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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
1376
Net Worth Advisory Group
Utah
$1.05M -$1.72M -9,519 -63%
TCBWMS
1377
Texas Capital Bank Wealth Management Services
Texas
$1.05M – – –
BOC
1378
Bull Oak Capital
California
$1.05M – – –
CMA
1379
Cedar Mountain Advisors
Oregon
$1.05M – – –
BFIM
1380
Beese Fulmer Investment Management
Ohio
$1.05M +$11.8K +65 +1%
BCP
1381
Berkeley Capital Partners
Georgia
$1.04M -$5.43K -30 -0.5%
CP
1382
Creekside Partners
California
$1.04M +$724 +4 +0.1%
BIA
1383
Barry Investment Advisors
Massachusetts
$1.04M -$2.54K -14 -0.3%
SIM
1384
Stratos Investment Management
Ohio
$1.04M -$25.9K -143 -3%
PFM
1385
Peak Financial Management
Massachusetts
$1.04M -$26.6K -147 -3%
AO
1386
Advisor OS
Illinois
$1.04M +$3.08K +17 +0.3%
FNT
1387
First National Trust
Pennsylvania
$1.04M +$114K +629 +13%
XPN
1388
XY Planning Network
Montana
$1.03M – – –
BMWM
1389
Brown Miller Wealth Management
Virginia
$1.03M +$57K +315 +6%
GSWM
1390
Golden State Wealth Management
California
$1.03M -$11.9K -66 -1%
CICC
1391
Capital Investment Counsel (Colorado)
Colorado
$1.03M +$56.1K +310 +6%
RRA
1392
Round Rock Advisors
Connecticut
$1.02M +$113K +626 +13%
PP
1393
Patron Partners
Texas
$1.02M -$3.62K -20 -0.4%
SFG
1394
Snider Financial Group
Washington
$1.02M +$724 +4 +0.1%
EC
1395
Estate Counselors
Wisconsin
$1.01M – – –
LA
1396
Latitude Advisors
Florida
$1.01M +$59K +326 +6%
1SB
1397
1ST Source Bank
Indiana
$1.01M +$185K +1,022 +23%
LW
1398
Libra Wealth
California
$1.01M – – –
LNWWM
1399
Laird Norton Wetherby Wealth Management
California
$1.01M +$10.9K +60 +1%
SGFG
1400
Silver Grove Financial Group
New York
$1M +$976K +5,389 New
54 55
56
57 58