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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1076
WrapManager Inc
California
$900K -$58.7K -418 -6%
RWM
1077
Ritholtz Wealth Management
New York
$888K +$12.1K +86 +1%
CB
1078
Cadence Bank
Mississippi
$886K +$91.4K +651 +11%
ODG
1079
O'Dell Group
Ohio
$886K -$15.2K -108 -2%
TWP
1080
Transparent Wealth Partners
Arkansas
$882K +$9.68K +69 +1%
BIA
1081
Barry Investment Advisors
Massachusetts
$876K -$39.4K -281 -4%
FFA
1082
Farther Finance Advisors
California
$871K +$48.4K +345 +6%
AFM
1083
Abbot Financial Management
Massachusetts
$868K -$28.1K -200 -3%
HIG
1084
Heritage Investment Group
Florida
$866K +$982 +7 +0.1%
WAG
1085
Winthrop Advisory Group
Massachusetts
$863K +$70.6K +503 +9%
SBH
1086
Segall Bryant & Hamill
Illinois
$860K -$9.96K -71 -1%
CCB
1087
Country Club Bank
Missouri
$858K +$610K +4,345 +224%
HIS
1088
Horizon Investment Services
Indiana
$856K +$52.5K +374 +6%
SPP
1089
Single Point Partners
Massachusetts
$855K -$23.4K -167 -3%
FA
1090
FC Advisory
Pennsylvania
$847K +$3.09K +22 +0.4%
UI
1091
Unconventional Investor
New Hampshire
$845K +$5.05K +36 +0.6%
ACM
1092
Armbruster Capital Management
New York
$840K -$115K -822 -12%
AWA
1093
Alaska Wealth Advisors
Alaska
$840K +$13.6K +97 +2%
WMP
1094
Wealth Management Partners
Arizona
$838K +$9.54K +68 +1%
RFN
1095
Redwood Financial Network
Ohio
$834K +$29.5K +210 +4%
MSAM
1096
Moloney Securities Asset Management
Missouri
$831K +$549K +3,914 +186%
GAM
1097
Gould Asset Management
California
$829K -$33.7K -240 -4%
BAM
1098
Brave Asset Management
New Jersey
$821K – – –
PPWM
1099
Paragon Private Wealth Management
Kentucky
$821K +$834K +5,942 New
TC
1100
Trilogy Capital
California
$820K +$24.6K +175 +3%
42 43
44
45 46