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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1201
FFT Wealth Management
Pennsylvania
$1.97M -$293K -1,557 -13%
MFA
1202
McClarren Financial Advisors
Pennsylvania
$1.97M -$686K -3,648 -35%
PIMG
1203
Patriot Investment Management Group
Tennessee
$1.97M +$176K +935 +10%
BWA
1204
Blodgett Wealth Advisors
California
$1.97M +$25.4K +135 +1%
MCWS
1205
McKinley Carter Wealth Services
West Virginia
$1.97M +$44K +234 +2%
JHCP
1206
Jackson Hole Capital Partners
Oklahoma
$1.96M – – –
BBHC
1207
Brown Brothers Harriman & Co
New York
$1.96M +$1.2M +6,406 +166%
CWM
1208
Circle Wealth Management
New Jersey
$1.93M – – –
SCM
1209
Sollinda Capital Management
Florida
$1.93M +$1.9M +10,096 New
SLWM
1210
Stone Loft Wealth Management
Pennsylvania
$1.92M +$1.89M +10,063 New
TF
1211
Theory Financial
Colorado
$1.91M -$440K -2,341 -20%
PHS
1212
Pekin Hardy Strauss
Illinois
$1.91M +$348K +1,850 +23%
CBT
1213
Crews Bank & Trust
Florida
$1.9M +$86.5K +460 +5%
ACI
1214
Alpha Cubed Investments
California
$1.9M -$33.1K -176 -2%
NRWA
1215
North Ridge Wealth Advisors
Oregon
$1.9M – – –
TI
1216
Truepoint Inc
Ohio
$1.9M -$10.7K -57 -0.6%
DAS
1217
DMKC Advisory Services
Iowa
$1.89M – – –
THL
1218
Tillman Hartley LLC
Colorado
$1.89M +$44.4K +236 +2%
IFWM
1219
Institute for Wealth Management
Colorado
$1.88M -$52.7K -280 -3%
LRIA
1220
Leonard Rickey Investment Advisors
Washington
$1.88M -$59.8K -318 -3%
LA
1221
Lifeworks Advisors
Michigan
$1.88M -$201K -1,067 -10%
BIM
1222
Bridges Investment Management
Nebraska
$1.88M +$357K +1,898 +24%
ALA
1223
Atlas Legacy Advisors
California
$1.88M +$118K +626 +7%
SF
1224
Seek First
California
$1.86M -$23.5K -125 -1%
IPS
1225
Investors Portfolio Services
Washington
$1.86M +$1.83M +9,751 New
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