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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
1351
Essex Private Wealth Management
Massachusetts
$657K – – –
SW
1352
SVB Wealth
Massachusetts
$652K -$398K -2,492 -38%
OWP
1353
Obermeyer Wealth Partners
Colorado
$651K – – –
CSC
1354
Caldwell Sutter Capital
California
$649K +$12.9K +81 +2%
GSEP
1355
Golden State Equity Partners
California
$645K +$643K +4,024 New
TCWM
1356
Total Clarity Wealth Management
Illinois
$644K -$207K -1,292 -24%
BFG
1357
Bouchey Financial Group
New York
$644K +$11K +69 +2%
AUB
1358
Atlantic Union Bankshares
Virginia
$643K +$110K +690 +21%
LWCFA
1359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$641K -$134K -839 -18%
OWA
1360
One Wealth Advisors
California
$640K – – –
TPW
1361
Tiller Private Wealth
Pennsylvania
$640K -$903K -5,650 -59%
LWP
1362
LMG Wealth Partners
Louisiana
$638K +$35.5K +222 +6%
AFP
1363
Ausdal Financial Partners
Iowa
$638K +$107K +667 +20%
AF
1364
Apollon Financial
South Carolina
$637K -$14.7K -92 -2%
MWM
1365
Modern Wealth Management
Kansas
$637K -$44.4K -278 -7%
LC
1366
Lincoln Capital
Nebraska
$635K +$24K +150 +4%
ATI
1367
ARK & TLK Investments
Oklahoma
$635K -$24.3K -152 -4%
WWWM
1368
White Wing Wealth Management
Texas
$634K -$3.06M -19,128 -83%
TSWM
1369
Triangle Securities Wealth Management
North Carolina
$633K – – –
GCM
1370
Garland Capital Management
Washington
$631K – – –
AC
1371
ASB Consultores
Florida
$631K – – –
1WM
1372
1900 Wealth Management
Texas
$629K – – –
GWA
1373
Geometric Wealth Advisors
District of Columbia
$626K +$359K +2,249 +136%
WP
1374
Westmount Partners
California
$623K -$4.63K -29 -0.7%
CRI
1375
Colonial River Investments
Virginia
$618K +$7.99K +50 +1%
53 54
55
56 57