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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
826
Cannon Financial Strategists
Georgia
$321K -$1.62K -14 -0.5%
CPSC
827
Carl P. Sherr & Co
Massachusetts
$321K +$309K +2,680 New
ICM
828
IMS Capital Management
Oregon
$320K +$18K +156 +6%
WEC
829
Winslow Evans & Crocker
Massachusetts
$320K +$46.6K +404 +18%
IFWM
830
Institute for Wealth Management
Colorado
$319K -$7.62K -66 -2%
PWM
831
PBMares Wealth Management
Virginia
$319K +$308K +2,664 New
BPB
832
Badgley, Phelps & Bell
Washington
$318K +$10.4K +90 +4%
SC
833
SouthState Corp
Florida
$316K – – –
MFS
834
McNamara Financial Services
Massachusetts
$314K – – –
FBFS
835
First Business Financial Services
Wisconsin
$313K – – –
BAM
836
Berkshire Asset Management
Pennsylvania
$312K – – –
PCM
837
Poehling Capital Management
Wisconsin
$312K – – –
XSC
838
X-Square Capital
Puerto Rico
$311K – – –
FANJ
839
Financial Architects (New Jersey)
New Jersey
$310K +$16K +139 +6%
GPA
840
Garrison Point Advisors
California
$303K – – –
WCG
841
Weaver Consulting Group
California
$303K +$23.9K +207 +8%
CIAS
842
Capital Investment Advisory Services
North Carolina
$303K +$63.1K +547 +28%
MWM
843
Minot Wealth Management
Massachusetts
$290K +$277K +2,400 New
FNBOMD
844
First National Bank of Mount Dora
Florida
$289K – – –
SFFS
845
Stonehage Fleming Financial Services
Jersey
$284K – – –
CRC
846
Curi RMB Capital
Illinois
$282K – – –
BWA
847
BDO Wealth Advisors
Florida
$282K +$260K +2,252 +2,208%
KFA
848
Kelleher Financial Advisors
New York
$281K – – –
OCM
849
One Capital Management
California
$279K – – –
SAM
850
Summit Asset Management
Tennessee
$279K +$2.08K +18 +0.8%
32 33
34
35 36