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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
1426
Tanglewood Legacy Advisors
Texas
$664K – – –
AFG
1427
Allegheny Financial Group
Pennsylvania
$663K -$126K -751 -17%
GWA
1428
Geometric Wealth Advisors
District of Columbia
$663K -$17.4K -104 -3%
HWA
1429
Heritage Wealth Advisors
Virginia
$661K – – –
WP
1430
Westmount Partners
California
$661K -$19.3K -115 -3%
SC
1431
Schoolcraft Capital
Colorado
$658K -$4.02K -24 -0.6%
FPCG
1432
Fort Pitt Capital Group
Pennsylvania
$658K +$21.3K +127 +3%
TPW
1433
Tiller Private Wealth
Pennsylvania
$656K -$38.5K -230 -6%
CWS
1434
Cypress Wealth Services
California
$656K – – –
HW
1435
Hancock Whitney
Mississippi
$650K – – –
LWP
1436
LMG Wealth Partners
Louisiana
$650K -$43.4K -259 -7%
SRWM
1437
Shira Ridge Wealth Management
California
$645K +$10.7K +64 +2%
CRI
1438
Colonial River Investments
Virginia
$645K -$27.3K -163 -4%
C
1439
Certuity
Florida
$642K -$84.1K -502 -12%
TFO
1440
Tarbox Family Office
California
$642K +$335 +2 +0.1%
SPWG
1441
Syntegra Private Wealth Group
Missouri
$641K +$76.7K +458 +14%
BLC
1442
Brown, Lisle/Cummings
Rhode Island
$639K -$5.86K -35 -0.9%
TFG
1443
Tilson Financial Group
New Jersey
$639K +$613K +3,661 New
EGA
1444
Eagle Global Advisors
Texas
$636K – – –
AIA
1445
Accelerate Investment Advisors
California
$636K +$610K +3,641 New
WCM
1446
Windsor Capital Management
Arizona
$636K +$167 +1 +0%
PCP
1447
Proficio Capital Partners
Massachusetts
$635K -$176K -1,050 -22%
FWCM
1448
Ferguson Wellman Capital Management
Oregon
$631K – – –
MIAS
1449
Mason Investment Advisory Services
Virginia
$629K +$94.8K +566 +19%
FC
1450
Fairscale Capital
New Hampshire
$629K +$167 +1 +0%
56 57
58
59 60