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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
1326
RF&L Wealth Management
Massachusetts
$698K +$4.92K +35 +0.8%
WMWM
1327
Whitaker-Myers Wealth Managers
Ohio
$696K -$629K -4,471 -49%
BFIM
1328
Beese Fulmer Investment Management
Ohio
$686K +$15.8K +112 +3%
EA
1329
Everpar Advisors
Oklahoma
$684K +$644K +4,578 New
IAG
1330
Investmark Advisory Group
Connecticut
$682K +$2.53K +18 +0.4%
BBNA
1331
Bremer Bank National Association
Minnesota
$681K +$47.4K +337 +8%
SWP
1332
Strategic Wealth Partners
Ohio
$679K +$49.9K +355 +8%
RWPA
1333
Richard W. Paul & Associates
Michigan
$677K -$73K -519 -10%
ACM
1334
Advance Capital Management
Michigan
$674K -$6.89K -49 -1%
SFS
1335
Summit Financial Strategies
Ohio
$672K -$67.8K -482 -10%
BFM
1336
Boston Financial Management
Massachusetts
$669K -$71.2K -506 -10%
OBWG
1337
Onyx Bridge Wealth Group
New York
$665K -$6.05K -43 -1%
AIA
1338
Ally Invest Advisors
North Carolina
$664K +$307K +2,180 +96%
SFO
1339
Stokes Family Office
Louisiana
$662K +$271K +1,929 +77%
PA
1340
Procyon Advisors
Connecticut
$662K -$105K -747 -14%
IWA
1341
Icon Wealth Advisors
Texas
$660K +$622K +4,418 New
SHFA
1342
SC&H Financial Advisors
Maryland
$657K +$2.81K +20 +0.5%
HIG
1343
Heritage Investment Group
Florida
$657K -$250K -1,780 -29%
RIA
1344
RPG Investment Advisory
California
$655K -$141 -1 -0%
ACM
1345
Allred Capital Management
Texas
$655K +$2.25K +16 +0.4%
NCM
1346
NCM Capital Management
New Jersey
$653K – – –
NW
1347
Naviter Wealth
Arkansas
$652K +$613K +4,359 New
PFGIA
1348
Patriot Financial Group Insurance Agency
Massachusetts
$648K +$5.77K +41 +1%
FG
1349
Fairman Group
Pennsylvania
$648K +$610K +4,334 New
TCWM
1350
Total Clarity Wealth Management
Illinois
$646K -$59.8K -425 -9%
52 53
54
55 56