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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAR
2701
Trask Adam Roland
$3.53K +$3.6K +18 New
MAFA
2702
MJT & Associates Financial Advisory
Minnesota
$2.78K -$6.61K -33 -69%
MHIP
2703
Mountain Hill Investment Partners
New Jersey
$2.22K – – –
QWM
2704
Quaker Wealth Management
New Jersey
$2.16K – – –
SAS
2705
Spurstone Advisory Services
Connecticut
$2.16K -$1.6K -8 -42%
CWA
2706
Carolina Wealth Advisors
South Carolina
$1.96K -$22.6K -113 -92%
BCM
2707
Blume Capital Management
California
$1.57K – – –
DWA
2708
Delos Wealth Advisors
Texas
$981 – – –
VWM
2709
Vermillion Wealth Management
Minnesota
$981 +$1K +5 New
RS
2710
Rakuten Securities
Japan
$589 -$400 -2 -40%
CVM
2711
Cheviot Value Management
California
$589 – – –
DAM
2712
Delta Asset Management
Tennessee
$392 – – –
RG
2713
RHL Group
Michigan
$197 – – –
TC
2714
Truvestments Capital
Florida
$196 -$18.2K -91 -99%
PPFA
2715
Provida Pension Fund Administrator
Chile
– -$363M -1,900,118 Closed
JWCA
2716
J.W. Cole Advisors
Florida
– -$18.9M -216,965 Closed
SCM
2717
SOL Capital Management
Maryland
– -$24.5M -128,036 Closed
FTUS
2718
Flow Traders U.S.
New York
– -$12.3M -64,522 Closed
AWM
2719
Axxcess Wealth Management
California
– -$11M -57,558 Closed
LWP
2720
LeClair Wealth Partners
Ohio
– -$10.6M -55,521 Closed
MWP
2721
Momentum Wealth Planning
Florida
– -$6.65M -34,840 Closed
LHWM
2722
Lake Hills Wealth Management
Texas
– -$6.39M -33,448 Closed
TL
2723
Tradewinds LLC
North Carolina
– -$4.29M -22,488 Closed
4WM
2724
44 Wealth Management
Oregon
– -$3.12M -16,340 Closed
OC
2725
Opal Capital
Florida
– -$2.43M -11,815 Closed
107 108
109
110 111