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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
201
Stephens Inc
Arkansas
$30.5M +$1.26M +9,061 +4%
AA
202
ALPS Advisors
Colorado
$29.6M -$20.8K -150 -0.1%
KPWS
203
Kestra Private Wealth Services
Texas
$29.4M +$3.78M +27,184 +15%
TPW
204
TL Private Wealth
Texas
$29.3M +$223K +1,608 +0.8%
OPAM
205
Ocean Park Asset Management
California
$29.2M +$83.9K +604 +0.3%
T
206
TrueFG
Texas
$29.1M +$493K +3,551 +2%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$29M +$1.55M +11,184 +6%
RCG
208
Regatta Capital Group
California
$28.5M +$1.2M +8,607 +4%
JCM
209
Jacobsen Capital Management
Utah
$28.1M -$5.82M -41,912 -18%
AAP
210
Arax Advisory Partners
Colorado
$28M -$2.11M -15,194 -7%
MMA
211
Miracle Mile Advisors
California
$27.9M -$6.82M -49,124 -20%
FPIS
212
Financial Planning & Information Services
Wisconsin
$27.7M +$713K +5,137 +3%
LWM
213
Ledge Wealth Management
Minnesota
$27.5M +$199K +1,431 +0.7%
FOFP
214
Fee-Only Financial Planning
South Carolina
$26.2M -$125K -899 -0.5%
TPCW
215
TD Private Client Wealth
New York
$26M +$643K +4,628 +3%
DC
216
Davenport & Co
Virginia
$26M +$2.79M +20,061 +12%
MWM
217
MTC Wealth Management
Florida
$25.9M +$1.09M +7,852 +4%
EC
218
Estate Counselors
Wisconsin
$25.8M +$19.1M +137,305 +308%
SC
219
Stephens Consulting
Michigan
$25.4M +$2.28M +16,392 +10%
NFW
220
Noble Family Wealth
Florida
$25.4M +$448K +3,223 +2%
CWA
221
Cornerstone Wealth Advisors
Minnesota
$24.9M +$23.1K +166 +0.1%
NL
222
NWAM LLC
Washington
$24.7M +$12M +86,612 +99%
MAM
223
Meeder Asset Management
Ohio
$24.7M +$5.97M +43,014 +33%
CFD
224
Creative Financial Designs
Indiana
$24.3M -$2.22M -15,990 -9%
SIM
225
Studio Investment Management
Illinois
$23.9M +$1.74M +12,553 +8%
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