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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1301
Lifeworks Advisors
Michigan
$1.68M -$252K -1,259 -13%
AWP
1302
Astra Wealth Partners
New Jersey
$1.67M -$20.8K -104 -1%
CWP
1303
Curated Wealth Partners
California
$1.67M +$400 +2 +0%
RMDI
1304
R.M. Davis Inc
Maine
$1.66M -$54.7K -273 -3%
LCWP
1305
Legacy Capital Wealth Partners
Arkansas
$1.65M -$3K -15 -0.2%
GKWIM
1306
Gerber Kawasaki Wealth & Investment Management
California
$1.65M -$11.8K -59 -0.7%
FPW
1307
Flywheel Private Wealth
California
$1.65M +$1.2K +6 +0.1%
WWA
1308
Wingate Wealth Advisors
Massachusetts
$1.65M -$2.6K -13 -0.2%
AZ
1309
Alpha Zero
Florida
$1.64M -$118K -590 -7%
WFM
1310
Wolff Financial Management
Michigan
$1.64M +$11.8K +59 +0.7%
CT
1311
Caldwell Trust
Florida
$1.64M -$79.7K -398 -5%
BIM
1312
Bridges Investment Management
Nebraska
$1.63M -$304K -1,516 -15%
DAS
1313
Daybright Advisory Services
Florida
$1.62M +$97.3K +486 +6%
SFWA
1314
Summit Financial Wealth Advisors
Louisiana
$1.62M -$32.4K -162 -2%
SWASL
1315
Spartan Wealth Advisory Services LLC
Michigan
$1.62M +$1.65M +8,244 New
BP
1316
BBR Partners
New York
$1.62M +$29.8K +149 +2%
MFF
1317
Michels Family Financial
Texas
$1.62M -$24.4K -122 -1%
AIA
1318
Allied Investment Advisors
Montana
$1.61M +$123K +612 +8%
EFG
1319
Embree Financial Group
Illinois
$1.61M +$2.8K +14 +0.2%
RCI
1320
RS Crum Inc
California
$1.61M – – –
WB
1321
WesBanco Bank
West Virginia
$1.61M -$32.6K -163 -2%
EFA
1322
Englebert Financial Advisers
Pennsylvania
$1.6M +$469K +2,340 +40%
SIA
1323
Soltis Investment Advisors
Utah
$1.6M -$72.1K -360 -4%
BPWM
1324
Badgley Phelps Wealth Managers
Washington
$1.6M -$211K -1,056 -11%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$1.6M +$255K +1,272 +19%
51 52
53
54 55