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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1226
Crescent Grove Advisors
Illinois
$386K – – –
FBFS
1227
First Business Financial Services
Wisconsin
$386K – – –
FG
1228
Fiduciary Group
Georgia
$386K +$146 +1 +0%
CIS
1229
Continental Investors Services
Washington
$386K +$3.36K +23 +0.9%
BWA
1230
Beam Wealth Advisors
Louisiana
$385K -$13.3K -91 -3%
VCM
1231
Vigilant Capital Management
Maine
$385K +$17.9K +123 +5%
PCIA
1232
Prime Capital Investment Advisors
Kansas
$384K – – –
IB
1233
Intrust Bank
Kansas
$382K +$56.9K +390 +18%
CAM
1234
Cidel Asset Management
Ontario, Canada
$381K -$10.9K -75 -3%
MP
1235
McDonald Partners
Ohio
$380K +$182K +1,244 +94%
4FG
1236
4Thought Financial Group
New York
$379K -$780K -5,343 -68%
IP
1237
Ignite Planners
California
$379K +$2.04K +14 +0.5%
PWP
1238
Personal Wealth Partners
Minnesota
$379K +$374K +2,562 New
QCG
1239
Quadrant Capital Group
Ohio
$375K -$76.8K -526 -17%
EWA
1240
ERTS Wealth Advisors
Michigan
$375K -$35.3K -242 -9%
ST
1241
Smithfield Trust
Pennsylvania
$374K – – –
BFA
1242
Beacon Financial Advisory
Ohio
$374K +$91.8K +629 +33%
IIL
1243
Insight Inv LLC
California
$373K -$10.9K -75 -3%
CCFCSB
1244
Cape Cod Five Cents Savings Bank
Massachusetts
$373K +$15.3K +105 +4%
LA
1245
LexAurum Advisors
Kansas
$370K -$23.3K -160 -6%
PG
1246
Proffitt & Goodson
Tennessee
$370K +$366K +2,505 New
APW
1247
Atlantic Private Wealth
North Carolina
$369K -$28.2K -193 -7%
SWA
1248
Sightline Wealth Advisors
Connecticut
$368K +$1.46K +10 +0.4%
WJWM
1249
Williams Jones Wealth Management
New York
$365K +$361K +2,472 New
SFG
1250
SNS Financial Group
Minnesota
$362K -$19.6K -134 -5%
48 49
50
51 52