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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
Claro Advisors
Massachusetts
$310K -$162K -1,152 -33%
DWM
1302
Dopkins Wealth Management
New York
$310K +$4.09K +29 +1%
KC
1303
Kingfisher Capital
North Carolina
$309K +$1.98K +14 +0.6%
PCA
1304
Peddock Capital Advisors
Massachusetts
$308K -$162K -1,150 -33%
SAM
1305
Stone Asset Management
Texas
$306K +$327K +2,318 New
CPSC
1306
Carl P. Sherr & Co
Massachusetts
$305K – – –
IAMOG
1307
Investors Asset Management of Georgia
Georgia
$303K -$5.5K -39 -2%
MW
1308
Milestone Wealth
New York
$303K – – –
ORC
1309
O'Rourke & Company
Massachusetts
$302K +$11.4K +81 +4%
VCM
1310
Vision Capital Management
Oregon
$302K +$323K +2,290 New
OHIS
1311
Oak Harvest Investment Services
Texas
$301K +$11.6K +82 +4%
MCM
1312
Magnolia Capital Management
New York
$301K +$248K +1,755 +334%
V
1313
VeraBank
Texas
$299K – – –
EWM
1314
Endowment Wealth Management
Wisconsin
$298K -$24.1K -171 -7%
SCA
1315
Sandy Cove Advisors
Massachusetts
$298K +$132K +939 +71%
CA
1316
Calton & Associates
Florida
$297K -$618K -4,380 -66%
FFW
1317
Fusion Family Wealth
New York
$296K – – –
DCM
1318
DGS Capital Management
New Jersey
$296K +$25.4K +180 +9%
BCA
1319
Bay Colony Advisors
Massachusetts
$294K +$26.9K +191 +10%
MIC
1320
Means Investment Company
Maine
$293K +$1.41K +10 +0.5%
OA
1321
Operose Advisors
Wisconsin
$292K +$1.83K +13 +0.6%
BC
1322
Brio Consultants
California
$291K +$95.6K +678 +44%
AWM
1323
Aevitas Wealth Management
Massachusetts
$290K +$846 +6 +0.3%
SIA
1324
Soltis Investment Advisors
Utah
$289K -$217K -1,537 -41%
SW
1325
SkyOak Wealth
Michigan
$288K – – –
51 52
53
54 55