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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
701
Sequoia Financial Advisors
Ohio
$318K +$19.9K +180 +7%
PG
702
Patten Group
Tennessee
$314K -$468K -4,235 -60%
CCMD
703
Cypress Capital Management (Delaware)
Delaware
$313K +$310K +2,804 New
FDCDDQ
704
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K +$91.5K +827 +42%
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$307K +$58.4K +528 +24%
TSWM
706
Triangle Securities Wealth Management
North Carolina
$306K – – –
IFWM
707
Institute for Wealth Management
Colorado
$304K -$165K -1,496 -35%
AWE
708
Avidian Wealth Enterprises
Texas
$302K +$56.3K +509 +23%
CFS
709
Cannon Financial Strategists
Georgia
$301K +$332 +3 +0.1%
NWS
710
Newport Wealth Strategies
California
$298K +$19.6K +177 +7%
LGWM
711
Litman Gregory Wealth Management
California
$296K – – –
RF
712
RHS Financial
California
$295K -$30.7K -278 -10%
SC
713
SouthState Corp
Florida
$295K – – –
FBFS
714
First Business Financial Services
Wisconsin
$292K – – –
GG
715
GenWealth Group
New Jersey
$291K – – –
BA
716
Boston Advisors
Massachusetts
$291K +$26.7K +241 +10%
BAM
717
Berkshire Asset Management
Pennsylvania
$290K – – –
MFS
718
McNamara Financial Services
Massachusetts
$290K – – –
PCM
719
Poehling Capital Management
Wisconsin
$290K – – –
GWA
720
Guidant Wealth Advisors
Illinois
$290K +$221 +2 +0.1%
BC
721
Brinker Capital
Pennsylvania
$290K +$287K +2,594 New
XSC
722
X-Square Capital
Puerto Rico
$289K – – –
PB
723
Pinnacle Bancorp
Nebraska
$288K +$84.2K +761 +42%
BPB
724
Badgley, Phelps & Bell
Washington
$286K -$15K -136 -5%
RSWM
725
Robertson Stephens Wealth Management
California
$286K +$283K +2,560 New
27 28
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30 31