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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Claro Advisors
Massachusetts
$515K +$231K +1,615 +86%
FMWA
1077
Forvis Mazars Wealth Advisors
Missouri
$513K -$252K -1,764 -34%
MCC
1078
Money Concepts Capital
Florida
$513K +$498K +3,485 New
EWM
1079
EPG Wealth Management
Georgia
$511K +$1.28K +9 +0.3%
FCM
1080
Fourpath Capital Management
Oklahoma
$507K +$492K +3,444 New
RPCONE
1081
Retirement Planning Company of New England
Rhode Island
$506K +$492K +3,444 New
FP
1082
Financial Perspectives
Minnesota
$505K +$143 +1 +0%
FNWM
1083
Financial Network Wealth Management
Utah
$504K -$35.6K -249 -7%
EWA
1084
Evolution Wealth Advisors
Florida
$504K -$143 -1 -0%
SG
1085
Stonnington Group
California
$504K +$160K +1,122 +50%
FNT
1086
First National Trust
Pennsylvania
$503K +$85.8K +601 +21%
CIA
1087
Cladis Investment Advisory
Montana
$502K +$487K +3,413 New
JWS
1088
Juncture Wealth Strategies
Arizona
$502K +$116K +814 +31%
ANBT
1089
American National Bank & Trust
Texas
$499K +$451K +3,155 +1,315%
TFS
1090
Thoroughbred Financial Services
Tennessee
$498K +$62.5K +438 +15%
KA
1091
Klingman & Associates
New York
$497K – – –
VCM
1092
Versant Capital Management
Arizona
$497K +$53K +371 +12%
SIM
1093
Stratos Investment Management
Ohio
$494K -$1.02M -7,163 -68%
VM
1094
VPR Management
Texas
$494K – – –
FIBT
1095
First International Bank & Trust
North Dakota
$493K +$478K +3,348 New
CIC
1096
Carnegie Investment Counsel
Ohio
$490K -$21.4K -150 -4%
HIP
1097
Harrell Investment Partners
Texas
$490K – – –
ACA
1098
Aptus Capital Advisors
Alabama
$490K +$15K +105 +3%
WKWM
1099
Walter & Keenan Wealth Management
Indiana
$488K +$11K +77 +2%
KP
1100
Keel Point
Alabama
$486K -$1.07M -7,523 -69%
42 43
44
45 46