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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
201
Sawgrass Asset Management
Florida
$3.62M – – –
NWM
202
Northwest Wealth Management
Iowa
$3.59M +$59.8K +571 +2%
CF
203
Corrigan Financial
Rhode Island
$3.54M +$1.05K +10 +0%
HCC
204
Hirtle Callaghan & Co
Pennsylvania
$3.52M +$958K +9,147 +37%
PFA
205
Paradigm Financial Advisors
Missouri
$3.49M +$161K +1,535 +5%
GRP
206
Global Retirement Partners
California
$3.46M +$180K +1,723 +5%
DWM
207
Destination Wealth Management
California
$3.44M -$10.8K -103 -0.3%
FC
208
Forte Capital
New York
$3.43M +$5.24K +50 +0.2%
BC
209
Burney Company
Virginia
$3.43M +$162K +1,548 +5%
KA
210
Kovack Advisors
Florida
$3.3M -$162K -1,546 -5%
AWM
211
AE Wealth Management
Kansas
$3.24M +$1.59M +15,171 +95%
TIM
212
Tortoise Investment Management
New York
$3.2M +$149K +1,421 +5%
ABC
213
Associated Banc-Corp
Wisconsin
$3.19M +$163K +1,561 +5%
KLI
214
Kelman-Lazarov Inc
Tennessee
$3.17M -$57.6K -550 -2%
LFG
215
LifePlan Financial Group
Ohio
$3.16M -$30.7K -293 -1%
RIA
216
Regal Investment Advisors
Michigan
$3.1M -$1.99M -18,989 -39%
KFGK
217
Keystone Financial Group (Kentucky)
Kentucky
$3.03M +$280K +2,671 +10%
MSA
218
Marino Stram & Associates
Massachusetts
$3.03M +$1.05M +10,040 +55%
ASN
219
Advisory Services Network
Georgia
$3.01M +$104K +992 +4%
BP
220
Ballentine Partners
Massachusetts
$2.98M – – –
AB
221
Atlas Brown
Kentucky
$2.94M -$138K -1,314 -5%
PA
222
Probity Advisors
Texas
$2.93M -$14.3K -137 -0.5%
WLIM
223
White Lighthouse Investment Management
Massachusetts
$2.92M +$37.9K +362 +1%
RWP
224
RWA Wealth Partners
Massachusetts
$2.9M -$236K -2,257 -7%
SWM
225
Segment Wealth Management
Texas
$2.89M – – –
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