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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
701
Prosperity Planning
Missouri
$1.06M – – –
AIP
702
Almanack Investment Partners
Pennsylvania
$1.03M +$385K +3,068 +64%
HCIA
703
Hochman Cole Investment Advisors
Illinois
$1.03M – – –
JSL
704
JT Stratford LLC
Georgia
$1.02M +$34.5K +275 +4%
PWM
705
Perigon Wealth Management
California
$1.02M +$39.2K +313 +4%
LW
706
Linscomb Wealth
Texas
$1.02M +$25.8K +206 +3%
VFM
707
Vivid Financial Management
California
$1.01M -$169K -1,349 -15%
CGIM
708
Cannon Global Investment Management
Florida
$1.01M +$965K +7,700 New
TK
709
TIAA Kaspick
Massachusetts
$1.01M – – –
BAM
710
Brave Asset Management
New Jersey
$1.01M +$30.7K +245 +3%
TA
711
TrueWealth Advisors
Alabama
$1M +$718K +5,728 +328%
MWM
712
Meridian Wealth Management
Kentucky
$999K +$11.4K +91 +1%
GTAM
713
Global Trust Asset Management
Florida
$997K +$192K +1,528 +25%
6F
714
626 Financial
Michigan
$995K +$844K +6,733 New
IFWM
715
Institute for Wealth Management
Colorado
$990K +$375K +2,990 +66%
LNWTC
716
Laird Norton Wetherby Trust Company
Washington
$986K +$307K +2,452 +47%
SMA
717
Sage Mountain Advisors
Georgia
$980K +$73.1K +583 +8%
HH
718
Hilltop Holdings
Texas
$976K -$24.2K -193 -3%
CA
719
Cornerstone Advisory
Maryland
$971K +$326K +2,601 +54%
FANJ
720
Financial Architects (New Jersey)
New Jersey
$970K +$238K +1,902 +35%
DY
721
Dowling & Yahnke
California
$969K +$3.76K +30 +0.4%
LFG
722
Larson Financial Group
Missouri
$969K +$14.9K +119 +2%
VCA
723
Verdence Capital Advisors
Maryland
$961K +$30.1K +240 +3%
TC
724
Trust Company
Kansas
$960K -$25.1K -200 -3%
GCA
725
Gradient Capital Advisors
California
$958K +$455K +3,631 +99%
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