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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1451
Legacy Private Trust
Wisconsin
$505K -$25.6K -160 -5%
FPCP
1452
Fort Point Capital Partners
California
$503K -$82K -513 -14%
WSFS
1453
Wilmington Savings Fund Society
Delaware
$502K – – –
LEFP
1454
Leading Edge Financial Planning
Tennessee
$501K -$3.52K -22 -0.7%
RCP
1455
Rothschild Capital Partners
New York
$501K +$161K +1,005 +47%
LCWP
1456
Legacy Capital Wealth Partners
Arkansas
$500K +$498K +3,118 New
GI
1457
Gradient Investments
Minnesota
$500K -$135K -846 -21%
TF
1458
Tenon Financial
New Jersey
$499K – – –
CIA
1459
Cladis Investment Advisory
Montana
$499K -$2.4K -15 -0.5%
TIA
1460
Traphagen Investment Advisors
New Jersey
$498K – – –
FCH
1461
Freestone Capital Holdings
Washington
$497K -$28.1K -176 -5%
GA
1462
GSG Advisors
New Jersey
$497K +$3.04K +19 +0.6%
PFGIA
1463
Patriot Financial Group Insurance Agency
Massachusetts
$496K -$61.2K -383 -11%
HI
1464
Hoey Investments
Pennsylvania
$496K +$99.1K +620 +25%
HFA
1465
Highland Financial Advisors
New Jersey
$495K -$20.5K -128 -4%
TCM
1466
Traynor Capital Management
Pennsylvania
$495K +$3.2K +20 +0.7%
DCM
1467
DGS Capital Management
New Jersey
$493K +$22.4K +140 +5%
DWS
1468
Discipline Wealth Solutions
South Carolina
$489K +$54.7K +342 +13%
CWA
1469
CM Wealth Advisors
Ohio
$488K – – –
MIAS
1470
Mason Investment Advisory Services
Virginia
$487K -$3.68K -23 -0.8%
WQ
1471
Wealth Quarterback
New Jersey
$486K -$18.9K -118 -4%
HAS
1472
Holland Advisory Services
Florida
$486K – – –
WAM
1473
Weatherly Asset Management
California
$483K – – –
CCFCSB
1474
Cape Cod Five Cents Savings Bank
Massachusetts
$483K +$39.3K +246 +9%
BWM
1475
Baron Wealth Management
Michigan
$482K +$6.23K +39 +1%
57 58
59
60 61