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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$734K -$249K -1,616 -26%
HHGA
1302
Halbert Hargrove Global Advisors
California
$733K -$111K -717 -14%
HFM
1303
Hartford Funds Management
Pennsylvania
$732K -$138K -893 -17%
SFS
1304
Summit Financial Strategies
Ohio
$728K -$3.55K -23 -0.5%
SFO
1305
Stokes Family Office
Louisiana
$726K +$4.01K +26 +0.6%
T
1306
TNF
Montana
$724K -$10.9K -71 -2%
CAI
1307
Capital Advisors Inc
Oklahoma
$723K +$279K +1,812 +69%
LA
1308
Latitude Advisors
Florida
$722K +$27.9K +181 +4%
IWA
1309
Icon Wealth Advisors
Texas
$720K +$925 +6 +0.1%
CAG
1310
Curtis Advisory Group
California
$719K -$107K -697 -14%
SWP
1311
Summit Wealth Partners
Florida
$716K -$67.7K -439 -9%
ACM
1312
Allred Capital Management
Texas
$715K +$2K +13 +0.3%
BFM
1313
Boston Financial Management
Massachusetts
$715K -$13.3K -86 -2%
TWA
1314
TCI Wealth Advisors
Arizona
$715K -$84.6K -549 -11%
TW
1315
TrinityPoint Wealth
Connecticut
$714K +$17.4K +113 +3%
BMMM
1316
Boston Mountain Money Management
Arkansas
$713K +$675K +4,376 New
RK
1317
Rather & Kittrell
Tennessee
$711K +$215K +1,397 +47%
NCM
1318
NCM Capital Management
New Jersey
$711K – – –
AWA
1319
Acorn Wealth Advisors
Michigan
$709K -$269K -1,744 -29%
ACM
1320
Absolute Capital Management
Pennsylvania
$708K +$76.9K +499 +13%
TI
1321
Tidal Investments
Wisconsin
$707K +$329K +2,132 +96%
HIS
1322
Horizon Investment Services
Indiana
$704K -$180K -1,167 -21%
SCI
1323
Silver Coast Investments
United States
$703K +$665K +4,316 New
NW
1324
Naviter Wealth
Arkansas
$702K -$7.4K -48 -1%
TCPW
1325
Twin City Private Wealth
North Carolina
$702K +$664K +4,309 New
51 52
53
54 55