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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1351
Schoolcraft Capital
Colorado
$646K +$180K +1,278 +42%
MFS
1352
McNamara Financial Services
Massachusetts
$642K +$26.3K +187 +5%
GAA
1353
Guardian Asset Advisors
Pennsylvania
$641K +$603K +4,289 New
IFWM
1354
Institute for Wealth Management
Colorado
$640K -$17.9K -127 -3%
FPCG
1355
Fort Pitt Capital Group
Pennsylvania
$639K +$31.8K +226 +6%
FFA
1356
Founders Financial Alliance
North Carolina
$639K -$24.9K -177 -4%
TW
1357
TrinityPoint Wealth
Connecticut
$638K +$359K +2,554 +149%
LA
1358
Latitude Advisors
Florida
$636K +$9.43K +67 +2%
DA
1359
Detalus Advisors
Missouri
$631K -$8.3K -59 -1%
ANTB
1360
AMG National Trust Bank
Colorado
$631K +$1.83K +13 +0.3%
BWA
1361
BlueSky Wealth Advisors
North Carolina
$628K -$27.7K -197 -4%
BLC
1362
Brown, Lisle/Cummings
Rhode Island
$627K +$2.81K +20 +0.5%
AFO
1363
Arrowroot Family Office
California
$626K +$11.5K +82 +2%
LPP
1364
Life Planning Partners
Florida
$625K +$589K +4,183 New
KSWA
1365
Kathleen S. Wright Associates
Pennsylvania
$625K -$54.9K -390 -9%
FCT
1366
First Community Trust
Iowa
$625K -$393K -2,790 -40%
ARC
1367
Advisor Resource Council
Texas
$624K +$587K +4,171 New
BEAM
1368
Baker Ellis Asset Management
Washington
$619K – – –
BBHC
1369
Brown Brothers Harriman & Co
New York
$617K +$70.2K +499 +14%
AACR
1370
ACR Alpine Capital Research
Missouri
$615K +$2.81K +20 +0.5%
LK
1371
Lumbard & Kellner
New Hampshire
$614K – – –
CCP
1372
Clarity Capital Partners
California
$613K +$577K +4,103 New
EPWM
1373
Essex Private Wealth Management
Massachusetts
$612K – – –
IF
1374
Ironwood Financial
Arizona
$609K +$88.1K +626 +18%
SNBOSD
1375
Security National Bank of So Dak
Iowa
$608K -$121K -860 -17%
53 54
55
56 57