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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1351
Silver Coast Investments
United States
$787K +$32.5K +194 +4%
SFO
1352
Stokes Family Office
Louisiana
$787K +$8.2K +49 +1%
AIA
1353
Ally Invest Advisors
North Carolina
$786K -$76.5K -457 -9%
SIC
1354
Salem Investment Counselors
North Carolina
$785K -$502 -3 -0.1%
SWP
1355
Summit Wealth Partners
Florida
$782K +$34.3K +205 +5%
KA
1356
Klingman & Associates
New York
$778K – – –
RLWM
1357
RF&L Wealth Management
Massachusetts
$778K -$38K -227 -5%
EA
1358
Everpar Advisors
Oklahoma
$777K -$19.1K -114 -2%
FWP
1359
FAS Wealth Partners
Kansas
$777K +$6.87K +41 +0.9%
CAI
1360
Capital Advisors Inc
Oklahoma
$774K +$502 +3 +0.1%
HIS
1361
Horizon Investment Services
Indiana
$771K +$20.3K +121 +3%
CAG
1362
Curtis Advisory Group
California
$770K -$670 -4 -0.1%
ACM
1363
Allred Capital Management
Texas
$769K +$4.35K +26 +0.6%
TW
1364
TrinityPoint Wealth
Connecticut
$764K -$18.1K -108 -2%
DWS
1365
Discipline Wealth Solutions
South Carolina
$760K +$218K +1,305 +43%
GAA
1366
Guardian Asset Advisors
Pennsylvania
$760K +$3.18K +19 +0.4%
RWPA
1367
Richard W. Paul & Associates
Michigan
$758K -$28.5K -170 -4%
CCA
1368
Conservest Capital Advisors
Pennsylvania
$758K – – –
EP
1369
Edgestream Partners
New Jersey
$755K -$1.06M -6,307 -59%
AA
1370
Ashford Advisors
New York
$749K – – –
EAMA
1371
EFG Asset Management (Americas)
Florida
$748K -$135K -809 -16%
TCM
1372
Traynor Capital Management
Pennsylvania
$746K +$199K +1,191 +39%
PCI
1373
Planning Center Inc
Illinois
$739K – – –
CSC
1374
Caldwell Sutter Capital
California
$739K +$30.5K +182 +4%
BMMM
1375
Boston Mountain Money Management
Arkansas
$737K -$25.6K -153 -3%
53 54
55
56 57