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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1001
Forza Wealth Management
Florida
$2.61M – – –
TW
1002
TritonPoint Wealth
Maryland
$2.58M -$54.1K -299 -2%
TL
1003
Tradewinds LLC
North Carolina
$2.58M +$2.5M +13,818 New
SFP
1004
Shepherd Financial Partners
Massachusetts
$2.57M +$1.27K +7 +0.1%
CPWM
1005
Cypress Point Wealth Management
Texas
$2.57M +$818K +4,516 +49%
TFS
1006
Thoroughbred Financial Services
Tennessee
$2.57M -$111K -613 -4%
FLPIM
1007
F.L. Putnam Investment Management
Massachusetts
$2.56M -$19.2K -106 -0.8%
HWMG
1008
Hurlow Wealth Management Group
Indiana
$2.56M -$213K -1,178 -8%
ACM
1009
Absolute Capital Management
Pennsylvania
$2.55M +$886K +4,893 +56%
KF
1010
K2 Financial
California
$2.55M +$57.2K +316 +2%
ADL
1011
Asset Dedication LLC
California
$2.55M -$91.4K -505 -4%
TWM
1012
Topsail Wealth Management
North Carolina
$2.53M +$134K +738 +6%
FB
1013
First Bancorp
Maine
$2.49M +$424K +2,340 +21%
TLFA
1014
True Link Financial Advisors
California
$2.49M +$85.5K +472 +4%
AB
1015
Atlas Brown
Kentucky
$2.48M +$175K +967 +8%
MWA
1016
Medallion Wealth Advisors
Connecticut
$2.48M -$20.6K -114 -0.9%
SWRP
1017
Summit Wealth & Retirement Planning
California
$2.47M +$149K +825 +7%
PL
1018
Plancorp LLC
Missouri
$2.47M -$433K -2,394 -15%
ABWM
1019
Alpine Bank Wealth Management
Colorado
$2.47M – – –
WB
1020
Webster Bank
Connecticut
$2.46M -$107K -591 -4%
SW
1021
Simplicity Wealth
New Jersey
$2.45M +$1.01M +5,587 +74%
EP
1022
Ehrenkranz Partners
New York
$2.43M +$2.35M +12,989 New
FA
1023
Fermata Advisors
California
$2.43M -$314K -1,734 -12%
CPC
1024
Cookson Peirce & Co
Pennsylvania
$2.43M +$27.3K +151 +1%
AR
1025
Apeiron RIA
Texas
$2.43M -$264K -1,458 -10%
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