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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1301
Daymark Wealth Partners
Ohio
$502K +$134K +965 +38%
LPT
1302
Legacy Private Trust
Wisconsin
$502K -$1.61M -11,626 -77%
CWAG
1303
Carlsbad Wealth Advisory Group
California
$502K +$491K +3,533 New
SW
1304
SkyOak Wealth
Michigan
$499K – – –
SFPG
1305
Stonebridge Financial Planning Group
Florida
$496K +$13.9K +100 +3%
AFP
1306
Ausdal Financial Partners
Iowa
$494K +$694 +5 +0.1%
TVAMP
1307
Tennessee Valley Asset Management Partners
Tennessee
$493K +$1.25K +9 +0.3%
SCM
1308
Spreng Capital Management
Ohio
$491K – – –
BC
1309
Burney Company
Virginia
$489K -$985K -7,089 -67%
BWA
1310
Beam Wealth Advisors
Louisiana
$486K -$1.39K -10 -0.3%
C
1311
Certuity
Florida
$485K +$171K +1,233 +56%
LWA
1312
LWS Wealth Advisors
New Jersey
$485K +$38.5K +277 +9%
CIA
1313
Cape Investment Advisory
Georgia
$484K -$3.47K -25 -0.7%
CSC
1314
Caldwell Sutter Capital
California
$484K +$290K +2,086 +158%
HPIA
1315
Hamilton Point Investment Advisors
North Carolina
$483K -$3.89K -28 -0.8%
FCH
1316
Freestone Capital Holdings
Washington
$482K -$8.47K -61 -2%
FWP
1317
FAS Wealth Partners
Kansas
$480K +$14K +101 +3%
CWS
1318
Cypress Wealth Services
California
$478K – – –
CIA
1319
Cladis Investment Advisory
Montana
$476K -$3.47K -25 -0.7%
VM
1320
VPR Management
Texas
$476K – – –
FWM
1321
Fairhaven Wealth Management
Illinois
$475K +$464K +3,341 New
JPLA
1322
Joseph P. Lucia & Associates
New York
$474K -$112K -808 -19%
MIAS
1323
Mason Investment Advisory Services
Virginia
$473K -$5.28K -38 -1%
NB
1324
NBT Bank
New York
$473K – – –
AA
1325
AlphaQ Advisors
Florida
$472K +$461K +3,319 New
51 52
53
54 55