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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
2551
Evelyn Partners Asset Management
$61.1K – – –
APW
2552
Atlantic Private Wealth
North Carolina
$60.5K – – –
DF
2553
DecisionPoint Financial
Arizona
$59.8K +$40.6K +216 +223%
KA
2554
Kozak & Associates
Colorado
$59.7K -$6.02K -32 -10%
FCMT
2555
Founders Capital Management (Texas)
Texas
$57.3K – – –
RAM
2556
Ramirez Asset Management
New York
$57.3K – – –
AP
2557
Atwood & Palmer
Missouri
$56.5K – – –
EWA
2558
Elevate Wealth Advisory
Georgia
$56.2K – – –
BMC
2559
Bear Mountain Capital
Washington
$56.1K – – –
AFC
2560
Ares Financial Consulting
California
$56K +$55.1K +293 New
CWP
2561
Concord Wealth Partners
Virginia
$55.4K +$188 +1 +0.3%
TPBG
2562
Turning Point Benefit Group
Maryland
$54K -$4.14K -22 -7%
UCB
2563
United Community Bank
South Carolina
$52.5K +$14.1K +75 +38%
FC
2564
Financial Consulate
Maryland
$52.3K -$13K -69 -20%
GCM
2565
Gunpowder Capital Management
Maryland
$52.3K +$51.5K +274 New
ACA
2566
American Capital Advisory
Idaho
$51.8K – – –
T
2567
Tidemark
California
$51.2K – – –
CI
2568
Cordant Inc
Oregon
$50K -$1.69K -9 -3%
BAM
2569
Bellevue Asset Management
Washington
$49.1K +$564 +3 +1%
GKIM
2570
GW&K Investment Management
Massachusetts
$49K – – –
TCM
2571
Tradewinds Capital Management
Washington
$48.5K – – –
HCM
2572
Hollencrest Capital Management
California
$46.3K -$5.08K -27 -10%
PK
2573
Pflug Koory
Nebraska
$43.6K +$14.1K +75 +49%
SFC
2574
SYM Financial Corp
Indiana
$43.5K +$30.3K +161 +240%
BAM
2575
Byrne Asset Management
New Jersey
$43K +$9.4K +50 +29%
101 102
103
104 105