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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2676
Birchwood Financial Partners
Minnesota
$79K +$418 +2 +0.6%
SMBT
2677
Southern Michigan Bank & Trust
Michigan
$78.7K – – –
PCA
2678
Providence Capital Advisors
North Carolina
$77.8K – – –
CPG
2679
Cornerstone Planning Group
New Jersey
$76.4K -$4.59K -22 -6%
PCFFS
2680
Pacific Center for Financial Services
California
$74.8K – – –
NWMP
2681
Noble Wealth Management PBC
Colorado
$71.7K -$35.5K -170 -34%
CYG
2682
Clean Yield Group
Vermont
$71.7K – – –
KA
2683
Kozak & Associates
Colorado
$71.4K +$209 +1 +0.3%
W
2684
WealthCollab
Washington
$71.2K +$11.3K +54 +20%
MBFW
2685
Morton Brown Family Wealth
Pennsylvania
$68.6K -$12.5K -60 -16%
DF
2686
DecisionPoint Financial
Arizona
$68K – – –
HFG
2687
Harborfront Financial Group
Michigan
$68K +$65.2K +312 New
SFCL
2688
Strengthening Families & Communities LLC
Massachusetts
$66.8K +$418 +2 +0.7%
RAM
2689
Ramirez Asset Management
New York
$65.4K – – –
RWS
2690
Retirement Wealth Solutions
Wisconsin
$65.3K +$209 +1 +0.3%
EWA
2691
Elevate Wealth Advisory
Georgia
$64.1K – – –
AFC
2692
Ares Financial Consulting
California
$63.9K – – –
CWP
2693
Concord Wealth Partners
Virginia
$63.5K +$61K +292 New
BMC
2694
Bear Mountain Capital
Washington
$61.9K – – –
FC
2695
Financial Consulate
Maryland
$59.7K – – –
GCM
2696
Gunpowder Capital Management
Maryland
$59.7K – – –
ACA
2697
American Capital Advisory
Idaho
$59.1K – – –
SFC
2698
SYM Financial Corp
Indiana
$56.4K +$6.47K +31 +14%
BAM
2699
Bellevue Asset Management
Washington
$56.4K – – –
GKIM
2700
GW&K Investment Management
Massachusetts
$56K – – –
106 107
108
109 110