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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1551
CWC Advisors
Oregon
$1.14M +$43.2K +207 +4%
OBWG
1552
Onyx Bridge Wealth Group
New York
$1.14M +$34.5K +165 +3%
SWP
1553
Summit Wealth Partners
Florida
$1.13M +$101K +483 +10%
TA
1554
TFB Advisors
Kansas
$1.13M +$56.8K +272 +6%
AC
1555
Annandale Capital
Texas
$1.13M -$15.5K -74 -1%
SPWG
1556
Syntegra Private Wealth Group
Missouri
$1.13M +$296K +1,416 +38%
GCP
1557
Guardian Capital (Pennsylvania)
Pennsylvania
$1.13M -$302K -1,448 -22%
IF
1558
Intrua Financial
Texas
$1.13M -$62.9K -301 -6%
RIS
1559
Retirement Income Solutions
Michigan
$1.12M – – –
LFA
1560
Longview Financial Advisors
Alabama
$1.12M +$209 +1 +0%
SWP
1561
Sagespring Wealth Partners
Tennessee
$1.12M +$56.2K +269 +6%
CWM
1562
Copia Wealth Management
Oregon
$1.12M -$13.6K -65 -1%
BWA
1563
Basecamp Wealth Advisors
Washington
$1.12M – – –
RIS
1564
Richmond Investment Services
Wisconsin
$1.12M -$1.33M -6,375 -55%
BMWM
1565
Brown Miller Wealth Management
Virginia
$1.12M -$86.2K -413 -7%
FA
1566
FC Advisory
Pennsylvania
$1.11M +$835 +4 +0.1%
AFO
1567
Aurelius Family Office
New Hampshire
$1.11M +$36.1K +173 +4%
CIM
1568
Corda Investment Management
Texas
$1.11M -$102K -487 -9%
SWP
1569
Strategic Wealth Partners
Ohio
$1.11M +$39.7K +190 +4%
ECM
1570
Elgethun Capital Management
South Dakota
$1.11M -$6.06K -29 -0.6%
SAM
1571
Smith Asset Management
Florida
$1.11M -$4.18K -20 -0.4%
PFM
1572
Peak Financial Management
Massachusetts
$1.11M -$40.1K -192 -4%
TFA
1573
TrustWell Financial Advisors
Florida
$1.1M +$14.6K +70 +1%
AP
1574
Anchyra Partners
Georgia
$1.1M – – –
OWA
1575
Oak Wealth Advisors
Illinois
$1.1M -$47.8K -229 -4%
61 62
63
64 65