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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1226
Curtis Advisory Group
California
$633K -$5.01K -35 -0.8%
KSWA
1227
Kathleen S. Wright Associates
Pennsylvania
$630K – – –
CCA
1228
Conservest Capital Advisors
Pennsylvania
$630K – – –
ACM
1229
Advance Capital Management
Michigan
$629K -$12.3K -86 -2%
AMM
1230
American Money Management
California
$629K +$7.16K +50 +1%
IAG
1231
Investmark Advisory Group
Connecticut
$627K +$2.58K +18 +0.4%
SWP
1232
Summit Wealth Partners
Florida
$625K +$263K +1,835 +68%
LFA
1233
Legacy Financial Advisors
Kentucky
$624K +$271K +1,888 +72%
OBWG
1234
Onyx Bridge Wealth Group
New York
$620K -$78.2K -546 -11%
BFIM
1235
Beese Fulmer Investment Management
Ohio
$618K +$1.58K +11 +0.2%
FFA
1236
Founders Financial Alliance
North Carolina
$614K – – –
LCWP
1237
Legacy Capital Wealth Partners
Arkansas
$610K -$2.92M -20,389 -82%
IWP
1238
Icon Wealth Partners
Texas
$608K +$860 +6 +0.1%
IFWM
1239
Institute for Wealth Management
Colorado
$608K -$28.1K -196 -4%
BWA
1240
BlueSky Wealth Advisors
North Carolina
$606K +$28.2K +197 +5%
RIA
1241
RPG Investment Advisory
California
$605K – – –
SHFA
1242
SC&H Financial Advisors
Maryland
$604K +$2.44K +17 +0.4%
ACM
1243
Allred Capital Management
Texas
$602K +$2.01K +14 +0.3%
NCM
1244
NCM Capital Management
New Jersey
$602K – – –
1WM
1245
1900 Wealth Management
Texas
$597K +$18.2K +127 +3%
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
$593K +$13K +91 +2%
DA
1247
Detalus Advisors
Missouri
$591K +$4.44K +31 +0.7%
HW
1248
Hancock Whitney
Mississippi
$584K -$5.01K -35 -0.8%
BBNA
1249
Bremer Bank National Association
Minnesota
$582K – – –
ANTB
1250
AMG National Trust Bank
Colorado
$581K +$1.72K +12 +0.3%
48 49
50
51 52