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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
901
Moisand Fitzgerald Tamayo
Florida
$3.99M -$51.2K -272 -1%
CIC
902
Carnegie Investment Counsel
Ohio
$3.96M -$93.7K -498 -2%
SI
903
Seeds Investor
New York
$3.96M +$5.46K +29 +0.1%
OFS
904
OneAscent Financial Services
Alabama
$3.96M -$98.9K -526 -2%
BFA
905
Beacon Financial Advisory
Ohio
$3.95M +$94K +500 +2%
BWM
906
BKM Wealth Management
Wisconsin
$3.94M +$359K +1,907 +10%
FFO
907
Fiduciary Family Office
Florida
$3.93M -$710K -3,775 -16%
AI
908
Arrien Investments
Idaho
$3.92M +$234K +1,246 +6%
MFG
909
Magnus Financial Group
New York
$3.91M -$10.2K -54 -0.3%
GA
910
GFS Advisors
Texas
$3.9M – – –
Q1WB
911
Quest 10 Wealth Builders
Virginia
$3.9M -$160K -852 -4%
GT
912
Glenview Trust
Kentucky
$3.89M +$97.2K +517 +3%
CWA
913
Cascade Wealth Advisors
Washington
$3.89M +$67.7K +360 +2%
HH
914
Hilltop Holdings
Texas
$3.88M +$58.1K +309 +2%
BMCM
915
Bryn Mawr Capital Management
Pennsylvania
$3.88M -$338K -1,796 -8%
ACM
916
Absolute Capital Management
Pennsylvania
$3.87M +$1.25M +6,656 +49%
MCM
917
MV Capital Management
Maryland
$3.86M +$5.27K +28 +0.1%
D
918
Dentgroup
Louisiana
$3.86M -$995K -5,288 -21%
WF
919
WoodTrust Financial
Wisconsin
$3.86M +$236K +1,254 +7%
TFCP
920
Twin Focus Capital Partners
Massachusetts
$3.86M – – –
TWP
921
Total Wealth Planning
Ohio
$3.86M -$57.1M -303,418 -94%
PWMG
922
Pioneer Wealth Management Group
Texas
$3.84M +$41.8K +222 +1%
EFL
923
ERn Financial LLC
Wisconsin
$3.84M -$17.9K -95 -0.5%
MWM
924
MOKAN Wealth Management
Kansas
$3.84M +$615K +3,272 +19%
AIM
925
Anchor Investment Management
South Carolina
$3.84M +$193K +1,024 +5%
35 36
37
38 39