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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1051
Investor's Fiduciary Advisor Network
Washington
$2.01M +$226K +1,294 +13%
MWM
1052
McMill Wealth Management
Nebraska
$2.01M +$1.52M +8,700 +298%
PP
1053
PDS Planning
Ohio
$1.99M -$2.09K -12 -0.1%
BIM
1054
Bridges Investment Management
Nebraska
$1.99M +$45.5K +261 +2%
GWSG
1055
GPS Wealth Strategies Group
Colorado
$1.98M -$146K -840 -7%
RFA
1056
Rollins Financial Advisors
New York
$1.98M -$173K -992 -8%
SWM
1057
Sagace Wealth Management
Florida
$1.97M -$45K -258 -2%
TF
1058
TME Financial
California
$1.96M -$374K -2,146 -16%
MG
1059
MilWealth Group
Wisconsin
$1.95M -$102K -587 -5%
NSAM
1060
North Star Asset Management
Wisconsin
$1.95M -$11K -63 -0.6%
SWP
1061
SIMA Wealth Partners
Virginia
$1.94M – – –
CFFP
1062
Center for Financial Planning
Michigan
$1.94M +$227K +1,299 +13%
ODIJL
1063
One Day In July LLC
Vermont
$1.94M +$227K +1,301 +13%
SCTC
1064
Sanibel Captiva Trust Company
Florida
$1.93M +$66.1K +379 +4%
MIFH
1065
Migdal Insurance & Financial Holdings
Israel
$1.93M +$42.2K +242 +2%
GCA
1066
Gradient Capital Advisors
California
$1.92M +$76.6K +439 +4%
TI
1067
Tidal Investments
Wisconsin
$1.92M +$715K +4,101 +58%
FCH
1068
Freestone Capital Holdings
Washington
$1.92M +$282K +1,618 +17%
JFGIW
1069
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M -$34.9K -200 -2%
BWP
1070
Bernardo Wealth Planning
Pennsylvania
$1.91M -$33.5K -192 -2%
CAM
1071
Covenant Asset Management
New Jersey
$1.9M -$77.8K -446 -4%
BHWM
1072
Beaird Harris Wealth Management
Texas
$1.9M -$11.5K -66 -0.6%
GT
1073
Greenleaf Trust
Michigan
$1.9M -$54.1K -310 -3%
HNWAG
1074
High Net Worth Advisory Group
Florida
$1.9M +$247K +1,417 +15%
BP
1075
Broadleaf Partners
Ohio
$1.9M +$80.6K +462 +4%
41 42
43
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