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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1526
Fulton Bank
Pennsylvania
$422K -$21.3K -138 -5%
TC
1527
Toews Corporation
New Jersey
$420K -$30.5K -198 -7%
DWM
1528
Dopkins Wealth Management
New York
$419K +$25.1K +163 +7%
CWM
1529
Collaborative Wealth Management
Florida
$419K +$3.7K +24 +0.9%
SAM
1530
Summit Asset Management
Tennessee
$418K – – –
LI
1531
LRI Investments
Florida
$418K +$396K +2,567 New
LW
1532
Libra Wealth
California
$418K -$13.1K -85 -3%
TNB
1533
Thomasville National Bank
Georgia
$417K -$37.5K -243 -9%
EP
1534
Edgestream Partners
New Jersey
$416K -$691K -4,482 -64%
OWA
1535
Opal Wealth Advisors
New York
$416K +$771 +5 +0.2%
ST
1536
Spinnaker Trust
Maine
$413K +$156K +1,013 +66%
IIA
1537
Integral Investment Advisors
California
$413K +$392K +2,541 New
BWIA
1538
Bryant Woods Investment Advisors
New York
$412K – – –
FCA
1539
Fortis Capital Advisors
Kansas
$411K +$389K +2,524 New
CA
1540
Carson Advisory
Georgia
$411K +$5.09K +33 +1%
AWM
1541
Austin Wealth Management
Texas
$410K +$27.4K +178 +8%
NCM
1542
Next Capital Management
New York
$409K +$7.55K +49 +2%
HTHT
1543
Hemenway Trust Hemenway Trust
New Hampshire
$407K – – –
FIM
1544
FWL Investment Management
Texas
$407K -$8.63K -56 -2%
OC
1545
Oakworth Capital
Alabama
$405K +$28.8K +187 +8%
SWA
1546
SFMG Wealth Advisors
Texas
$403K – – –
CAM
1547
Cidel Asset Management
Ontario, Canada
$403K – – –
LA
1548
LexAurum Advisors
Kansas
$403K +$154 +1 +0%
MA
1549
MKT Advisors
California
$402K +$37.5K +243 +11%
HI
1550
Hoey Investments
Pennsylvania
$402K -$36.7K -238 -9%
60 61
62
63 64