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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1226
Advocate Group
Minnesota
$1.4M – – –
LSA
1227
Lion Street Advisors
Texas
$1.4M -$462K -2,735 -26%
CAS
1228
Coppell Advisory Solutions
Texas
$1.4M +$3.21K +19 +0.2%
KLI
1229
Kelman-Lazarov Inc
Tennessee
$1.4M – – –
CAWM
1230
Capital Advisors Wealth Management
Washington
$1.4M -$30.6K -181 -2%
PCG
1231
Prosperity Consulting Group
Maryland
$1.4M -$106K -626 -7%
RGF
1232
Retirement Guys Formula
Ohio
$1.4M -$16.2K -96 -1%
WWM
1233
Woodside Wealth Management
Massachusetts
$1.39M +$6.08K +36 +0.5%
EFG
1234
Ethos Financial Group
Pennsylvania
$1.38M +$1.03M +6,093 +357%
PMFA
1235
Plante Moran Financial Advisors
Michigan
$1.38M +$153K +904 +13%
OFG
1236
Orcam Financial Group
California
$1.38M – – –
SIAS
1237
Summit Investment Advisory Services
Minnesota
$1.38M -$7.6K -45 -0.6%
First Trust Advisors
1238
First Trust Advisors
Illinois
$1.38M -$34.3K -203 -3%
IFA
1239
Index Fund Advisors
California
$1.36M -$26.9K -159 -2%
GK
1240
Graney & King
New York
$1.36M – – –
FFA
1241
Founders Financial Alliance
North Carolina
$1.36M – – –
Principal Financial Group
1242
Principal Financial Group
Iowa
$1.35M +$501K +2,968 +64%
JAG
1243
Journey Advisory Group
Kentucky
$1.35M -$76.3K -452 -6%
EWA
1244
Evolution Wealth Advisors
Florida
$1.35M -$79.4K -470 -6%
SPW
1245
Sonoma Private Wealth
California
$1.35M – – –
DWP
1246
Destiny Wealth Partners
Florida
$1.35M +$668K +3,955 +108%
MHC
1247
May Hill Capital
Massachusetts
$1.34M +$28.2K +167 +2%
VFG
1248
Victory Financial Group
Texas
$1.34M -$290K -1,718 -18%
SW
1249
Simplicity Wealth
New Jersey
$1.34M -$1.56M -9,211 -55%
BBNB
1250
Baker Boyer National Bank
Washington
$1.34M -$507 -3 -0%
48 49
50
51 52