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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1426
Curi RMB Capital
Illinois
$812K -$34.9K -199 -4%
TRIA
1427
Trail Ridge Investment Advisors
Colorado
$812K +$10K +57 +1%
FWMP
1428
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$811K +$840K +4,789 New
LA
1429
LexAurum Advisors
Kansas
$811K +$364K +2,076 +77%
AAS
1430
Asset Allocation Strategies
Michigan
$808K +$66.2K +377 +9%
NAG
1431
Northstar Advisory Group
New Jersey
$806K -$7.2K -41 -0.9%
BFM
1432
Boston Financial Management
Massachusetts
$803K -$65.5K -373 -7%
DP
1433
Dearborn Partners
Illinois
$803K -$15.6K -89 -2%
NB
1434
Northwest Bancshares
Pennsylvania
$802K – – –
CWP
1435
Corepath Wealth Partners
Arizona
$801K +$1.05K +6 +0.1%
SCM
1436
Smead Capital Management
Arizona
$800K +$829K +4,726 New
OP
1437
ORG Partners
Indiana
$799K +$35.6K +203 +4%
1SB
1438
1ST Source Bank
Indiana
$796K +$2.63K +15 +0.3%
BWM
1439
Buska Wealth Management
Wisconsin
$795K +$93.5K +533 +13%
TAM
1440
Townsend Asset Management
North Carolina
$795K +$6.84K +39 +0.8%
WA
1441
WPG Advisers
Maryland
$794K +$823K +4,690 New
DWM
1442
DecisionMap Wealth Management
Virginia
$786K +$815K +4,645 New
CAG
1443
Curtis Advisory Group
California
$784K +$39.3K +224 +5%
FA
1444
FC Advisory
Pennsylvania
$784K +$19K +108 +2%
AFO
1445
Allie Family Office
Florida
$784K – – –
SW
1446
SVB Wealth
Massachusetts
$783K +$812K +4,628 New
JWM
1447
JPL Wealth Management
Colorado
$780K +$808K +4,606 New
AFO
1448
Arrowroot Family Office
California
$779K +$77.2K +440 +11%
HIS
1449
Horizon Investment Services
Indiana
$775K +$28.8K +164 +4%
CCA
1450
Conservest Capital Advisors
Pennsylvania
$774K -$14.6K -83 -2%
56 57
58
59 60