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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
701
Eudaimonia Partners
Tennessee
$365K +$243K +2,215 +118%
KIA
702
KCM Investment Advisors
California
$364K -$66.5K -606 -13%
AWM
703
Apollon Wealth Management
South Carolina
$362K +$446K +4,061 New
CFFP
704
Center for Financial Planning
Michigan
$360K -$140K -1,273 -24%
CBN
705
Cadence Bank NA
Texas
$359K – – –
JCM
706
Jacobi Capital Management
Pennsylvania
$359K +$39.7K +362 +10%
FAM
707
Formidable Asset Management
Ohio
$359K +$443K +4,034 New
HA
708
Hamel Associates
New Jersey
$356K -$1.1M -10,065 -72%
FP
709
Financial Perspectives
Minnesota
$351K – – –
CA
710
Calton & Associates
Florida
$348K -$143K -1,307 -25%
GWM
711
Geneos Wealth Management
Colorado
$348K -$2.19K -20 -0.5%
CCM
712
Coe Capital Management
Illinois
$347K – – –
DSC
713
Duncker Streett & Co
Missouri
$347K – – –
TFS
714
Thoroughbred Financial Services
Tennessee
$346K +$329 +3 +0.1%
GTAM
715
Global Trust Asset Management
Florida
$344K -$233K -2,119 -36%
JFA
716
JNBA Financial Advisors
Minnesota
$342K -$49.9K -455 -11%
IC
717
Intersect Capital
California
$338K -$59.5K -542 -12%
RFM
718
Royal Fund Management
Florida
$335K -$9.86M -89,831 -96%
CIC
719
Carnegie Investment Counsel
Ohio
$334K -$41.8K -381 -9%
CIA
720
Capital Investment Advisors
Georgia
$334K +$62.8K +572 +18%
IFAM
721
Institutional & Family Asset Management
Colorado
$333K +$3.29K +30 +0.8%
WP
722
WealthShield Partners
North Carolina
$332K +$36.4K +332 +10%
OL
723
Optas LLC
Texas
$331K -$185K -1,687 -31%
C
724
Certuity
Florida
$329K -$395K -3,602 -49%
NWS
725
Newport Wealth Strategies
California
$329K – – –
27 28
29
30 31