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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1226
Grimes & Company
Massachusetts
$1.85M -$94.2K -501 -5%
RFA
1227
Rollins Financial Advisors
New York
$1.84M -$54.4K -289 -3%
KFI
1228
Key Financial Inc
Pennsylvania
$1.83M +$45K +239 +3%
EFG
1229
Ehrlich Financial Group
California
$1.83M -$41.2K -219 -2%
IAN
1230
Integrated Advisors Network
Texas
$1.83M +$20.7K +110 +1%
BAM
1231
BOS Asset Management
Illinois
$1.83M +$2.07K +11 +0.1%
SFA
1232
Salus Financial Advisors
Colorado
$1.83M – – –
AA
1233
Armis Advisers
Georgia
$1.83M -$22.3M -118,548 -93%
TW
1234
TritonPoint Wealth
Maryland
$1.81M -$808K -4,297 -31%
AWM
1235
Accurate Wealth Management
Florida
$1.81M +$5.83K +31 +0.3%
DI
1236
Disciplined Investors
Texas
$1.81M +$27.6K +147 +2%
DWM
1237
Diversify Wealth Management
Utah
$1.8M +$160K +850 +10%
SC
1238
Scotia Capital
Ontario, Canada
$1.8M +$69.6K +370 +4%
QCG
1239
Quadrant Capital Group
Ohio
$1.8M +$138K +736 +8%
BCA
1240
Bay Capital Advisors
Virginia
$1.79M -$3.76K -20 -0.2%
CP
1241
Camelot Portfolios
Ohio
$1.79M -$431K -2,292 -20%
SFO
1242
Stokes Family Office
Louisiana
$1.78M +$1.75M +9,318 New
MBT
1243
Montecito Bank & Trust
California
$1.77M +$301K +1,600 +21%
SIMC
1244
Squire Investment Management Company
Utah
$1.76M +$125K +664 +8%
RIG
1245
RiverFront Investment Group
Virginia
$1.76M -$26K -138 -1%
BPWM
1246
Badgley Phelps Wealth Managers
Washington
$1.76M +$387K +2,060 +29%
SFS
1247
Summit Financial Strategies
Ohio
$1.76M +$159K +846 +10%
HTC
1248
Haverford Trust Company
Pennsylvania
$1.76M -$99.9K -531 -5%
PD
1249
Planning Directions
Pennsylvania
$1.75M +$40.4K +215 +2%
CI
1250
Cambiar Investors
Colorado
$1.75M +$1.11M +5,911 +182%
48 49
50
51 52