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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1801
Fortis Capital Management
Washington
$419K – – –
RIA
1802
Realta Investment Advisors
Delaware
$418K +$162K +960 +68%
LWA
1803
Lantern Wealth Advisors
New York
$417K +$44.9K +266 New
AWM
1804
Austin Wealth Management
Texas
$415K -$1.35K -8 -0.3%
GPW
1805
Genesis Private Wealth
Virginia
$414K +$1.69K +10 +0.4%
SWA
1806
SFMG Wealth Advisors
Texas
$414K +$72.8K +431 +23%
NW
1807
Naviter Wealth
Arkansas
$410K – – –
C1AG
1808
Client 1st Advisory Group
Florida
$410K – – –
FCBT
1809
First Citizens Bank & Trust
North Carolina
$410K +$25K +148 +7%
CFG
1810
Cornerstone Financial Group
Nebraska
$409K – – –
ASBI
1811
American State Bank (Iowa)
Iowa
$408K +$181K +1,073 +87%
SW
1812
Solidarity Wealth
Utah
$407K – – –
TWP
1813
Triad Wealth Partners
Kansas
$407K +$389K +2,303 New
OC
1814
Oakworth Capital
Alabama
$404K – – –
SIMG
1815
Sonora Investment Management Group
Arizona
$403K +$167K +988 +76%
SFG
1816
Synergy Financial Group
California
$402K -$5.57K -33 -1%
FCIM
1817
Fairview Capital Investment Management
California
$402K – – –
IWP
1818
Innova Wealth Partners
Pennsylvania
$401K – – –
PIA
1819
Panoramic Investment Advisors
Colorado
$400K +$382K +2,262 New
HWM
1820
Horizon Wealth Management
Illinois
$399K -$5.24K -31 -1%
CF
1821
Convergence Financial
Missouri
$399K +$27.5K +163 +8%
SC
1822
Schoolcraft Capital
Colorado
$397K -$4.39K -26 -1%
TWG
1823
The Wealth Group
Minnesota
$397K -$3.38K -20 -0.9%
ACM
1824
Avalon Capital Management
California
$396K +$118K +698 +45%
AAG
1825
Armstrong Advisory Group
Massachusetts
$395K +$82.4K +488 +28%
71 72
73
74 75