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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1676
One Wealth Advisors
California
$736K – – –
RIA
1677
RPG Investment Advisory
California
$734K +$17.7K +94 +3%
KCPG
1678
Kavar Capital Partners Group
Kansas
$728K +$188 +1 +0%
XSC
1679
X-Square Capital
Puerto Rico
$728K -$141K -750 -16%
SPA
1680
Sentinel Pension Advisors
Massachusetts
$727K +$19.9K +106 +3%
BRIA
1681
Balanced Rock Investment Advisors
Massachusetts
$724K +$1.32K +7 +0.2%
FB
1682
Finward Bancorp
Indiana
$724K +$30.7K +163 +4%
NS
1683
Northland Securities
Minnesota
$721K +$710K +3,775 New
SPWG
1684
Syntegra Private Wealth Group
Missouri
$721K +$45.1K +240 +7%
HPIA
1685
Hamilton Point Investment Advisors
North Carolina
$720K -$49.3K -262 -6%
AW
1686
Apricus Wealth
South Carolina
$719K -$4.7K -25 -0.7%
TCPW
1687
Twin City Private Wealth
North Carolina
$718K -$84.3K -448 -11%
KCA
1688
Kastel Capital Advisors
Massachusetts
$717K +$706K +3,754 New
TCBWMS
1689
Texas Capital Bank Wealth Management Services
Texas
$717K -$351K -1,866 -33%
IAG
1690
Investmark Advisory Group
Connecticut
$716K +$6.39K +34 +0.9%
JFGLC
1691
Johnson Financial Group LLC (Colorado)
Colorado
$715K +$704K +3,743 New
LCAM
1692
London & Capital Asset Management
United Kingdom
$715K +$704K +3,742 New
LPP
1693
Life Planning Partners
Florida
$711K +$188 +1 +0%
MIAS
1694
Mason Investment Advisory Services
Virginia
$708K -$9.97K -53 -1%
AIP
1695
Ameritas Investment Partners
Nebraska
$705K +$31K +165 +5%
TP
1696
Thayer Partners
Pennsylvania
$705K +$694K +3,690 New
CFP
1697
Cypress Financial Planning
New Jersey
$704K +$467K +2,483 +208%
AIS
1698
Accredited Investor Services
Minnesota
$703K -$3.76K -20 -0.5%
GS
1699
GWN Securities
Florida
$703K +$65.3K +347 +10%
RCP
1700
Rothschild Capital Partners
New York
$702K -$227K -1,206 -25%
66 67
68
69 70