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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1201
Modus Advisors
Minnesota
$429K +$424K +2,906 New
RFM
1202
Royal Fund Management
Florida
$426K +$421K +2,888 New
SAM
1203
Summit Asset Management
Tennessee
$424K +$81.1K +556 +24%
PS
1204
Planned Solutions
California
$421K – – –
MWA
1205
Meridian Wealth Advisors
Texas
$419K +$3.94K +27 +1%
RDWM
1206
Red Door Wealth Management
Tennessee
$419K +$29.2K +200 +8%
BI
1207
Ballast Inc
Kentucky
$415K – – –
VCM
1208
Versant Capital Management
Arizona
$414K -$84.2K -577 -17%
CCMD
1209
Cypress Capital Management (Delaware)
Delaware
$414K – – –
FSG
1210
Financial Strategies Group
Michigan
$414K +$72.4K +496 +22%
GG
1211
Gofen & Glossberg
Illinois
$413K +$584 +4 +0.1%
KFI
1212
Key Financial Inc
Pennsylvania
$413K +$4.09K +28 +1%
AA
1213
Advisory Alpha
Michigan
$413K +$102K +700 +33%
ML
1214
McAdam LLC
Pennsylvania
$412K +$45.1K +309 +12%
WB
1215
Webster Bank
Connecticut
$408K +$1.9K +13 +0.5%
LPP
1216
Life Planning Partners
Florida
$406K +$213K +1,458 +113%
MC
1217
Mathes Company
New York
$404K – – –
RW
1218
REDW Wealth
New Mexico
$404K +$27.1K +186 +7%
FNBOMD
1219
First National Bank of Mount Dora
Florida
$400K – – –
KIA
1220
KCM Investment Advisors
California
$400K +$12.1K +83 +3%
EIP
1221
Ellis Investment Partners
Pennsylvania
$392K +$51.4K +352 +15%
AUB
1222
Atlantic Union Bankshares
Virginia
$390K – – –
SC
1223
SouthState Corp
Florida
$390K – – –
AWS
1224
AJ Wealth Strategies
New York
$387K – – –
BBPWM
1225
Blue Bell Private Wealth Management
Pennsylvania
$387K +$382K +2,620 New
47 48
49
50 51