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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1426
Breakwater Investment Management
Washington
$1.15M +$166K +883 +17%
GM
1427
GeoWealth Management
Illinois
$1.15M -$233K -1,237 -17%
FSA
1428
Fort Sheridan Advisors
Illinois
$1.15M +$17.1K +91 +2%
AAG
1429
Asset Advisory Group
New Jersey
$1.15M +$1.13M +5,994 New
BAM
1430
Brave Asset Management
New Jersey
$1.14M +$15.2K +81 +1%
UI
1431
Unconventional Investor
New Hampshire
$1.14M +$11.5K +61 +1%
CFS
1432
Cannon Financial Strategists
Georgia
$1.14M +$23.3K +124 +2%
TCOT
1433
Trust Company of Toledo
Ohio
$1.14M +$52.7K +280 +5%
TFA
1434
Transamerica Financial Advisors
Florida
$1.14M +$359K +1,908 +47%
CCA
1435
Checchi Capital Advisers
California
$1.13M +$940 +5 +0.1%
KLCM
1436
KG&L Capital Management
Louisiana
$1.13M +$119K +634 +12%
DCU
1437
Dara Capital US
Florida
$1.13M +$1.11M +5,905 New
RK
1438
Rather & Kittrell
Tennessee
$1.13M – – –
HSG
1439
Helen Stephens Group
Texas
$1.13M – – –
KFP
1440
Keener Financial Planning
Texas
$1.12M +$13K +69 +1%
EFG
1441
Elevated Financial Group
Indiana
$1.12M +$1.1M +5,852 New
EFA
1442
Englebert Financial Advisers
Pennsylvania
$1.11M +$1.1M +5,833 New
BCWM
1443
Bartlett & Co Wealth Management
Ohio
$1.11M +$752 +4 +0.1%
BWS
1444
Buck Wealth Strategies
Colorado
$1.11M -$202K -1,073 -16%
BGA
1445
Battery Global Advisors
Massachusetts
$1.11M -$458K -2,433 -40%
CWM
1446
Copia Wealth Management
Oregon
$1.11M -$20.7K -110 -2%
SEP
1447
Southland Equity Partners
Missouri
$1.11M +$9.97K +53 +0.9%
GHA
1448
Good Harbor Advisors
Massachusetts
$1.11M +$1.09M +5,792 New
MGW
1449
MB Generational Wealth
Washington
$1.1M – – –
NS
1450
NBC Securities
Alabama
$1.1M -$163K -865 -13%
56 57
58
59 60