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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1476
Duncker Streett & Co
Missouri
$184K -$68.7K -508 -25%
PP
1477
Pacifica Partners
Canada
$181K +$27.6K +204 +17%
BAM
1478
Byrne Asset Management
New Jersey
$180K +$173K +1,281 +740%
RWA
1479
RGT Wealth Advisors
Texas
$172K -$721K -5,335 -79%
AWM
1480
Abound Wealth Management
Tennessee
$171K +$13.4K +99 +8%
TC
1481
Truvestments Capital
Florida
$170K +$1.22K +9 +0.7%
WT
1482
Whittier Trust
California
$170K +$91.1K +674 +96%
BCV
1483
Banque Cantonale Vaudoise
Switzerland
$169K -$28.9K -214 -14%
ARIS
1484
Advanced Research Investment Solutions
California
$164K +$179K +1,328 New
OCM
1485
Orion Capital Management
California
$160K – – –
JEST
1486
JTC Employer Solutions Trustee
Jersey
$158K – – –
DAC
1487
Dividend Assets Capital
South Carolina
$156K – – –
OC
1488
Oakworth Capital
Alabama
$154K -$1.08K -8 -0.6%
FCAG
1489
First Capital Advisors Group
New Jersey
$151K +$165K +1,224 New
LWP
1490
Laurel Wealth Planning
Minnesota
$149K – – –
BWA
1491
BDO Wealth Advisors
Florida
$145K – – –
RA
1492
Resolute Advisors
California
$144K +$158K +1,168 New
BA
1493
Ballast Advisors
Minnesota
$143K -$3.11K -23 -2%
CCM
1494
Covington Capital Management
California
$140K -$2.03K -15 -1%
CFO
1495
CVA Family Office
Colorado
$138K +$18.5K +137 +14%
AWM
1496
Aspire Wealth Management
Massachusetts
$137K – – –
BBPWM
1497
Blue Bell Private Wealth Management
Pennsylvania
$135K -$221K -1,636 -60%
CMP
1498
Coston McIsaac & Partners
Maine
$131K +$405 +3 +0.3%
FF
1499
FourThought Financial
Florida
$130K -$17.6K -130 -11%
AIA
1500
Arcadia Investment Advisors
Idaho
$129K +$135K +1,001 +2,383%
58 59
60
61 62