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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
2501
B.O.S.S. Retirement Advisors
Utah
$228K +$209 +1 +0.1%
CW
2502
Channel Wealth
California
$227K -$28.2K -135 -11%
EWP
2503
Elevation Wealth Partners
California
$227K – – –
BFO
2504
Biltmore Family Office
North Carolina
$227K – – –
PIA
2505
Petredis Investment Advisors
Pennsylvania
$227K +$217K +1,040 New
NF
2506
Napier Financial
Massachusetts
$226K +$626 +3 +0.3%
GPWA
2507
Great Point Wealth Advisors
Massachusetts
$226K +$217K +1,037 New
MWM
2508
MBE Wealth Management
Wisconsin
$226K +$216K +1,036 New
SIG
2509
Spinnaker Investment Group
California
$225K +$216K +1,033 New
FCAS
2510
First Command Advisory Services
Texas
$225K -$4.18K -20 -2%
DWP
2511
Destiny Wealth Partners
Florida
$225K -$1.43M -6,870 -87%
HSWS
2512
Higgins & Schmidt Wealth Strategies
Colorado
$225K – – –
JWM
2513
JGP Wealth Management
Oregon
$224K +$215K +1,029 New
BA
2514
Ballast Advisors
Minnesota
$224K – – –
IC
2515
Inscription Capital
Texas
$224K +$835 +4 +0.4%
BFP
2516
Briaud Financial Planning
Texas
$224K – – –
VA
2517
Valor Advisors
Florida
$223K – – –
WC
2518
Waterloo Capital
Texas
$223K +$214K +1,023 New
CCG
2519
Ceeto Capital Group
Florida
$222K – – –
MAWA
2520
Moss Adams Wealth Advisors
Washington
$222K +$213K +1,018 New
FWM
2521
FSR Wealth Management
Illinois
$221K +$212K +1,016 New
PHWM
2522
Palatine Hill Wealth Management
Michigan
$221K +$212K +1,014 New
SAM
2523
Sherman Asset Management
California
$221K +$16.3K +78 +8%
BWM
2524
Bullock Wealth Management
Indiana
$221K +$212K +1,014 New
OFA
2525
Orographic Financial Advisors
Colorado
$220K +$204K +975 New
99 100
101
102 103