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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1176
Sanctuary Wealth Management
Idaho
$718K +$147K +1,069 +26%
LC
1177
Lincoln Capital
Nebraska
$712K -$13.6K -99 -2%
GIA
1178
GHP Investment Advisors
Colorado
$708K +$29.5K +214 +4%
SG
1179
Stonnington Group
California
$707K -$222K -1,615 -25%
BMWM
1180
Brown Miller Wealth Management
Virginia
$705K +$89.5K +650 +15%
TWA
1181
TCI Wealth Advisors
Arizona
$697K +$97K +704 +17%
WCG
1182
Weaver Consulting Group
California
$694K – – –
PMFA
1183
Plante Moran Financial Advisors
Michigan
$687K -$40.4K -293 -6%
LW
1184
Linscomb Wealth
Texas
$686K +$11.2K +81 +2%
CAG
1185
Curtis Advisory Group
California
$684K +$149K +1,080 +28%
AIC
1186
Ayalon Insurance Company
Israel
$682K +$76K +552 +13%
CRC
1187
Curi RMB Capital
Illinois
$681K +$54.1K +393 +9%
JWCA
1188
J.W. Coons Advisors
Ohio
$681K -$612K -4,441 -48%
TAM
1189
Townsend Asset Management
North Carolina
$679K +$30.6K +222 +5%
WA
1190
WP Advisors
California
$675K +$4.82K +35 +0.7%
WFPG
1191
Waller Financial Planning Group
Ohio
$673K -$93.7K -680 -12%
SS
1192
Simplicity Solutions
Minnesota
$670K -$54.3K -394 -8%
HW
1193
Hancock Whitney
Mississippi
$668K +$23K +167 +4%
SFS
1194
Summit Financial Strategies
Ohio
$667K -$6.34K -46 -1%
GLLW
1195
Graves Light Lenhart Wealth
Virginia
$665K +$171K +1,239 +35%
FAAM
1196
First Ascent Asset Management
Colorado
$665K +$653K +4,739 New
CFS
1197
Cannon Financial Strategists
Georgia
$664K -$353K -2,565 -35%
RLWM
1198
RF&L Wealth Management
Massachusetts
$662K +$650K +4,717 New
WCFA
1199
Walkner Condon Financial Advisors
Wisconsin
$660K +$25.8K +187 +4%
PFM
1200
Peak Financial Management
Massachusetts
$657K +$198K +1,441 +44%
46 47
48
49 50