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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1326
Private Client Services
Kentucky
$1.01M – – –
PBF
1327
Petix & Botte Financial
California
$1.01M -$4.21K -24 -0.4%
FCM
1328
Fortis Capital Management
Washington
$1M +$821K +4,676 +372%
CCB
1329
Country Club Bank
Missouri
$1M – – –
PB
1330
Pinnacle Bancorp
Nebraska
$1M +$20.7K +118 +2%
BFS
1331
BridgePort Financial Solutions
Iowa
$1M +$1,000K +5,697 New
XPN
1332
XY Planning Network
Montana
$1,000K +$1.04M +5,906 New
HSG
1333
Helen Stephens Group
Texas
$999K -$41.9K -239 -4%
RK
1334
Rather & Kittrell
Tennessee
$998K -$42.5K -242 -4%
UI
1335
Unconventional Investor
New Hampshire
$993K +$702 +4 +0.1%
OFP
1336
OFC Financial Planning
New Jersey
$992K +$1.03M +5,862 New
RRA
1337
Round Rock Advisors
Connecticut
$992K -$206K -1,175 -17%
FM
1338
Foster & Motley
Ohio
$990K +$17.7K +101 +2%
CMA
1339
Cedar Mountain Advisors
Oregon
$987K – – –
LG
1340
LAM Group
Oregon
$984K – – –
EWM
1341
Endowment Wealth Management
Wisconsin
$983K -$86.9K -495 -8%
BIA
1342
Barry Investment Advisors
Massachusetts
$982K -$4.74K -27 -0.5%
I
1343
InvesTrust
Oklahoma
$982K +$1.02M +5,810 New
MGW
1344
MB Generational Wealth
Washington
$979K – – –
DIA
1345
Dana Investment Advisors
Wisconsin
$977K -$30.7K -175 -3%
AFM
1346
Abbot Financial Management
Massachusetts
$974K +$3.51K +20 +0.3%
TCBWMS
1347
Texas Capital Bank Wealth Management Services
Texas
$973K -$85.3K -486 -8%
RFN
1348
Redwood Financial Network
Ohio
$971K -$27K -154 -3%
FSA
1349
Fort Sheridan Advisors
Illinois
$970K +$4.91K +28 +0.5%
6F
1350
626 Financial
Michigan
$967K – – –
52 53
54
55 56