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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
901
Wilson & Boucher Capital Management
California
$2.7M +$14.9K +89 +0.6%
HI
902
Hudock Inc
Pennsylvania
$2.7M +$21.6K +129 +0.8%
LF
903
LifeSteps Financial
California
$2.7M +$5.02K +30 +0.2%
GJWM
904
Gilliland Jeter Wealth Management
Arkansas
$2.69M – – –
HWM
905
Howard Wealth Management
Connecticut
$2.68M -$87.9K -525 -3%
LGWM
906
Litman Gregory Wealth Management
California
$2.66M +$129K +768 +5%
WMG
907
WESCAP Management Group
California
$2.65M -$8.37K -50 -0.3%
WF
908
WoodTrust Financial
Wisconsin
$2.65M +$135K +806 +6%
WWM
909
Western Wealth Management
Colorado
$2.64M -$153K -912 -6%
SG
910
StoneX Group
New York
$2.63M -$58.1K -347 -2%
SWM
911
Sagace Wealth Management
Florida
$2.62M +$263K +1,572 +12%
AIM
912
Acropolis Investment Management
Missouri
$2.61M +$2.85K +17 +0.1%
AL
913
ADE LLC
Maryland
$2.6M +$51.7K +309 +2%
RIM
914
Rockbridge Investment Management
New York
$2.6M -$68.1K -407 -3%
TWM
915
Tradition Wealth Management
Minnesota
$2.58M +$502 +3 +0%
PWS
916
Peterson Wealth Services
Utah
$2.58M -$322K -1,925 -12%
BFA
917
Beacon Financial Advisory
Ohio
$2.58M +$320K +1,913 +15%
PL
918
Plancorp LLC
Missouri
$2.57M +$30K +179 +1%
SMC
919
Smith, Moore & Co
Missouri
$2.57M +$40.9K +244 +2%
BAM
920
Belpointe Asset Management
Nevada
$2.57M +$1.3M +7,791 +113%
NIM
921
Northeast Investment Management
Massachusetts
$2.56M +$161K +963 +7%
GHA
922
Granite Harbor Advisors
Texas
$2.55M – – –
TA
923
TFB Advisors
Kansas
$2.55M -$93.4K -558 -4%
MFA
924
Mayflower Financial Advisors
Massachusetts
$2.54M -$161K -963 -6%
KWM
925
Keebeck Wealth Management
Illinois
$2.52M -$11.6K -69 -0.5%
35 36
37
38 39