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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1051
Parcion Private Wealth
Washington
– -$294K -3,303 Closed
WA
1052
Winfield Associates
Ohio
– -$293K -3,286 Closed
LFPWM
1053
Leicht Financial Planning & Wealth Management
New Jersey
– -$278K -3,127 Closed
PWP
1054
Principle Wealth Partners
Connecticut
– -$275K -3,084 Closed
ATPW
1055
Ashton Thomas Private Wealth
Arizona
– -$271K -3,040 Closed
RWM
1056
RKL Wealth Management
Pennsylvania
– -$268K -3,014 Closed
PFPT
1057
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$257K -2,891 Closed
SB
1058
Strategic Blueprint
Georgia
– -$250K -2,806 Closed
SIA
1059
Soltis Investment Advisors
Utah
– -$238K -2,673 Closed
AP
1060
Appleton Partners
Massachusetts
– -$237K -2,666 Closed
BAM
1061
Berkshire Asset Management
Pennsylvania
– -$232K -2,602 Closed
CWP
1062
Capital Wealth Planning
Florida
– -$226K -2,543 Closed
CWM
1063
Centric Wealth Management
Illinois
– -$274K -2,535 Closed
VC
1064
Veracity Capital
Georgia
– -$224K -2,512 Closed
SFFS
1065
Stonehage Fleming Financial Services
Jersey
– -$211K -2,366 Closed
TC
1066
Truvestments Capital
Florida
– -$164K -1,852 Closed
PCA
1067
Providence Capital Advisors
North Carolina
– -$144K -1,621 Closed
HWA
1068
Heritage Wealth Advisors
Virginia
– -$133K -1,493 Closed
ONST
1069
Old North State Trust
North Carolina
– -$123K -1,376 Closed
BEAM
1070
Baker Ellis Asset Management
Washington
– -$116K -1,302 Closed
MDCM
1071
Morgan Dempsey Capital Management
Wisconsin
– -$85K -952 Closed
FA
1072
Fortis Advisors
Pennsylvania
– -$76K -850 Closed
LSA
1073
Lion Street Advisors
Texas
– -$72K -806 Closed
MWM
1074
MBE Wealth Management
Wisconsin
– -$66K -750 Closed
BCM
1075
Blume Capital Management
California
– -$62K -700 Closed
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