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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1301
TimeScale Financial
Massachusetts
$269K -$75K -525 -22%
PD
1302
Planning Directions
Pennsylvania
$269K +$1.57K +11 +0.6%
NWMG
1303
National Wealth Management Group
Ohio
$268K +$260K +1,822 New
SB
1304
Sunflower Bank
Texas
$268K – – –
FWA
1305
FSC Wealth Advisors
New York
$265K +$257K +1,803 New
ISWM
1306
Independent Solutions Wealth Management
New York
$264K +$4.71K +33 +2%
PGA
1307
Portland Global Advisors
Maine
$264K – – –
OHIS
1308
Oak Harvest Investment Services
Texas
$263K -$3.71K -26 -1%
TLFA
1309
True Link Financial Advisors
California
$261K – – –
SSC
1310
Syverson Strege & Co
Iowa
$260K – – –
FMII
1311
Farmers & Merchants Investments Inc
Nebraska
$259K +$75.8K +531 +43%
MWM
1312
Marion Wealth Management
Pennsylvania
$258K +$251K +1,757 New
WA1
1313
Wimmer Associates 1
California
$257K -$64.3K -450 -21%
RPGK
1314
Retirement Planning Group (Kansas)
Kansas
$254K -$3.28K -23 -1%
FFP
1315
Forbes Financial Planning
Rhode Island
$254K +$246K +1,721 New
MCM
1316
Murphy Capital Management
New Jersey
$253K – – –
CAG
1317
Curtis Advisory Group
California
$253K +$13.6K +95 +6%
DCM
1318
Donaldson Capital Management
Indiana
$253K +$20.7K +145 +9%
C
1319
Certuity
Florida
$252K -$48.1K -337 -16%
GSEP
1320
Golden State Equity Partners
California
$252K -$11.3K -79 -4%
KWMG
1321
King Wealth Management Group
Florida
$252K -$714 -5 -0.3%
KW
1322
KWB Wealth
California
$252K +$428 +3 +0.2%
AP
1323
Adero Partners
California
$252K +$1K +7 +0.4%
ATPW
1324
Ashton Thomas Private Wealth
Arizona
$251K +$243K +1,705 New
FDCC
1325
Foster Dykema Cabot & Co
Massachusetts
$249K – – –
51 52
53
54 55