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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1276
HBK Sorce Advisory
Pennsylvania
$1.15M -$275K -1,577 -19%
ACM
1277
Aspen Capital Management
Idaho
$1.14M +$1.15M +6,620 New
GWA
1278
Geometric Wealth Advisors
District of Columbia
$1.14M +$436K +2,501 +61%
LSWP
1279
Liberty Square Wealth Partners
Pennsylvania
$1.13M -$5.23K -30 -0.5%
CFO
1280
CVA Family Office
Colorado
$1.13M +$264K +1,512 +30%
RFN
1281
Redwood Financial Network
Ohio
$1.13M +$143K +821 +14%
WMP
1282
Wealth Management Partners
Arizona
$1.13M -$6.8K -39 -0.6%
OA
1283
Operose Advisors
Wisconsin
$1.13M +$1.05K +6 +0.1%
ST
1284
Smithfield Trust
Pennsylvania
$1.13M – – –
PTP
1285
Platform Technology Partners
New York
$1.12M – – –
WT
1286
Washington Trust
Rhode Island
$1.12M +$23.7K +136 +2%
CFA
1287
Camarda Financial Advisors
Florida
$1.12M +$575K +3,299 +103%
BAM
1288
Brave Asset Management
New Jersey
$1.12M +$17.4K +100 +2%
SFWA
1289
Summit Financial Wealth Advisors
Louisiana
$1.11M -$81.1K -465 -7%
FCP
1290
Fidelis Capital Partners
Florida
$1.1M – – –
EFA
1291
Evernest Financial Advisors
Indiana
$1.09M -$107K -616 -9%
ACM
1292
Ardent Capital Management
Ohio
$1.09M – – –
WA
1293
Whipplewood Advisors
Colorado
$1.09M +$2.04M +11,708 +187%
GSEP
1294
Golden State Equity Partners
California
$1.09M +$190K +1,087 +21%
CWM
1295
Copia Wealth Management
Oregon
$1.09M -$698 -4 -0.1%
PP
1296
Patron Partners
Texas
$1.09M -$109K -624 -9%
OWA
1297
Oak Wealth Advisors
Illinois
$1.08M – – –
PFG
1298
Pinnacle Financial Group
Illinois
$1.08M +$29.8K +171 +3%
WCFA
1299
Walkner Condon Financial Advisors
Wisconsin
$1.08M +$43.9K +252 +4%
GFPC
1300
Global Financial Private Client
Florida
$1.08M +$7.85K +45 +0.7%
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