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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
926
Madison Wealth Partners
Wisconsin
$303K +$287K +2,549 New
AWS
927
AJ Wealth Strategies
New York
$302K – – –
EGA
928
Eagle Global Advisors
Texas
$301K – – –
TF
929
Trek Financial
Arizona
$301K +$12.8K +114 +5%
WP
930
WealthPLAN Partners
Nebraska
$301K +$277K +2,464 New
SNBOSD
931
Security National Bank of So Dak
Iowa
$300K – – –
SCM
932
Southport Capital Management
Tennessee
$298K -$112K -996 -28%
EFSCE
933
Enterprise Financial Services Corp (EFSC)
Missouri
$297K -$24.2K -215 -8%
TF
934
TimeScale Financial
Massachusetts
$296K -$22.5K -200 -7%
MFS
935
McNamara Financial Services
Massachusetts
$296K – – –
CFB
936
Cullen/Frost Bankers
Texas
$295K +$41.9K +373 +18%
EWA
937
Encompass Wealth Advisors
Oregon
$295K +$279K +2,480 New
IHWM
938
Iron Horse Wealth Management
Iowa
$295K +$279K +2,480 New
MLFP
939
MPS Loria Financial Planners
Illinois
$294K – – –
CPSC
940
Carl P. Sherr & Co
Massachusetts
$291K -$15.3K -136 -5%
CRC
941
Curi RMB Capital
Illinois
$290K – – –
GPA
942
Garrison Point Advisors
California
$289K – – –
HPC
943
Hobart Private Capital
North Carolina
$289K +$6.41K +57 +2%
RWP
944
RWA Wealth Partners
Massachusetts
$288K -$43.2K -384 -14%
RFA
945
Reilly Financial Advisors
California
$287K -$6.75K -60 -2%
FNBOMD
946
First National Bank of Mount Dora
Florida
$287K – – –
SWP
947
Summit Wealth Partners
Florida
$286K +$38.9K +346 +17%
AWM
948
Aevitas Wealth Management
Massachusetts
$285K +$787 +7 +0.3%
GLLW
949
Graves Light Lenhart Wealth
Virginia
$285K +$45.1K +401 +20%
FG
950
Fiduciary Group
Georgia
$284K +$337 +3 +0.1%
36 37
38
39 40