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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
926
SlateStone Wealth
Florida
$2.88M -$800K -4,589 -22%
MSFS
927
Main Street Financial Solutions
Pennsylvania
$2.88M -$766K -4,393 -21%
MCA
928
MSH Capital Advisors
Arizona
$2.87M +$2.27K +13 +0.1%
SHF
929
Stage Harbor Financial
Massachusetts
$2.84M +$457K +2,620 +19%
STCOSD
930
Sageworth Trust Company of South Dakota
South Dakota
$2.83M – – –
ACA
931
Aptus Capital Advisors
Alabama
$2.83M +$450K +2,581 +19%
MCA
932
Midwest Capital Advisors
Michigan
$2.83M -$78.5K -450 -3%
GCM
933
Gibraltar Capital Management
Oklahoma
$2.82M +$2.84M +16,312 New
NWM
934
Northwest Wealth Management
Iowa
$2.81M -$41.9K -240 -1%
MW
935
Marcum Wealth
Ohio
$2.81M -$702K -4,027 -20%
PCM
936
Parsons Capital Management
Rhode Island
$2.8M -$19K -109 -0.7%
WWM
937
Western Wealth Management
Colorado
$2.8M -$322K -1,849 -10%
KCM
938
Kennicott Capital Management
California
$2.79M -$730K -4,189 -21%
LC
939
Lavaca Capital
Texas
$2.78M +$69.8K +400 +3%
IWC
940
Infinity Wealth Counsel
Ohio
$2.76M +$60.2K +345 +2%
CAMG
941
CWA Asset Management Group
Florida
$2.76M -$2.44K -14 -0.1%
WTFG
942
Wells Trecaso Financial Group
Ohio
$2.76M -$10.5K -60 -0.4%
AI
943
Arrien Investments
Idaho
$2.75M +$420K +2,408 +18%
WBCM
944
Wilson & Boucher Capital Management
California
$2.73M +$52.5K +301 +2%
CFP
945
Curran Financial Partners
South Carolina
$2.73M +$1M +5,735 +57%
BWM
946
Base Wealth Management
Florida
$2.71M +$2.73M +15,660 New
HWM
947
Howard Wealth Management
Connecticut
$2.7M -$4.36K -25 -0.2%
MWG
948
Martin Worley Group
Utah
$2.69M +$221K +1,268 +9%
WF
949
Welch & Forbes
Massachusetts
$2.69M – – –
HWMG
950
Hurlow Wealth Management Group
Indiana
$2.69M -$147K -842 -5%
36 37
38
39 40