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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
976
Madison Wealth Partners
Wisconsin
$383K +$30.5K +219 +8%
GG
977
Gofen & Glossberg
Illinois
$383K +$72.7K +522 +23%
FNT
978
First National Trust
Pennsylvania
$382K – – –
MWA
979
Meridian Wealth Advisors
Texas
$380K – – –
CIAS
980
Capital Investment Advisory Services
North Carolina
$379K -$35.4K -254 -8%
KFI
981
Key Financial Inc
Pennsylvania
$375K – – –
WB
982
Webster Bank
Connecticut
$372K -$8.21K -59 -2%
LC
983
Lindbrook Capital
California
$372K – – –
BB
984
Busey Bank
Illinois
$372K +$383K +2,748 New
OAM
985
Optimal Asset Management
California
$368K -$350K -2,513 -48%
FNBOMD
986
First National Bank of Mount Dora
Florida
$367K – – –
LA
987
LexAurum Advisors
Kansas
$366K +$17.4K +125 +5%
CAWM
988
Capital Advisors Wealth Management
Washington
$366K +$377K +2,705 New
CFB
989
Cullen/Frost Bankers
Texas
$365K -$78.8K -566 -17%
CFG
990
Cooper Financial Group
California
$363K +$139 +1 +0%
VCM
991
Vigilant Capital Management
Maine
$363K +$12.7K +91 +4%
GLLW
992
Graves Light Lenhart Wealth
Virginia
$362K +$35.8K +257 +11%
FAM
993
Formidable Asset Management
Ohio
$361K – – –
BPWM
994
Badgley Phelps Wealth Managers
Washington
$361K +$371K +2,668 New
FFW
995
Fusion Family Wealth
New York
$360K -$2.92K -21 -0.8%
CAM
996
Cidel Asset Management
Ontario, Canada
$359K – – –
EWA
997
ERTS Wealth Advisors
Michigan
$359K – – –
VWM
998
Venturi Wealth Management
Texas
$358K -$45.4K -326 -11%
SC
999
SouthState Corp
Florida
$357K -$61.4K -441 -14%
AUB
1000
Atlantic Union Bankshares
Virginia
$357K – – –
38 39
40
41 42