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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1351
FineMark National Bank & Trust
Florida
$656K +$2.62K +17 +0.4%
SCP
1352
Syntal Capital Partners
Texas
$655K +$620K +4,020 New
MIC
1353
Means Investment Company
Maine
$653K +$45.8K +297 +8%
BLC
1354
Brown, Lisle/Cummings
Rhode Island
$651K -$30.8K -200 -5%
CSC
1355
Caldwell Sutter Capital
California
$646K +$17.3K +112 +3%
GC
1356
Gilbert & Cook
Iowa
$645K -$166K -1,074 -21%
GI
1357
Gradient Investments
Minnesota
$645K +$56.3K +365 +10%
SWP
1358
Strategic Wealth Partners
Ohio
$644K -$90.6K -588 -13%
TSWM
1359
Triangle Securities Wealth Management
North Carolina
$643K -$2.77K -18 -0.5%
BFG
1360
Bouchey Financial Group
New York
$642K +$43.2K +280 +8%
GCM
1361
Garland Capital Management
Washington
$641K – – –
AC
1362
ASB Consultores
Florida
$640K -$33.7M -218,908 -98%
WP
1363
Westmount Partners
California
$640K +$278K +1,803 +85%
IFWM
1364
Institute for Wealth Management
Colorado
$640K -$54.7K -355 -8%
OWA
1365
One Wealth Advisors
California
$638K – – –
1WM
1366
1900 Wealth Management
Texas
$638K – – –
SRWM
1367
Shira Ridge Wealth Management
California
$629K +$43.3K +281 +8%
DP
1368
Denver PWM
Colorado
$623K -$7.82M -50,736 -93%
BONH
1369
Bank of New Hampshire
New Hampshire
$622K – – –
LC
1370
Lincoln Capital
Nebraska
$620K +$9.71K +63 +2%
CRI
1371
Colonial River Investments
Virginia
$620K -$5.4K -35 -0.9%
TLA
1372
Tanglewood Legacy Advisors
Texas
$619K – – –
LWP
1373
LMG Wealth Partners
Louisiana
$612K +$12.8K +83 +2%
RCM
1374
Rain Capital Management
Oregon
$612K -$394K -2,558 -41%
BWA
1375
Beam Wealth Advisors
Louisiana
$611K +$21.1K +137 +4%
53 54
55
56 57