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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1276
SIMA Wealth Partners
Virginia
$1.65M +$940 +5 +0.1%
FA
1277
Fiduciary Alliance
South Carolina
$1.64M +$267K +1,421 +20%
KWS
1278
Keystone Wealth Services
California
$1.63M -$83.9K -446 -5%
SIA
1279
Soltis Investment Advisors
Utah
$1.63M -$69.2K -368 -4%
CWP
1280
Curated Wealth Partners
California
$1.63M +$752 +4 +0%
DWP
1281
Destiny Wealth Partners
Florida
$1.62M -$48.9K -260 -3%
GKWIM
1282
Gerber Kawasaki Wealth & Investment Management
California
$1.62M -$188 -1 -0%
CWL
1283
Causey Wealth LLC
Colorado
$1.61M -$68.3K -363 -4%
LCWP
1284
Legacy Capital Wealth Partners
Arkansas
$1.61M +$1.32K +7 +0.1%
GAA
1285
Guardian Asset Advisors
Pennsylvania
$1.61M +$48.3K +257 +3%
SFWA
1286
Summit Financial Wealth Advisors
Louisiana
$1.61M +$54.7K +291 +4%
WWA
1287
Wingate Wealth Advisors
Massachusetts
$1.6M -$7.9K -42 -0.5%
FPW
1288
Flywheel Private Wealth
California
$1.6M +$2.26K +12 +0.1%
OFG
1289
Orcam Financial Group
California
$1.6M -$9.59K -51 -0.6%
WB
1290
WesBanco Bank
West Virginia
$1.6M +$168K +891 +12%
MFF
1291
Michels Family Financial
Texas
$1.6M +$36.7K +195 +2%
PWMA
1292
Pension & Wealth Management Advisors
Massachusetts
$1.59M – – –
MCM
1293
MidAtlantic Capital Management
Virginia
$1.58M +$49.1K +261 +3%
WFM
1294
Wolff Financial Management
Michigan
$1.58M +$22.6K +120 +1%
CA
1295
Calton & Associates
Florida
$1.58M -$116K -617 -7%
CLP
1296
Charis Legacy Partners
Texas
$1.58M -$281K -1,493 -15%
CAWM
1297
Capital Advisors Wealth Management
Washington
$1.58M -$4.7K -25 -0.3%
RCI
1298
RS Crum Inc
California
$1.57M -$18.8K -100 -1%
EFG
1299
Embree Financial Group
Illinois
$1.57M -$70.7K -376 -4%
TCOV
1300
Trust Company of Vermont
Vermont
$1.56M +$54.5K +290 +4%
50 51
52
53 54