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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1526
HT Partners
Connecticut
$271K – – –
AP
1527
Appleton Partners
Massachusetts
$271K -$6.88K -48 -2%
BWP
1528
Baldwin Wealth Partners
Massachusetts
$270K – – –
SFP
1529
Sweet Financial Partners
Minnesota
$270K +$716 +5 +0.3%
LMKC
1530
L.M. Kohn & Company
Ohio
$270K +$143 +1 +0.1%
ACG
1531
Allen Capital Group
Nebraska
$269K +$79.9K +558 +39%
AAM
1532
Austin Asset Management
Texas
$269K – – –
MA
1533
Mezzasalma Advisors
New Jersey
$268K +$6.45K +45 +2%
CW
1534
Channel Wealth
California
$268K -$166K -1,157 -37%
DWP
1535
Destiny Wealth Partners
Florida
$266K – – –
RWM
1536
Raffa Wealth Management
District of Columbia
$266K +$143 +1 +0.1%
HCA
1537
Harbour Capital Advisors
Virginia
$265K +$276K +1,924 New
PFG
1538
Prosperity Financial Group
California
$264K +$9.17K +64 +3%
RP
1539
Rowlandmiller & Partners
Georgia
$263K -$13.5K -94 -5%
VCAM
1540
Van Cleef Asset Management
Ohio
$262K – – –
EWA
1541
ERTS Wealth Advisors
Michigan
$262K -$1.29K -9 -0.5%
CA
1542
Claro Advisors
Massachusetts
$261K +$19.5K +136 +8%
SIC
1543
Sterling Investment Counsel
New York
$260K – – –
SAM
1544
Secure Asset Management
Michigan
$260K +$270K +1,884 New
JFG
1545
JDM Financial Group
Texas
$259K +$287 +2 +0.1%
CISOA
1546
Capital Investment Services of America
Wisconsin
$259K +$269K +1,875 New
AWP
1547
Accretive Wealth Partners
New Jersey
$258K +$268K +1,873 New
RBC
1548
Romano Brothers & Co
Illinois
$257K +$32.2K +225 +14%
KW
1549
KWB Wealth
California
$256K – – –
WBG
1550
Wharton Business Group
Pennsylvania
$256K – – –
60 61
62
63 64