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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
First Foundation Advisors
California
$275K +$271K +2,758 New
TPWA
802
TRUE Private Wealth Advisors
Oregon
$274K -$3.01M -30,640 -92%
EWA
803
ERTS Wealth Advisors
Michigan
$274K – – –
GW
804
GW & Wade
Massachusetts
$273K +$196 +2 +0.1%
TF
805
Trek Financial
Arizona
$271K +$267K +2,719 New
SC
806
SouthState Corp
Florida
$268K – – –
CFS
807
Cannon Financial Strategists
Georgia
$267K +$196 +2 +0.1%
CPSC
808
Carl P. Sherr & Co
Massachusetts
$267K – – –
CFG
809
Cooper Financial Group
California
$264K – – –
OCM
810
One Capital Management
California
$263K -$59.4K -605 -19%
FBFS
811
First Business Financial Services
Wisconsin
$260K – – –
PW
812
Price Wealth
Texas
$259K +$143K +1,459 +128%
JWCA
813
J.W. Coons Advisors
Ohio
$254K -$31.6K -322 -11%
SC
814
Schoolcraft Capital
Colorado
$254K +$250K +2,549 New
SNBOSD
815
Security National Bank of So Dak
Iowa
$251K +$12.8K +130 +5%
KP
816
Keel Point
Alabama
$251K +$247K +2,517 New
CFA
817
CWS Financial Advisors
Michigan
$251K +$247K +2,521 New
WCG
818
Weaver Consulting Group
California
$250K – – –
AIM
819
Acropolis Investment Management
Missouri
$249K -$34.2K -349 -12%
SWA
820
Stratos Wealth Advisors
Ohio
$248K +$182K +1,858 +295%
SWP
821
Summit Wealth Partners
Florida
$246K – – –
WA1
822
Wimmer Associates 1
California
$245K – – –
PFBT
823
Parkside Financial Bank & Trust
Missouri
$244K – – –
GPA
824
Garrison Point Advisors
California
$242K – – –
QCG
825
Quadrant Capital Group
Ohio
$241K +$106K +1,082 +81%
31 32
33
34 35