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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWIG
2601
Chung Wu Investment Group
Texas
$194K +$186K +890 New
VWA
2602
Valued Wealth Advisors
Utah
$192K +$20.5K +98 +12%
PP
2603
Pacifica Partners
Canada
$185K -$16.7K -80 -9%
PS
2604
Pinney & Scofield
Massachusetts
$183K -$24.8K -119 -12%
FNWA
2605
Financial Network Wealth Advisors
Utah
$181K – – –
CRI
2606
Commonwealth Retirement Investments
Virginia
$177K +$169K +810 New
CHC
2607
City Holding Co
West Virginia
$176K – – –
BT
2608
Banque Transatlantique
France
$174K +$167K +800 New
CMP
2609
Coston McIsaac & Partners
Maine
$173K +$209 +1 +0.1%
WWM
2610
Wolff Wiese Magana
California
$172K +$4.8K +23 +3%
CFM
2611
Cornerstone Financial Management
Massachusetts
$171K – – –
UCB
2612
United Community Bank
South Carolina
$171K +$78.3K +375 +91%
AT
2613
Arlington Trust
Alabama
$167K +$45.5K +218 +40%
PP
2614
Prudential plc
United Kingdom
$163K -$553K -2,650 -78%
KFG
2615
Kingdom Financial Group
Arizona
$162K -$289K -1,386 -65%
OCM
2616
Osbon Capital Management
Massachusetts
$160K -$358K -1,713 -70%
KPP
2617
Kings Path Partners
Texas
$157K +$18.2K +87 +14%
CFO
2618
Capitol Family Office
Oregon
$156K – – –
CC
2619
Corsicana & Co
Texas
$154K – – –
EDRH
2620
Edmond de Rothschild Holding
Switzerland
$154K +$132K +634 +868%
WA
2621
Walsh & Associates
Florida
$153K – – –
MFC
2622
Morris Financial Concepts
South Carolina
$152K – – –
PUI
2623
Purpose Unlimited Inc
$151K – – –
VR
2624
Vision Retirement
New Jersey
$150K +$418 +2 +0.3%
EWM
2625
EPG Wealth Management
Georgia
$150K -$17.8K -85 -11%
103 104
105
106 107