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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1301
ERTS Wealth Advisors
Michigan
$313K – – –
IIL
1302
Insight Inv LLC
California
$312K – – –
CA
1303
Claro Advisors
Massachusetts
$310K – – –
PG
1304
Proffitt & Goodson
Tennessee
$309K – – –
WWM
1305
Windsor Wealth Management
Indiana
$308K -$31.9K -236 -9%
CAM
1306
Cidel Asset Management
Ontario, Canada
$306K -$13.5K -100 -4%
B
1307
BetterWealth
California
$303K – – –
MLFP
1308
MPS Loria Financial Planners
Illinois
$303K +$405 +3 +0.1%
AUB
1309
Atlantic Union Bankshares
Virginia
$302K -$26.5K -196 -7%
ACM
1310
Avalon Capital Management
California
$301K -$781K -5,782 -70%
TCWM
1311
Total Clarity Wealth Management
Illinois
$301K -$13.9K -103 -4%
ASI
1312
Advisory Services & Investments
Oregon
$301K – – –
GPA
1313
Garrison Point Advisors
California
$301K – – –
OFS
1314
OneAscent Financial Services
Alabama
$298K -$5K -37 -2%
ORC
1315
O'Rourke & Company
Massachusetts
$297K +$15.1K +112 +5%
SFG
1316
SNS Financial Group
Minnesota
$296K -$4.87K -36 -1%
CA
1317
Calton & Associates
Florida
$296K +$19.7K +146 +6%
IIM
1318
InTrack Investment Management
Vermont
$296K +$85.2K +630 +36%
APW
1319
Atlantic Private Wealth
North Carolina
$294K – – –
MWM
1320
Marietta Wealth Management
Georgia
$294K – – –
BFWA
1321
Benchmark Financial Wealth Advisors
Florida
$294K +$2.03K +15 +0.6%
BWM
1322
Bulltick Wealth Management
Florida
$293K – – –
CWM
1323
Calamos Wealth Management
Illinois
$293K +$59.7K +442 +23%
KC
1324
Kingfisher Capital
North Carolina
$292K +$2.16K +16 +0.7%
DWM
1325
Dopkins Wealth Management
New York
$290K +$270 +2 +0.1%
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