pennsylvania
$1.59M -$67.5K -373 -4%
SPW
1191
Sonoma Private Wealth
California
$1.58M +$156K +860 +11%
GKWIM
1192
Gerber Kawasaki Wealth & Investment Management
California
$1.58M -$53.8K -297 -3%
DWP
1193
Destiny Wealth Partners
Florida
$1.57M +$150K +827 +11%
WWA
1194
Wingate Wealth Advisors
Massachusetts
$1.57M +$4.16K +23 +0.3%
OFG
1195
Orcam Financial Group
California
$1.57M +$110K +608 +8%
CCM
1196
Colorado Capital Management
Colorado
$1.57M -$66.3K -366 -4%
LCWP
1197
Legacy Capital Wealth Partners
Arkansas
$1.57M +$181 +1 +0%
IAIM
1198
International Assets Investment Management
Florida
$1.57M – – –
FPW
1199
Flywheel Private Wealth
California
$1.56M +$1.09K +6 +0.1%
KAM
1200
KEB Asset Management
Illinois
$1.56M +$18.3K +101 +1%
46 47
48
49 50