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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1126
Baker Tilly Wealth Management
Wisconsin
$257K -$8.24K -60 -3%
CT
1127
Caldwell Trust
Florida
$256K +$78.3K +570 +44%
SA
1128
Sunesis Advisors
Kansas
$256K -$25K -182 -9%
CNC
1129
Canandaigua National Corp
New York
$253K – – –
RMCM
1130
Reynders McVeigh Capital Management
Massachusetts
$253K +$25K +182 +11%
FFWA
1131
FRG Family Wealth Advisors
Washington
$252K – – –
BIM
1132
Bridges Investment Management
Nebraska
$252K +$4.4K +32 +2%
PD
1133
Planning Directions
Pennsylvania
$251K +$251K +1,829 New
HPC
1134
Hobart Private Capital
North Carolina
$251K +$3.71K +27 +2%
SFG
1135
Sovereign Financial Group
Connecticut
$250K – – –
RWM
1136
Raffa Wealth Management
District of Columbia
$250K +$1.1K +8 +0.4%
RA
1137
Riversedge Advisors
Delaware
$249K – – –
OHIS
1138
Oak Harvest Investment Services
Texas
$248K +$248K +1,805 New
PGA
1139
Portland Global Advisors
Maine
$247K – – –
KWMG
1140
King Wealth Management Group
Florida
$247K +$247K +1,800 New
SHA
1141
Seneca House Advisors
Virginia
$245K -$36K -262 -13%
TCM
1142
Telos Capital Management
California
$245K +$2.75K +20 +1%
TLFA
1143
True Link Financial Advisors
California
$244K -$100K -729 -29%
AAS
1144
Annex Advisory Services
Wisconsin
$244K +$9.07K +66 +4%
IF
1145
Intrua Financial
Texas
$244K +$22.4K +163 +11%
SSC
1146
Syverson Strege & Co
Iowa
$243K – – –
ISWM
1147
Independent Solutions Wealth Management
New York
$243K +$243K +1,765 New
EC
1148
Estate Counselors
Wisconsin
$240K +$240K +1,750 New
WCFA
1149
Walkner Condon Financial Advisors
Wisconsin
$238K -$30K -218 -11%
MIC
1150
Means Investment Company
Maine
$238K +$6.32K +46 +3%
44 45
46
47 48