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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1076
Columbus Macro
Pennsylvania
$966K – – –
AT
1077
American Trust
Kentucky
$964K -$4.3M -29,980 -81%
MCCP
1078
Mission Creek Capital Partners
California
$962K +$6.3K +44 +0.6%
FCT
1079
First Community Trust
Iowa
$961K +$998K +6,968 New
RIS
1080
Retirement Income Solutions
Michigan
$961K +$27.4K +191 +3%
SRC
1081
Shufro Rose & Co
New York
$961K +$92.7K +647 +10%
CW
1082
CIC Wealth
Maryland
$958K +$12.3K +86 +1%
FNT
1083
First National Trust
Pennsylvania
$953K +$19.1K +133 +2%
GCA
1084
Gradient Capital Advisors
California
$951K – – –
PFBT
1085
Parkside Financial Bank & Trust
Missouri
$950K +$4.01K +28 +0.4%
CWM
1086
Certus Wealth Management
California
$946K – – –
B
1087
Bellecapital
Switzerland
$944K – – –
TA
1088
TrueWealth Advisors
Alabama
$940K +$15.3K +107 +2%
WI
1089
WrapManager Inc
California
$940K +$64.3K +449 +7%
MSAM
1090
Moloney Securities Asset Management
Missouri
$936K -$30.2K -211 -3%
CPWM
1091
Cypress Point Wealth Management
Texas
$934K +$684K +4,774 +239%
DJSG
1092
D.J. St. Germain
Massachusetts
$928K +$39K +272 +4%
GG
1093
GenWealth Group
New Jersey
$922K -$13K -91 -1%
WMP
1094
Wealth Management Partners
Arizona
$920K – – –
WA
1095
WESPAC Advisors
California
$916K -$3.73K -26 -0.4%
CFP
1096
Curran Financial Partners
South Carolina
$915K -$10.9K -76 -1%
6F
1097
626 Financial
Michigan
$915K -$573 -4 -0.1%
CWC
1098
Carolinas Wealth Consulting
North Carolina
$907K -$1.25M -8,691 -56%
CA
1099
CoreCap Advisors
Michigan
$904K -$18.6K -130 -2%
FWM
1100
FSA Wealth Management
Massachusetts
$902K +$185K +1,292 +25%
42 43
44
45 46