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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1301
Maripau Wealth Management
Indiana
$1.25M -$104K -577 -8%
ACM
1302
Aspen Capital Management
Idaho
$1.25M +$3.98K +22 +0.3%
WAM
1303
WNY Asset Management
New York
$1.24M -$317K -1,750 -21%
WMP
1304
Wealth Management Partners
Arizona
$1.24M – – –
NS
1305
NBC Securities
Alabama
$1.24M +$90.5K +500 +8%
PB
1306
Pinnacle Bancorp
Nebraska
$1.23M +$11.4K +63 +1%
GFPC
1307
Global Financial Private Client
Florida
$1.23M +$68.4K +378 +6%
JHC
1308
J. Hagan Capital
Kentucky
$1.23M +$242K +1,335 +25%
OA
1309
Operose Advisors
Wisconsin
$1.22M -$101K -558 -8%
CWMGO
1310
Capstone Wealth Management Group (Oregon)
Oregon
$1.22M +$175K +965 +17%
LSWP
1311
Liberty Square Wealth Partners
Pennsylvania
$1.22M -$7.24K -40 -0.6%
PTP
1312
Platform Technology Partners
New York
$1.21M – – –
LA
1313
Legacy Advisors
Pennsylvania
$1.2M +$1.16M +6,413 New
KBFS
1314
Kohmann Bosshard Financial Services
Ohio
$1.2M +$181 +1 +0%
WA
1315
WP Advisors
California
$1.2M -$46.9K -259 -4%
CIM
1316
Corda Investment Management
Texas
$1.2M -$59.8K -330 -5%
BPW
1317
BLVD Private Wealth
Kentucky
$1.18M +$318K +1,758 +38%
CFO
1318
CVA Family Office
Colorado
$1.18M -$41.5K -229 -3%
RBFC
1319
Roman Butler Fullerton & Co
Missouri
$1.18M +$58.3K +322 +5%
ACM
1320
Ardent Capital Management
Ohio
$1.18M – – –
WA1
1321
Wimmer Associates 1
California
$1.18M +$29K +160 +3%
EWM
1322
Endowment Wealth Management
Wisconsin
$1.17M +$5.97K +33 +0.5%
ST
1323
Smithfield Trust
Pennsylvania
$1.17M -$42K -232 -4%
TIAAOA
1324
Teachers Insurance & Annuity Association of America
New York
$1.17M +$30.2K +167 +3%
SWM
1325
Selective Wealth Management
Virginia
$1.17M +$661K +3,653 +140%
51 52
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