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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1526
Roman Butler Fullerton & Co
Missouri
$1.19M +$1.13M +5,415 New
WRCM
1527
Western Reserve Capital Management
Ohio
$1.19M +$119K +570 +12%
BFA
1528
Ballast Financial Advisors
Pennsylvania
$1.18M +$2.71K +13 +0.2%
T
1529
TrustBank
Illinois
$1.18M -$38K -182 -3%
ACM
1530
Armbruster Capital Management
New York
$1.17M +$17.1K +82 +2%
CP
1531
Creekside Partners
California
$1.17M – – –
FFA
1532
Founders Financial Alliance
North Carolina
$1.17M -$403K -1,932 -27%
GAM
1533
Gould Asset Management
California
$1.17M -$34.5K -165 -3%
SWA
1534
Serenus Wealth Advisors
California
$1.16M – – –
FCP
1535
Fidelis Capital Partners
Florida
$1.16M -$276K -1,320 -20%
FNT
1536
First National Trust
Pennsylvania
$1.16M -$70.8K -339 -6%
6F
1537
626 Financial
Michigan
$1.15M – – –
RAM
1538
Robinhood Asset Management
California
$1.15M +$275K +1,315 +33%
NWMG
1539
National Wealth Management Group
Ohio
$1.15M +$20K +96 +2%
XSC
1540
X-Square Capital
Puerto Rico
$1.14M +$50.3K +241 +5%
PWP
1541
Precedent Wealth Partners
Texas
$1.14M +$300K +1,439 +38%
PAS
1542
PKS Advisory Services
New York
$1.14M +$501K +2,398 +85%
TWC
1543
TD Waterhouse Canada
Ontario, Canada
$1.14M +$468K +2,239 +75%
CA
1544
CWC Advisors
Oregon
$1.14M +$43.2K +207 +4%
OBWG
1545
Onyx Bridge Wealth Group
New York
$1.14M +$34.5K +165 +3%
SWP
1546
Summit Wealth Partners
Florida
$1.13M +$101K +483 +10%
TA
1547
TFB Advisors
Kansas
$1.13M +$56.8K +272 +6%
AC
1548
Annandale Capital
Texas
$1.13M -$15.5K -74 -1%
SPWG
1549
Syntegra Private Wealth Group
Missouri
$1.13M +$296K +1,416 +38%
GCP
1550
Guardian Capital (Pennsylvania)
Pennsylvania
$1.13M -$302K -1,448 -22%
60 61
62
63 64