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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2501
MeadowBrook Investment Advisors
Michigan
$181K – – –
TFA
2502
Toth Financial Advisory
Virginia
$171K +$174K +871 New
BH
2503
Burk Holdings
Oklahoma
$166K +$169K +845 New
FFL
2504
Financial Freedom LLC
Ohio
$163K +$601 +3 +0.4%
FNWA
2505
Financial Network Wealth Advisors
Utah
$162K – – –
CHC
2506
City Holding Co
West Virginia
$158K +$11.8K +59 +8%
BDPWM
2507
Barnes Dennig Private Wealth Management
Ohio
$156K +$26.2K +131 +20%
CMP
2508
Coston McIsaac & Partners
Maine
$155K +$601 +3 +0.4%
CFM
2509
Cornerstone Financial Management
Massachusetts
$154K – – –
VWA
2510
Valued Wealth Advisors
Utah
$154K – – –
EWM
2511
EPG Wealth Management
Georgia
$152K +$601 +3 +0.4%
WWM
2512
Wolff Wiese Magana
California
$150K -$15K -75 -9%
JWM
2513
JPL Wealth Management
Colorado
$148K +$151K +756 New
AG
2514
AmeriFlex Group
Nevada
$145K -$47.7K -238 -24%
PWM
2515
Provident Wealth Management
Tennessee
$140K – – –
PB
2516
Prosperity Bancshares
Texas
$139K +$25.8K +129 +22%
WA
2517
Walsh & Associates
Florida
$138K – – –
AWM
2518
Aberdeen Wealth Management
Illinois
$137K – – –
GWM
2519
Gilpin Wealth Management
Colorado
$137K -$80.7K -403 -37%
MFC
2520
Morris Financial Concepts
South Carolina
$137K -$5.61K -28 -4%
CFO
2521
Capitol Family Office
Oregon
$137K – – –
PUI
2522
Purpose Unlimited Inc
$136K +$139K +695 New
VR
2523
Vision Retirement
New Jersey
$135K +$63.7K +318 +86%
PPC
2524
Park Place Capital
Alabama
$134K +$801 +4 +0.6%
TPWA
2525
Twin Peaks Wealth Advisors
California
$132K +$135K +674 New
99 100
101
102 103