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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
201
Simplicity Solutions
Minnesota
$8.15M +$1.33M +13,545 +20%
PI
202
PFS Investments
Georgia
$8.09M +$7.97M +81,241 New
GSIS
203
Global Strategic Investment Solutions
Arizona
$8.07M -$184K -1,874 -2%
APC
204
Aspire Private Capital
North Carolina
$8.02M +$662K +6,749 +9%
FVWA
205
Foster Victor Wealth Advisors
South Carolina
$7.84M +$7.72M +78,709 New
LNC
206
Lincoln National Corp
Pennsylvania
$7.73M +$65.5K +668 +0.9%
MSA
207
Marino Stram & Associates
Massachusetts
$7.72M +$1.04M +10,565 +16%
SIC
208
Sigma Investment Counselors
Michigan
$7.58M +$514K +5,239 +7%
CS
209
Comerica Securities
Michigan
$7.54M +$91.5K +933 +1%
KFGK
210
Keystone Financial Group (Kentucky)
Kentucky
$7.52M -$1.1M -11,253 -13%
SWM
211
SVA Wealth Management
Wisconsin
$7.49M -$157K -1,603 -2%
AWM
212
Avior Wealth Management
Nebraska
$7.49M +$2.15M +21,890 +41%
NAS
213
Nicolet Advisory Services
Wisconsin
$7.46M -$1.54M -15,727 -17%
ECM
214
ExodusPoint Capital Management
New York
$7.45M +$7.34M +74,800 New
AWM
215
Apollon Wealth Management
South Carolina
$7.43M +$6.92M +70,568 +1,738%
TNB
216
TCF National Bank
South Dakota
$7.43M +$4.24M +43,207 +182%
PFA
217
Paradigm Financial Advisors
Missouri
$7.32M -$194K -1,976 -3%
PP
218
Paloma Partners
Connecticut
$7.22M +$7.11M +72,503 New
WLIM
219
White Lighthouse Investment Management
Massachusetts
$7.09M +$1.91M +19,475 +38%
CWM
220
Cornerstone Wealth Management
Missouri
$7.04M -$598K -6,098 -8%
MW
221
Marcum Wealth
Ohio
$7.02M +$2.82M +28,698 +69%
NEWAS
222
N.E.W. Advisory Services
Wisconsin
$6.98M +$6.88M +70,079 New
AWA
223
Arete Wealth Advisors
Illinois
$6.97M +$8.54K +87 +0.1%
RZH
224
Relyea Zuckerberg Hanson
Connecticut
$6.94M +$1.37M +13,973 +25%
PWAC
225
Private Wealth Advisors (California)
California
$6.9M -$2.7M -27,550 -28%
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