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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
1426
Fusion Family Wealth
New York
$352K +$132K +948 +62%
KIA
1427
KCM Investment Advisors
California
$352K -$11.5K -83 -3%
VFA
1428
Voya Financial Advisors
Connecticut
$352K -$139 -1 -0%
CAM
1429
Cidel Asset Management
Ontario, Canada
$352K – – –
HCM
1430
HMS Capital Management
Tennessee
$351K +$29.4K +212 +9%
DCM
1431
DGS Capital Management
New Jersey
$351K +$2.92K +21 +0.9%
WFPG
1432
Waller Financial Planning Group
Ohio
$349K -$35.8K -258 -10%
B
1433
BetterWealth
California
$348K – – –
TFA
1434
Triad Financial Advisors
North Carolina
$348K – – –
GPA
1435
Garrison Point Advisors
California
$347K – – –
ORC
1436
O'Rourke & Company
Massachusetts
$344K +$972 +7 +0.3%
KC
1437
Kingfisher Capital
North Carolina
$342K +$2.22K +16 +0.7%
FWA
1438
FSM Wealth Advisors
Ohio
$341K +$79.7K +574 +32%
DWM
1439
Dopkins Wealth Management
New York
$341K +$2.08K +15 +0.6%
GSB
1440
Greenfield Savings Bank
Massachusetts
$340K -$9.72K -70 -3%
VNB
1441
Virginia National Bank
Virginia
$340K -$972 -7 -0.3%
CCFCSB
1442
Cape Cod Five Cents Savings Bank
Massachusetts
$338K – – –
SAM
1443
Seelaus Asset Management
New Jersey
$338K -$6.94K -50 -2%
MA
1444
MKT Advisors
California
$336K – – –
IIL
1445
Insight Inv LLC
California
$335K – – –
JCIA
1446
Jackson Creek Investment Advisors
Colorado
$334K +$9.44K +68 +3%
LW
1447
Lauer Wealth
Indiana
$333K – – –
RMCM
1448
Reynders McVeigh Capital Management
Massachusetts
$333K -$72.6K -523 -18%
MWA
1449
Motive Wealth Advisors
Michigan
$333K – – –
TPWA
1450
TRUE Private Wealth Advisors
Oregon
$332K +$17.1K +123 +6%
56 57
58
59 60