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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
801
One Charles Private Wealth Services
Massachusetts
$490K -$12.6M -111,937 -96%
CIA
802
Cohen Investment Advisors
New Hampshire
$487K +$460K +4,093 New
ACI
803
Alpha Cubed Investments
California
$485K +$2.92K +26 +0.6%
MS
804
Madden Securities
Texas
$484K -$45K -400 -9%
SCM
805
Spreng Capital Management
Ohio
$484K – – –
CBN
806
Cadence Bank NA
Texas
$483K – – –
HR
807
Howe & Rusling
New York
$482K -$192K -1,711 -30%
FPCG
808
Fort Pitt Capital Group
Pennsylvania
$482K – – –
DA
809
Detalus Advisors
Missouri
$476K -$3.37K -30 -0.7%
NFC
810
Northeast Financial Consultants
Connecticut
$475K – – –
DL
811
DOHJ LLC
Washington
$475K +$437K +3,889 New
W
812
Wealthquest
Ohio
$474K – – –
DMC
813
Drexel Morgan & Co
Pennsylvania
$472K -$31.5K -280 -7%
DE
814
Day & Ennis
Georgia
$471K -$55.7K -495 -11%
BWA
815
Beam Wealth Advisors
Louisiana
$470K +$20K +178 +5%
BO
816
BRR OpCo
Ohio
$469K +$443K +3,944 New
TSWM
817
Triangle Securities Wealth Management
North Carolina
$467K +$5.62K +50 +1%
BFG
818
Bouchey Financial Group
New York
$465K -$2.92K -26 -0.7%
FWM
819
FSA Wealth Management
Massachusetts
$463K +$1.91K +17 +0.4%
OAM
820
Oppenheimer Asset Management
New York
$463K +$2.81K +25 +0.6%
WFA
821
Wipfli Financial Advisors
Wisconsin
$461K +$436K +3,878 New
BBNA
822
Bremer Bank National Association
Minnesota
$460K – – –
TIAM2
823
Tru Independence Asset Management 2
Oregon
$458K +$433K +3,854 New
GG
824
GenWealth Group
New Jersey
$454K +$137K +1,219 +47%
MWM
825
Madison Wealth Management
Ohio
$453K +$429K +3,811 New
31 32
33
34 35