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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1151
TrueWealth Advisors
Alabama
$1.04M +$43.5K +272 +4%
DI
1152
Diligent Investors
California
$1.04M -$14.4K -90 -1%
BCP
1153
Berkeley Capital Partners
Georgia
$1.03M +$125K +783 +14%
V
1154
VeraBank
Texas
$1.03M +$63.9K +400 +7%
WMR
1155
Wealth Management Resources
Rhode Island
$1.03M +$38.4K +240 +4%
WT
1156
Washington Trust
Rhode Island
$1.02M -$97.3K -609 -9%
KWS
1157
Keystone Wealth Services
California
$1.02M -$87.3K -546 -8%
BAM
1158
Brave Asset Management
New Jersey
$1.01M +$21.6K +135 +2%
ACM
1159
Ardent Capital Management
Ohio
$1.01M -$61.5K -385 -6%
RW
1160
Rede Wealth
Virginia
$1.01M +$27.5K +172 +3%
CWA
1161
Canvas Wealth Advisors
Kansas
$1.01M +$32.6K +204 +4%
WMP
1162
Wealth Management Partners
Arizona
$1.01M -$479 -3 -0%
CCB
1163
Country Club Bank
Missouri
$1M – – –
FGAM
1164
Financial Gravity Asset Management
Texas
$1M +$428K +2,676 +75%
MBT
1165
Montecito Bank & Trust
California
$996K – – –
BGA
1166
Battery Global Advisors
Massachusetts
$987K – – –
HKIMG
1167
Hutchens & Kramer Investment Management Group
Indiana
$982K -$61.2K -383 -6%
HSG
1168
Helen Stephens Group
Texas
$980K +$976K +6,109 New
SWM
1169
Sugarloaf Wealth Management
Georgia
$978K +$89.2K +558 +10%
WI
1170
WrapManager Inc
California
$974K -$105K -654 -10%
JSL
1171
JT Stratford LLC
Georgia
$971K +$69.2K +433 +8%
ACM
1172
Advance Capital Management
Michigan
$968K -$143K -897 -13%
PFM
1173
Peak Financial Management
Massachusetts
$966K -$4.96K -31 -0.5%
PA
1174
Procyon Advisors
Connecticut
$965K +$106K +664 +12%
CCMG
1175
Clark Capital Management Group
Pennsylvania
$964K +$134K +840 +16%
45 46
47
48 49