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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1376
Retirement Planning Company of New England
Rhode Island
$248K -$237K -1,677 -47%
LC
1377
Landaas & Company
Wisconsin
$248K – – –
SJL
1378
Shayne & Jacobs LLC
Tennessee
$248K – – –
TF
1379
Trek Financial
Arizona
$247K -$31.7K -225 -11%
IHWM
1380
Iron Horse Wealth Management
Iowa
$247K – – –
SSC
1381
Syverson Strege & Co
Iowa
$247K +$14.7K +104 +6%
ACM
1382
Absolute Capital Management
Pennsylvania
$247K +$34.8K +247 +15%
JCIA
1383
Jackson Creek Investment Advisors
Colorado
$247K +$37.5K +266 +18%
IWA
1384
IBEX Wealth Advisors
New Jersey
$247K +$44.7K +317 +20%
VFPW
1385
Vantage Financial Partners (Wisconsin)
Wisconsin
$246K -$12.6K -89 -5%
AAM
1386
Autus Asset Management
Arizona
$246K +$32.3K +229 +14%
CWS
1387
Cypress Wealth Services
California
$245K -$389K -2,758 -60%
BFS
1388
Bradley Foster & Sargent
Connecticut
$245K – – –
WBG
1389
Wharton Business Group
Pennsylvania
$245K – – –
RWM
1390
Raffa Wealth Management
District of Columbia
$245K +$1.55K +11 +0.6%
HPC
1391
Hobart Private Capital
North Carolina
$243K – – –
FFWA
1392
FRG Family Wealth Advisors
Washington
$242K – – –
FMN
1393
Financial Management Network
California
$241K -$31.7K -225 -11%
SW
1394
Solidarity Wealth
Utah
$240K -$9.31K -66 -4%
JPLA
1395
Joseph P. Lucia & Associates
New York
$238K – – –
MA
1396
Mezzasalma Advisors
New Jersey
$238K – – –
SPC
1397
Stewart & Patten Company
California
$238K +$255K +1,807 New
ISWM
1398
Independent Solutions Wealth Management
New York
$237K – – –
HDIM
1399
Hanson & Doremus Investment Management
Vermont
$237K – – –
PGA
1400
Portland Global Advisors
Maine
$237K – – –
54 55
56
57 58