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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
701
Trinity Financial Advisors
Ohio
$5.43M -$292K -1,677 -5%
CAL
702
Capital Advisors Ltd
Ohio
$5.41M -$86.5K -496 -2%
YWS
703
Yarger Wealth Strategies
Ohio
$5.39M -$128K -734 -2%
BAM
704
Beaumont Asset Management
Texas
$5.37M +$101K +578 +2%
BP
705
Ballentine Partners
Massachusetts
$5.36M +$359K +2,061 +7%
SJGA
706
Stephen J. Garry & Associates
New York
$5.32M +$267K +1,532 +5%
DWM
707
Destination Wealth Management
California
$5.32M +$223K +1,278 +4%
SCP
708
Stevens Capital Partners
Nebraska
$5.31M -$2.03M -11,616 -27%
PPA
709
Painted Porch Advisors
California
$5.28M +$671K +3,850 +14%
ATC
710
Argent Trust Co
Tennessee
$5.27M -$36.1K -207 -0.7%
IP
711
Intellectus Partners
California
$5.26M +$336K +1,924 +7%
NF
712
Nikulski Financial
Iowa
$5.23M -$108K -618 -2%
ITB
713
Idaho Trust Bank
Idaho
$5.22M -$139K -795 -3%
LL
714
LPWM LLC
Minnesota
$5.22M -$24.9K -143 -0.5%
CPW
715
Catalyst Private Wealth
California
$5.17M -$112K -641 -2%
CCA
716
Clarity Capital Advisors
Florida
$5.15M +$275K +1,578 +6%
OFS
717
OneAscent Financial Services
Alabama
$5.12M +$3.03M +17,358 +141%
FAI
718
Fiduciary Advisors Inc
Missouri
$5.1M +$28.3K +162 +0.6%
DWM
719
Defined Wealth Management
Oregon
$5.09M -$67.8K -389 -1%
AI
720
ArchPoint Investors
Florida
$5.09M – – –
GWP
721
Gateway Wealth Partners
Wisconsin
$5.04M +$134K +770 +3%
SC
722
Syon Capital
California
$5.03M +$369K +2,116 +8%
CAG
723
Csenge Advisory Group
Florida
$5.02M -$271K -1,553 -5%
TFGT
724
TS Financial Group (TSFG)
Illinois
$5.02M -$263K -1,510 -5%
JIC
725
Johnson Investment Counsel
Ohio
$5.01M -$121K -696 -2%
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