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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
876
Lumbard & Kellner
New Hampshire
$591K – – –
IWP
877
Icon Wealth Partners
Texas
$588K +$835 +6 +0.1%
DL
878
DOHJ LLC
Washington
$585K -$829K -5,953 -59%
DSC
879
Duncker Streett & Co
Missouri
$585K +$1.25K +9 +0.2%
ACI
880
Alpha Cubed Investments
California
$584K +$6.68K +48 +1%
PB
881
Pinnacle Bancorp
Nebraska
$580K +$139 +1 +0%
ACM
882
Allred Capital Management
Texas
$579K -$2.37K -17 -0.4%
PMFA
883
Plante Moran Financial Advisors
Michigan
$577K -$120K -860 -17%
BWA
884
Beam Wealth Advisors
Louisiana
$576K -$65.2K -468 -10%
1WM
885
1900 Wealth Management
Texas
$572K – – –
SFG
886
StrategIQ Financial Group
Indiana
$572K +$165K +1,183 +39%
BWA
887
BlueSky Wealth Advisors
North Carolina
$568K – – –
DE
888
Day & Ennis
Georgia
$568K +$1.95K +14 +0.3%
OWA
889
One Wealth Advisors
California
$567K – – –
FB
890
First Bancorp
Maine
$567K +$583K +4,185 New
LIM
891
Leavell Investment Management
Alabama
$558K -$25.8K -185 -4%
HR
892
Howe & Rusling
New York
$558K +$3.34K +24 +0.6%
AWM
893
Activest Wealth Management
Florida
$557K -$33K -237 -5%
KTC
894
Kistler-Tiffany Companies
Pennsylvania
$552K +$4.18K +30 +0.7%
WCG
895
Weaver Consulting Group
California
$547K – – –
CBN
896
Cadence Bank NA
Texas
$545K -$3.76K -27 -0.7%
DA
897
Detalus Advisors
Missouri
$544K – – –
MWM
898
Madison Wealth Management
Ohio
$543K +$17.7K +127 +3%
RWRC
899
R.W. Roge & Company
New York
$541K -$5.01K -36 -0.9%
NFC
900
Northeast Financial Consultants
Connecticut
$540K – – –
34 35
36
37 38