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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
726
Triangle Securities Wealth Management
North Carolina
$405K -$12.7K -121 -3%
FWM
727
FSA Wealth Management
Massachusetts
$405K +$10.2K +97 +3%
IFAM
728
Institutional & Family Asset Management
Colorado
$405K +$50.2K +479 +14%
BBNA
729
Bremer Bank National Association
Minnesota
$404K – – –
OAM
730
Oppenheimer Asset Management
New York
$404K +$31.4K +300 +8%
PBF
731
Petix & Botte Financial
California
$402K -$588K -5,614 -59%
SFA
732
Sequoia Financial Advisors
Ohio
$401K +$81.2K +775 +25%
MIAS
733
Mason Investment Advisory Services
Virginia
$401K – – –
BWA
734
Beam Wealth Advisors
Louisiana
$394K +$50.3K +480 +15%
SWA
735
Stratos Wealth Advisors
Ohio
$394K +$135K +1,287 +52%
CCM
736
Coe Capital Management
Illinois
$387K -$13.6K -130 -3%
AF
737
Allworth Financial
California
$387K +$26.2K +250 +7%
KBFS
738
Kohmann Bosshard Financial Services
Ohio
$383K +$105 +1 +0%
PHS
739
Pekin Hardy Strauss
Illinois
$381K -$47.1K -449 -11%
TFO
740
Tarbox Family Office
California
$379K – – –
WF
741
WoodTrust Financial
Wisconsin
$379K – – –
IWP
742
Icon Wealth Partners
Texas
$378K +$524 +5 +0.1%
TAM
743
Townsend Asset Management
North Carolina
$376K +$1.05K +10 +0.3%
CMBA
744
C.M. Bidwell & Associates
Hawaii
$375K +$17.3K +165 +5%
PWC
745
PYA Waltman Capital
Tennessee
$374K +$375K +3,576 New
WQ
746
Wealth Quarterback
New Jersey
$370K – – –
GCA
747
Gradient Capital Advisors
California
$369K +$10.1K +96 +3%
CA
748
Continuum Advisory
Idaho
$368K -$8.49K -81 -2%
NCM
749
Narwhal Capital Management
Georgia
$366K – – –
HTC
750
Haverford Trust Company
Pennsylvania
$365K -$185K -1,767 -34%
28 29
30
31 32