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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1451
Cladis Investment Advisory
Montana
$501K – – –
VM
1452
VPR Management
Texas
$501K – – –
LPT
1453
Legacy Private Trust
Wisconsin
$501K -$9.85K -70 -2%
FWM
1454
Fairhaven Wealth Management
Illinois
$499K – – –
UWPG
1455
Ullmann Wealth Partners Group
Florida
$499K +$73.2K +520 +18%
FDDB
1456
Fidelity D&D Bancorp
Pennsylvania
$498K +$4.78K +34 +1%
SFPG
1457
Stonebridge Financial Planning Group
Florida
$496K – – –
CWM
1458
Calamos Wealth Management
Illinois
$496K +$113K +800 +32%
CT
1459
Colonial Trust
South Carolina
$494K -$32.4K -230 -7%
PFA
1460
Petra Financial Advisors
Colorado
$492K -$64.3K -457 -12%
CWS
1461
Cypress Wealth Services
California
$492K – – –
RCP
1462
Rothschild Capital Partners
New York
$486K +$458K +3,253 New
AFO
1463
Allie Family Office
Florida
$486K – – –
TCM
1464
Towercrest Capital Management
Pennsylvania
$483K +$77.7K +552 +21%
CT
1465
Caldwell Trust
Florida
$482K -$15.3K -109 -3%
MPM
1466
Meritage Portfolio Management
Kansas
$482K +$43.3K +308 +11%
SAS
1467
Stelac Advisory Services
New York
$482K – – –
FIBT
1468
First International Bank & Trust
North Dakota
$481K – – –
YWM
1469
Yoder Wealth Management
California
$481K +$453K +3,218 New
BCA
1470
Bay Colony Advisors
Massachusetts
$479K -$1.06M -7,548 -70%
CVA
1471
Central Valley Advisors
California
$478K +$450K +3,201 New
TC
1472
Telemus Capital
Michigan
$478K +$5.21K +37 +1%
LEFP
1473
Leading Edge Financial Planning
Tennessee
$477K +$64.7K +460 +17%
MM
1474
Meridian Management
Arkansas
$476K -$36.7K -261 -8%
BWL
1475
Bogart Wealth LLC
Virginia
$476K +$563 +4 +0.1%
57 58
59
60 61