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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1551
Next Capital Management
New York
$255K +$249K +1,793 New
BFWA
1552
Benchmark Financial Wealth Advisors
Florida
$253K -$5.14K -37 -2%
VHAM
1553
Van Hulzen Asset Management
California
$253K – – –
TF
1554
TimeScale Financial
Massachusetts
$253K +$1.53K +11 +0.6%
WA
1555
Wealthstar Advisors
Texas
$253K +$5.14K +37 +2%
HDIM
1556
Hanson & Doremus Investment Management
Vermont
$250K – – –
MWM
1557
Marion Wealth Management
Pennsylvania
$250K – – –
CA
1558
Claro Advisors
Massachusetts
$250K -$83.5K -601 -25%
OMC
1559
Overbrook Management Corp
New York
$250K -$453K -3,262 -65%
9WM
1560
9258 Wealth Management
Ohio
$248K +$417 +3 +0.2%
B
1561
Bailard
California
$247K -$11.7K -84 -5%
SWM
1562
Seed Wealth Management
Illinois
$245K – – –
FNBT
1563
FineMark National Bank & Trust
Florida
$245K +$24.6K +177 +11%
TF
1564
Trek Financial
Arizona
$245K -$1.25K -9 -0.5%
RF
1565
RHS Financial
California
$243K – – –
EWM
1566
EPG Wealth Management
Georgia
$243K +$4.86K +35 +2%
CHJWM
1567
Carlton Hofferkamp & Jenks Wealth Management
Texas
$243K – – –
SWIG
1568
Strategic Wealth Investment Group
Kentucky
$242K -$109K -785 -32%
TW
1569
TrinityPoint Wealth
Connecticut
$242K -$40.4K -291 -15%
CI
1570
Ceera Investments
Texas
$241K – – –
QPWM
1571
Quadrant Private Wealth Management
Pennsylvania
$241K – – –
FB
1572
Fulton Bank
Pennsylvania
$240K – – –
SYBT
1573
Stock Yards Bank & Trust
Kentucky
$238K +$6.39K +46 +3%
CFP
1574
Catalyst Financial Partners
Massachusetts
$238K +$232K +1,672 New
THL
1575
Tillman Hartley LLC
Colorado
$237K +$1.39K +10 +0.6%
61 62
63
64 65