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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
651
Dividend Assets Capital
South Carolina
$311K – – –
LIM
652
Leavell Investment Management
Alabama
$310K – – –
FNBOO
653
First National Bank of Omaha
Nebraska
$309K -$5.26K -50 -2%
CAMG
654
CWA Asset Management Group
Florida
$305K -$57.6K -547 -16%
SS
655
Sunbelt Securities
Texas
$304K +$13.3K +126 +5%
DE
656
Day & Ennis
Georgia
$297K – – –
CAG
657
Csenge Advisory Group
Florida
$295K +$8.95K +85 +3%
CFG
658
Cooper Financial Group
California
$293K +$287K +2,722 New
RWM
659
Ritholtz Wealth Management
New York
$292K -$120K -1,143 -30%
OCM
660
One Capital Management
California
$292K – – –
BOTW
661
Bank of the West
California
$292K +$285K +2,711 New
SFA
662
Sequoia Financial Advisors
Ohio
$287K -$122K -1,156 -30%
LGWM
663
Litman Gregory Wealth Management
California
$285K – – –
P
664
Pitcairn
Pennsylvania
$285K – – –
NFC
665
Northeast Financial Consultants
Connecticut
$285K +$279K +2,649 New
FSWA
666
Financial Synergies Wealth Advisors
Texas
$284K +$278K +2,641 New
GG
667
GenWealth Group
New Jersey
$284K – – –
SC
668
SouthState Corp
Florida
$284K – – –
TSWM
669
Triangle Securities Wealth Management
North Carolina
$282K +$2.84K +27 +1%
RF
670
RHS Financial
California
$281K -$7.16K -68 -3%
FBFS
671
First Business Financial Services
Wisconsin
$281K – – –
PCM
672
Poehling Capital Management
Wisconsin
$280K -$52.6K -500 -16%
BAM
673
Berkshire Asset Management
Pennsylvania
$280K – – –
PWS
674
Paragon Wealth Strategies
Florida
$278K +$272K +2,586 New
GPA
675
Garrison Point Advisors
California
$272K -$24.4K -232 -8%
25 26
27
28 29