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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2526
Physician Wealth Advisors
Utah
$85K -$188 -1 -0.2%
KB
2527
Kimelman & Baird
New York
$84.2K -$37.6K -200 -31%
1CP
2528
1015 Capital Partners
Pennsylvania
$82.9K +$81.6K +434 New
GWM
2529
Grand Wealth Management
Michigan
$82.9K – – –
MSFP
2530
Mark Sheptoff Financial Planning
Connecticut
$82.4K -$42.3K -225 -34%
PIS
2531
POM Investment Strategies
North Carolina
$79.5K -$32K -170 -29%
RMC
2532
Resources Management Corp
Connecticut
$79K – – –
EPIMS
2533
Evelyn Partners Investment Management Services
$78.3K +$77.1K +410 New
MTIC
2534
Missouri Trust & Investment Company
Missouri
$73.7K – – –
IIM
2535
IFC & Insurance Marketing
California
$73K +$71.9K +382 New
CAM
2536
Costello Asset Management
Pennsylvania
$72.4K +$752 +4 +1%
AW
2537
Avion Wealth
Texas
$72K +$188 +1 +0.3%
HWM
2538
HighMark Wealth Management
Minnesota
$71.6K +$70.3K +374 +37,400%
MBFW
2539
Morton Brown Family Wealth
Pennsylvania
$71.5K -$13K -69 -16%
PAI
2540
Pittenger & Anderson Inc
Nebraska
$71.2K +$43.6K +232 +165%
VR
2541
Vision Retirement
New Jersey
$70.6K +$69.6K +370 New
3IP
2542
3Chopt Investment Partners
Virginia
$70.5K – – –
EW
2543
Elyxium Wealth
California
$69.9K +$68.8K +366 New
BFP
2544
Birchwood Financial Partners
Minnesota
$68.8K +$67.7K +360 New
SGK
2545
Steigerwald Gordon & Koch
Virginia
$68.4K -$10.5K -56 -14%
TWD
2546
True Wealth Design
Ohio
$67.2K +$11.7K +62 +21%
RA
2547
Ransom Advisory
Rhode Island
$66.8K +$65.8K +350 New
PCFFS
2548
Pacific Center for Financial Services
California
$64K – – –
CYG
2549
Clean Yield Group
Vermont
$62.8K -$46.3K -246 -43%
RPCA
2550
Running Point Capital Advisors
California
$61.2K +$188 +1 +0.3%
100 101
102
103 104