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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2526
Spinnaker Investment Group
California
$225K +$216K +1,033 New
FCAS
2527
First Command Advisory Services
Texas
$225K -$4.18K -20 -2%
DWP
2528
Destiny Wealth Partners
Florida
$225K -$1.43M -6,870 -87%
HSWS
2529
Higgins & Schmidt Wealth Strategies
Colorado
$225K – – –
JWM
2530
JGP Wealth Management
Oregon
$224K +$215K +1,029 New
BA
2531
Ballast Advisors
Minnesota
$224K – – –
IC
2532
Inscription Capital
Texas
$224K +$835 +4 +0.4%
BFP
2533
Briaud Financial Planning
Texas
$224K – – –
VA
2534
Valor Advisors
Florida
$223K – – –
WC
2535
Waterloo Capital
Texas
$223K +$214K +1,023 New
CCG
2536
Ceeto Capital Group
Florida
$222K – – –
MAWA
2537
Moss Adams Wealth Advisors
Washington
$222K +$213K +1,018 New
FWM
2538
FSR Wealth Management
Illinois
$221K +$212K +1,016 New
PHWM
2539
Palatine Hill Wealth Management
Michigan
$221K +$212K +1,014 New
SAM
2540
Sherman Asset Management
California
$221K +$16.3K +78 +8%
BWM
2541
Bullock Wealth Management
Indiana
$221K -$26.3K -126 -11%
OFA
2542
Orographic Financial Advisors
Colorado
$220K +$204K +975 New
AWM
2543
Activest Wealth Management
Florida
$220K +$184K +880 +682%
SFG
2544
SevenBridge Financial Group
Pennsylvania
$220K +$204K +979 New
WFS
2545
WealthGarden F.S.
California
$219K +$209K +1,003 New
ECAM
2546
East Coast Asset Management
Massachusetts
$218K +$209K +1,002 New
GFP
2547
Gryphon Financial Partners
Ohio
$218K +$209K +1,002 New
VIA
2548
Vickerman Investment Advisors
Washington
$218K +$209K +1,001 New
PWM
2549
Peak Wealth Management
New Hampshire
$217K -$7.31K -35 -3%
CT
2550
Clearstead Trust
Maine
$217K -$13.6K -65 -6%
100 101
102
103 104