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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1201
Chatham Capital Group
Georgia
$938K +$18.5K +120 +2%
DIA
1202
Dana Investment Advisors
Wisconsin
$937K -$80.9K -525 -8%
PB
1203
Pinnacle Bancorp
Nebraska
$933K -$1.08K -7 -0.1%
WW
1204
Waterfront Wealth
Kansas
$931K -$109K -709 -11%
HAM
1205
Harmony Asset Management
Arizona
$931K +$881K +5,716 New
AWM
1206
Atticus Wealth Management
Florida
$931K -$617 -4 -0.1%
6F
1207
626 Financial
Michigan
$930K -$148K -961 -14%
SAM
1208
SignalPoint Asset Management
Missouri
$929K -$11.1K -72 -1%
TDC
1209
Thompson Davis & Co
Virginia
$929K -$132K -855 -13%
CFS
1210
CGC Financial Services
Oregon
$927K – – –
BCP
1211
Berkeley Capital Partners
Georgia
$923K -$5.44M -35,265 -86%
JFGIW
1212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$13.1K -85 -1%
GAM
1213
Gould Asset Management
California
$921K -$29.3K -190 -3%
VT
1214
Vise Technologies
New York
$918K -$699K -4,537 -45%
IWA
1215
Inspirion Wealth Advisors
Illinois
$917K – – –
SWM
1216
Selective Wealth Management
Virginia
$917K +$890K +5,773 New
HNWAG
1217
High Net Worth Advisory Group
Florida
$916K +$867K +5,621 New
JSL
1218
JT Stratford LLC
Georgia
$915K +$16.6K +108 +2%
SL
1219
Sentinus LLC
Illinois
$913K +$864K +5,607 New
AA
1220
Alesco Advisors
New York
$909K -$925 -6 -0.1%
RFN
1221
Redwood Financial Network
Ohio
$908K -$62.9K -408 -7%
TFM
1222
TFC Financial Management
Massachusetts
$902K +$771 +5 +0.1%
SWM
1223
Sugarloaf Wealth Management
Georgia
$902K +$62.6K +406 +8%
CCA
1224
Cobblestone Capital Advisors
New York
$901K -$6.94K -45 -0.8%
CWA
1225
Canvas Wealth Advisors
Kansas
$899K -$101K -657 -10%
47 48
49
50 51