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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1526
Impact Capital Partners
Colorado
$969K +$404K +2,146 +73%
JJBC
1527
James J. Burns & Company
New York
$969K +$18.2K +97 +2%
AP
1528
Anchyra Partners
Georgia
$967K +$952K +5,062 New
HAS
1529
HBW Advisory Services
California
$966K -$4.14K -22 -0.4%
OBWG
1530
Onyx Bridge Wealth Group
New York
$965K +$20.3K +108 +2%
OHWP
1531
Oak Harbor Wealth Partners
North Carolina
$965K +$470K +2,497 +98%
SOAG
1532
Silver Oak Advisory Group
Oregon
$964K -$11.7K -62 -1%
TCM
1533
TruNorth Capital Management
Michigan
$962K -$6.77K -36 -0.7%
VFPW
1534
Vantage Financial Partners (Wisconsin)
Wisconsin
$960K +$21.4K +114 +2%
HWMC
1535
Heritage Wealth Management (California)
California
$960K -$803K -4,267 -46%
TFM
1536
TFC Financial Management
Massachusetts
$959K +$940 +5 +0.1%
RLWM
1537
RF&L Wealth Management
Massachusetts
$958K +$11.3K +60 +1%
CMBA
1538
C.M. Bidwell & Associates
Hawaii
$958K -$4.33K -23 -0.5%
ASG
1539
Ariston Services Group
California
$957K +$110K +587 +13%
FC
1540
Fairscale Capital
New Hampshire
$953K – – –
HIG
1541
Heritage Investment Group
Florida
$953K -$3.95K -21 -0.4%
CLIP
1542
Colter Lewis Investment Partners
Connecticut
$952K +$938K +4,985 New
WRCM
1543
Western Reserve Capital Management
Ohio
$950K +$936K +4,976 New
SPI
1544
Sutton Place Investors
New York
$950K +$940 +5 +0.1%
PBF
1545
Petix & Botte Financial
California
$948K +$35.4K +188 +4%
RWA
1546
River Wealth Advisors
Pennsylvania
$944K -$57.7K -307 -6%
HR
1547
Howe & Rusling
New York
$943K +$33.5K +178 +4%
AF
1548
Apollon Financial
South Carolina
$941K -$79.8K -424 -8%
TBT
1549
Texas Bank & Trust
Texas
$939K – – –
LK
1550
Lumbard & Kellner
New Hampshire
$935K – – –
60 61
62
63 64