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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1126
Telos Capital Management
California
$241K – – –
TLFA
1127
True Link Financial Advisors
California
$240K – – –
SSC
1128
Syverson Strege & Co
Iowa
$239K – – –
ISWM
1129
Independent Solutions Wealth Management
New York
$239K – – –
RP
1130
Rowlandmiller & Partners
Georgia
$237K +$41.8K +300 +14%
RPGK
1131
Retirement Planning Group (Kansas)
Kansas
$237K -$1.76M -12,664 -88%
WT
1132
Washington Trust
Rhode Island
$237K +$24.6K +177 +11%
SAG
1133
Spotlight Asset Group
Illinois
$236K +$4.18K +30 +2%
RIA
1134
RPG Investment Advisory
California
$236K +$33.4K +240 +16%
CSPAM
1135
Cary Street Partners Asset Management
Virginia
$235K -$36.1M -259,224 -99%
MCM
1136
Murphy Capital Management
New Jersey
$233K -$109K -785 -31%
KWMG
1137
King Wealth Management Group
Florida
$232K -$11.7K -84 -5%
RF
1138
RHS Financial
California
$232K +$418 +3 +0.2%
CAS
1139
Cascadia Advisory Services
Oregon
$231K -$509K -3,655 -68%
KW
1140
KWB Wealth
California
$231K -$35.1K -252 -13%
AP
1141
Adero Partners
California
$231K +$237K +1,704 New
FNB
1142
Farmers National Bank
Kentucky
$231K +$270K +1,941 New
AGA
1143
Arkos Global Advisors
Texas
$229K – – –
FDCC
1144
Foster Dykema Cabot & Co
Massachusetts
$229K – – –
FB
1145
Fulton Bank
Pennsylvania
$229K – – –
PWW
1146
Pettyjohn Wood & White
Virginia
$229K +$1.25K +9 +0.5%
AP
1147
Appleton Partners
Massachusetts
$228K +$2.37K +17 +1%
BI
1148
Berkeley Inc
Idaho
$227K -$53.5K -384 -19%
SCM
1149
Sterneck Capital Management
Missouri
$226K +$1.39K +10 +0.6%
ICM
1150
IMS Capital Management
Oregon
$224K – – –
44 45
46
47 48