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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1176
Pecaut & Co
Iowa
$668K +$34.1K +243 +5%
SFS
1177
Summit Financial Strategies
Ohio
$665K +$8.42K +60 +1%
HW
1178
Hancock Whitney
Mississippi
$663K +$5.89K +42 +0.9%
FNWM
1179
Financial Network Wealth Management
Utah
$662K +$157K +1,119 +30%
WCG
1180
Weaver Consulting Group
California
$660K -$23.2K -165 -3%
SRC
1181
Shufro Rose & Co
New York
$660K +$329K +2,344 +96%
JWCA
1182
J.W. Coons Advisors
Ohio
$655K -$14.6K -104 -2%
HA
1183
HC Advisors
Georgia
$654K +$66.7K +475 +11%
CFS
1184
Cannon Financial Strategists
Georgia
$654K +$281 +2 +0%
RLWM
1185
RF&L Wealth Management
Massachusetts
$651K – – –
TWA
1186
Talisman Wealth Advisors
New Jersey
$648K +$8.98K +64 +1%
FSA
1187
Fort Sheridan Advisors
Illinois
$647K +$68.9K +491 +12%
LW
1188
Linscomb Wealth
Texas
$647K -$28.1K -200 -4%
1WM
1189
1900 Wealth Management
Texas
$646K – – –
CIA
1190
Compass Ion Advisors
Pennsylvania
$640K +$179K +1,279 +38%
CIA
1191
Cohen Investment Advisors
New Hampshire
$639K +$33.5K +239 +5%
LOPW
1192
Live Oak Private Wealth
North Carolina
$638K – – –
IFWM
1193
Institute for Wealth Management
Colorado
$635K +$34.4K +245 +6%
TLA
1194
Tanglewood Legacy Advisors
Texas
$635K +$645K +4,599 New
IAG
1195
Investmark Advisory Group
Connecticut
$631K -$248K -1,766 -28%
CCA
1196
Conservest Capital Advisors
Pennsylvania
$631K – – –
HR
1197
Howe & Rusling
New York
$629K -$10.7K -76 -2%
AMM
1198
American Money Management
California
$629K +$1.97K +14 +0.3%
BWP
1199
Bernardo Wealth Planning
Pennsylvania
$627K +$85K +606 +15%
RRC
1200
Relaxing Retirement Coach
Massachusetts
$626K +$281 +2 +0%
46 47
48
49 50