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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
1376
Dark Forest Capital Management
Puerto Rico
$615K +$272K +1,702 +80%
HCM
1377
Hall Capital Management
Rhode Island
$615K +$33.9K +212 +6%
TLA
1378
Tanglewood Legacy Advisors
Texas
$610K – – –
SC
1379
Schoolcraft Capital
Colorado
$609K +$90.8K +568 +18%
CT
1380
Colonial Trust
South Carolina
$608K +$96.4K +603 +19%
HWA
1381
Heritage Wealth Advisors
Virginia
$607K -$8.43M -52,774 -93%
CWS
1382
Cypress Wealth Services
California
$603K +$75.1K +470 +14%
FC
1383
Fairscale Capital
New Hampshire
$602K +$576K +3,601 New
CWS
1384
Confluence Wealth Services
Pennsylvania
$602K +$24.9K +156 +4%
PG
1385
Proffitt & Goodson
Tennessee
$601K +$261K +1,630 +77%
HW
1386
Hancock Whitney
Mississippi
$598K -$361K -2,259 -38%
WB
1387
WesBanco Bank
West Virginia
$596K +$36.9K +231 +7%
AFG
1388
AFS Financial Group
Maryland
$594K -$2.69M -16,857 -82%
CD
1389
Chapin Davis
Maryland
$594K -$61.4K -384 -9%
BLC
1390
Brown, Lisle/Cummings
Rhode Island
$593K -$47.9K -300 -8%
PHS
1391
Pekin Hardy Strauss
Illinois
$592K +$70.3K +440 +14%
TFO
1392
Tarbox Family Office
California
$589K -$10.1K -63 -2%
IFWM
1393
Institute for Wealth Management
Colorado
$588K -$41.9K -262 -7%
HWP
1394
Highline Wealth Partners
California
$587K +$289K +1,808 +98%
BBHC
1395
Brown Brothers Harriman & Co
New York
$585K +$2.72K +17 +0.5%
EGA
1396
Eagle Global Advisors
Texas
$585K +$16K +100 +3%
FPCG
1397
Fort Pitt Capital Group
Pennsylvania
$584K +$6.71K +42 +1%
WCM
1398
Windsor Capital Management
Arizona
$584K -$14.7K -92 -2%
SRWM
1399
Shira Ridge Wealth Management
California
$582K -$36.9K -231 -6%
UWPG
1400
Ullmann Wealth Partners Group
Florida
$582K +$46K +288 +9%
54 55
56
57 58