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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1276
Parsonex Advisory Services
Colorado
$1.8M -$246K -1,230 -12%
LWM
1277
Level Wealth Management
North Carolina
$1.79M +$511K +2,550 +39%
AT
1278
American Trust
Kentucky
$1.78M +$42.8K +214 +2%
VFG
1279
Victory Financial Group
Texas
$1.78M +$333K +1,662 +22%
PHWM
1280
Pine Harbor Wealth Management
Maryland
$1.78M +$290K +1,446 +19%
FA
1281
Fiduciary Alliance
South Carolina
$1.78M +$45.7K +228 +3%
SCA
1282
Sandy Cove Advisors
Massachusetts
$1.78M – – –
SC
1283
Scotia Capital
Ontario, Canada
$1.78M -$72.5K -362 -4%
CCMG
1284
Clark Capital Management Group
Pennsylvania
$1.77M -$769K -3,840 -30%
HA
1285
Hegarty Advisors
New York
$1.76M -$23K -115 -1%
PWMA
1286
Pension & Wealth Management Advisors
Massachusetts
$1.75M +$122K +608 +7%
OFG
1287
Orcam Financial Group
California
$1.75M +$108K +541 +6%
RMA
1288
Roffman Miller Associates
Pennsylvania
$1.75M -$43.9K -219 -2%
ISB
1289
Iowa State Bank
Iowa
$1.74M – – –
AAG
1290
Asset Advisory Group
New Jersey
$1.74M +$575K +2,872 +48%
AOWM
1291
Asset One Wealth Management
Washington
$1.74M +$271K +1,354 +19%
HW
1292
HORAN Wealth
Ohio
$1.74M +$1.82M +9,088 New
ALA
1293
Atlas Legacy Advisors
California
$1.74M -$197K -982 -10%
FC
1294
Fjell Capital
North Dakota
$1.73M -$571K -2,851 -24%
JGC
1295
J. Goldman & Co
New York
$1.72M +$1.75M +8,754 New
RGF
1296
Retirement Guys Formula
Ohio
$1.71M +$16.4K +82 +0.9%
MCM
1297
MidAtlantic Capital Management
Virginia
$1.7M +$78.1K +390 +5%
KWS
1298
Keystone Wealth Services
California
$1.69M +$20.6K +103 +1%
BFIM
1299
Beese Fulmer Investment Management
Ohio
$1.69M +$289K +1,443 +20%
BPW
1300
BLVD Private Wealth
Kentucky
$1.69M +$256K +1,280 +17%
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