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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Evercore Wealth Management
New York
$1.7M – – –
LRIA
777
Leonard Rickey Investment Advisors
Washington
$1.7M +$1.31K +9 +0.1%
OPW
778
Oxler Private Wealth
New York
$1.69M +$8.9K +61 +0.5%
VFIC
779
Valley Forge Investment Consultants
Pennsylvania
$1.69M +$8.9K +61 +0.5%
TWM
780
Tradition Wealth Management
Minnesota
$1.68M +$226K +1,550 +16%
CWP
781
Corepath Wealth Partners
Arizona
$1.66M +$53K +363 +3%
KLI
782
Kelman-Lazarov Inc
Tennessee
$1.66M -$120K -819 -7%
CFFP
783
Center for Financial Planning
Michigan
$1.66M – – –
BWM
784
BCS Wealth Management
Tennessee
$1.65M -$53.3K -365 -3%
NF
785
Norwood Financial
Pennsylvania
$1.64M -$35K -240 -2%
GCA
786
Gradient Capital Advisors
California
$1.64M – – –
CWM
787
Chemistry Wealth Management
New York
$1.62M +$170K +1,164 +12%
TDC
788
Thompson Davis & Co
Virginia
$1.62M +$217K +1,487 +16%
BBW
789
Blue Barn Wealth
Utah
$1.62M +$51.2K +351 +3%
GFS
790
GYL Financial Synergies
Connecticut
$1.61M -$89K -610 -5%
WJA
791
Willis Johnson & Associates
Texas
$1.61M +$1.59M +10,880 New
PCA
792
Pallas Capital Advisors
Massachusetts
$1.6M -$41.7K -286 -3%
PWP
793
Principle Wealth Partners
Connecticut
$1.6M -$200K -1,368 -11%
ADL
794
Asset Dedication LLC
California
$1.59M +$24.4K +167 +2%
OWA
795
Outlook Wealth Advisors
Texas
$1.59M +$22.3K +153 +1%
WWM
796
Windsor Wealth Management
Indiana
$1.57M +$1.54M +10,521 New
BPFA
797
Barnes Pettey Financial Advisors
Mississippi
$1.57M +$93.7K +642 +6%
CM
798
Columbus Macro
Pennsylvania
$1.56M – – –
WFS
799
Weitzel Financial Services
Iowa
$1.56M -$20.9K -143 -1%
DY
800
Dowling & Yahnke
California
$1.55M +$177K +1,213 +13%
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