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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2576
SmartHarvest Portfolios
Washington
$201K +$193K +923 New
HHGA
2577
Halbert Hargrove Global Advisors
California
$201K – – –
IIM
2578
Invariant Investment Management
Pennsylvania
$201K +$191K +915 New
MIA
2579
MeadowBrook Investment Advisors
Michigan
$201K – – –
TPW
2580
Tiller Private Wealth
Pennsylvania
$200K -$41.3K -198 -18%
OWG
2581
Oxford Wealth Group
Florida
$200K +$192K +918 New
JWM
2582
JPL Wealth Management
Colorado
$195K +$28.8K +138 +18%
CWIG
2583
Chung Wu Investment Group
Texas
$194K +$186K +890 New
VWA
2584
Valued Wealth Advisors
Utah
$192K +$20.5K +98 +12%
PP
2585
Pacifica Partners
Canada
$185K -$16.7K -80 -9%
PS
2586
Pinney & Scofield
Massachusetts
$183K -$24.8K -119 -12%
FNWA
2587
Financial Network Wealth Advisors
Utah
$181K – – –
CRI
2588
Commonwealth Retirement Investments
Virginia
$177K +$169K +810 New
CHC
2589
City Holding Co
West Virginia
$176K – – –
BT
2590
Banque Transatlantique
France
$174K +$167K +800 New
CMP
2591
Coston McIsaac & Partners
Maine
$173K +$209 +1 +0.1%
WWM
2592
Wolff Wiese Magana
California
$172K +$4.8K +23 +3%
CFM
2593
Cornerstone Financial Management
Massachusetts
$171K – – –
UCB
2594
United Community Bank
South Carolina
$171K +$78.3K +375 +91%
AT
2595
Arlington Trust
Alabama
$167K +$45.5K +218 +40%
PP
2596
Prudential plc
United Kingdom
$163K -$553K -2,650 -78%
KFG
2597
Kingdom Financial Group
Arizona
$162K -$289K -1,386 -65%
OCM
2598
Osbon Capital Management
Massachusetts
$160K -$358K -1,713 -70%
KPP
2599
Kings Path Partners
Texas
$157K +$18.2K +87 +14%
CFO
2600
Capitol Family Office
Oregon
$156K – – –
102 103
104
105 106