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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
801
Founders Financial Alliance
North Carolina
$291K +$291K +2,779 New
GW
802
GW & Wade
Massachusetts
$286K +$105 +1 +0%
CIC
803
Carnegie Investment Counsel
Ohio
$285K -$76.3K -728 -21%
IFWM
804
Institute for Wealth Management
Colorado
$283K +$39.1K +373 +16%
SC
805
Schoolcraft Capital
Colorado
$283K +$16.5K +157 +6%
EFSCE
806
Enterprise Financial Services Corp (EFSC)
Missouri
$282K +$83.6K +798 +42%
TF
807
TimeScale Financial
Massachusetts
$281K -$57.2K -546 -17%
EWA
808
ERTS Wealth Advisors
Michigan
$281K -$6.29K -60 -2%
CFS
809
Cannon Financial Strategists
Georgia
$281K +$210 +2 +0.1%
OBWP
810
O'Brien Wealth Partners
Massachusetts
$280K +$271K +2,589 New
GG
811
GenWealth Group
New Jersey
$278K -$20.7K -198 -7%
SC
812
SouthState Corp
Florida
$276K -$5.03K -48 -2%
WCG
813
Weaver Consulting Group
California
$275K +$12.6K +120 +5%
CWM
814
Centric Wealth Management
Illinois
$274K +$266K +2,535 New
FBFS
815
First Business Financial Services
Wisconsin
$273K – – –
CPO
816
Cerity Partners OCIO
New York
$271K -$61.6K -588 -19%
CPSC
817
Carl P. Sherr & Co
Massachusetts
$270K -$10.5K -100 -4%
IB
818
Intrust Bank
Kansas
$270K +$270K +2,581 New
BAM
819
Blueshift Asset Management
New Jersey
$268K +$269K +2,568 New
AIC
820
Archer Investment Corporation
Indiana
$266K +$30.1K +287 +13%
JWCA
821
J.W. Coons Advisors
Ohio
$266K +$524 +5 +0.2%
AWS
822
AJ Wealth Strategies
New York
$265K -$24.3K -232 -8%
FFA
823
First Foundation Advisors
California
$265K -$22.9K -219 -8%
HFA
824
Hoover Financial Advisors
Pennsylvania
$264K -$30.1K -287 -10%
EGA
825
Eagle Global Advisors
Texas
$264K +$265K +2,530 New
31 32
33
34 35