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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
1426
Continental Investors Services
Washington
$353K -$367K -2,559 -50%
JPLA
1427
Joseph P. Lucia & Associates
New York
$351K -$113K -790 -24%
CWM
1428
Collaborative Wealth Management
Florida
$351K -$143 -1 -0%
FG
1429
Fiduciary Group
Georgia
$350K – – –
SPA
1430
Sentinel Pension Advisors
Massachusetts
$348K +$126K +877 +53%
CWM
1431
Calamos Wealth Management
Illinois
$348K -$16K -112 -4%
RG
1432
Rathbones Group
United Kingdom
$348K +$361K +2,520 New
TCM
1433
Telos Capital Management
California
$347K -$13.3K -93 -4%
GSEP
1434
Golden State Equity Partners
California
$347K +$36.7K +256 +11%
SFO
1435
Stokes Family Office
Louisiana
$345K +$358K +2,502 New
HTHT
1436
Hemenway Trust Hemenway Trust
New Hampshire
$345K – – –
DCM
1437
DGS Capital Management
New Jersey
$344K +$3.87K +27 +1%
TF
1438
Trek Financial
Arizona
$344K +$110K +771 +45%
VFA
1439
Voya Financial Advisors
Connecticut
$343K -$3.73K -26 -1%
GL
1440
Graypoint LLC
New York
$342K +$72.5K +506 +26%
CAM
1441
Cidel Asset Management
Ontario, Canada
$341K – – –
SWA
1442
SFMG Wealth Advisors
Texas
$341K +$355K +2,475 New
ORC
1443
O'Rourke & Company
Massachusetts
$341K +$7.02K +49 +2%
LA
1444
LexAurum Advisors
Kansas
$341K -$7.59K -53 -2%
HCM
1445
HMS Capital Management
Tennessee
$341K +$143 +1 +0%
NCM
1446
Next Capital Management
New York
$340K +$95.9K +669 +37%
FIM
1447
FWL Investment Management
Texas
$338K -$5.01K -35 -1%
B
1448
BetterWealth
California
$338K – – –
AWM
1449
Austin Wealth Management
Texas
$337K +$340K +2,371 New
WFPG
1450
Waller Financial Planning Group
Ohio
$337K -$1K -7 -0.3%
56 57
58
59 60