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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1526
Ferguson Wellman Capital Management
Oregon
$732K – – –
BEAM
1527
Baker Ellis Asset Management
Washington
$732K – – –
DCM
1528
DGS Capital Management
New Jersey
$730K +$40.7K +241 +6%
PPA
1529
Pacific Point Advisors
California
$730K – – –
KFGG
1530
Keystone Financial Group (Georgia)
Georgia
$727K -$1.18K -7 -0.2%
CA
1531
CWC Advisors
Oregon
$723K +$39.5K +234 +6%
TLA
1532
Tanglewood Legacy Advisors
Texas
$721K – – –
PG
1533
Patten Group
Tennessee
$717K -$4.9K -29 -0.7%
HPIA
1534
Hamilton Point Investment Advisors
North Carolina
$717K – – –
BFG
1535
Bouchey Financial Group
New York
$716K – – –
AW
1536
Apricus Wealth
South Carolina
$716K +$71.8K +425 +12%
CAI
1537
Capital Advisors Inc
Oklahoma
$716K -$152K -899 -18%
TH
1538
Team Hewins
California
$714K -$590K -3,494 -47%
WCM
1539
Winebrenner Capital Management
Kentucky
$714K +$17.1K +101 +3%
AF
1540
Apollon Financial
South Carolina
$713K -$13.9K -82 -2%
HIW
1541
Holos Integrated Wealth
Pennsylvania
$712K – – –
RWPA
1542
Richard W. Paul & Associates
Michigan
$712K -$8.95K -53 -1%
WA
1543
WPG Advisers
Maryland
$709K +$16K +95 +2%
SPWG
1544
Syntegra Private Wealth Group
Missouri
$709K +$42.2K +250 +7%
TSWM
1545
Triangle Securities Wealth Management
North Carolina
$709K +$19.6K +116 +3%
HFS
1546
Heritage Financial Services
Massachusetts
$708K +$168K +994 +33%
UPS
1547
UHLMANN PRICE SECURITIES
Illinois
$707K -$39.9K -236 -6%
CW
1548
Code Waechter
Florida
$707K – – –
RCM
1549
Raleigh Capital Management
North Carolina
$707K -$5.41K -32 -0.8%
SAM
1550
Smith Asset Management
Florida
$705K +$55.9K +331 +9%
60 61
62
63 64