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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1351
TRUE Private Wealth Advisors
Oregon
$1.74M -$28K -134 -2%
EWA
1352
Evolution Wealth Advisors
Florida
$1.74M +$59.1K +283 +4%
AO
1353
Advisor OS
Illinois
$1.73M +$301K +1,441 +22%
PA
1354
Procyon Advisors
Connecticut
$1.73M +$214K +1,023 +15%
HA
1355
Helium Advisors
Washington
$1.72M +$8.14K +39 +0.5%
THCM
1356
Taylor Hoffman Capital Management
Virginia
$1.71M -$7.1K -34 -0.4%
GP
1357
Geneva Partners
Wisconsin
$1.71M +$72.5K +347 +5%
KAM
1358
KEB Asset Management
Illinois
$1.71M +$5.85K +28 +0.4%
4FG
1359
4Thought Financial Group
New York
$1.71M -$11.1K -53 -0.7%
ANTB
1360
AMG National Trust Bank
Colorado
$1.71M +$196K +940 +14%
HFS
1361
Hopwood Financial Services
Virginia
$1.69M -$2.92K -14 -0.2%
FP
1362
Financial Perspectives
Minnesota
$1.69M +$36.8K +176 +2%
PWS
1363
Proactive Wealth Strategies
Georgia
$1.69M -$35.1K -168 -2%
TP
1364
Trailhead Planners
Minnesota
$1.68M +$1.61M +7,723 New
RFN
1365
RDA Financial Network
Iowa
$1.68M -$11.7K -56 -0.7%
IFA
1366
Index Fund Advisors
California
$1.68M +$3.97K +19 +0.2%
WA
1367
Wealth Alliance
New York
$1.67M +$149K +714 +10%
CMAI
1368
Capital Management Associates Inc
Minnesota
$1.67M -$1.25K -6 -0.1%
CCG
1369
Chatham Capital Group
Georgia
$1.65M – – –
KA
1370
KLCM Advisors
Wisconsin
$1.64M +$125K +600 +9%
CTI
1371
Community Trust & Investment
Kentucky
$1.64M – – –
BFS
1372
BridgePort Financial Solutions
Iowa
$1.64M -$6.26K -30 -0.4%
CIAS
1373
CFS Investment Advisory Services
New Jersey
$1.64M +$25.7K +123 +2%
AWA
1374
Amplius Wealth Advisors
Pennsylvania
$1.63M +$5.22K +25 +0.3%
KLCM
1375
KG&L Capital Management
Louisiana
$1.63M +$469K +2,246 +43%
53 54
55
56 57