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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1551
Bison Wealth
Georgia
$488K -$444K -2,654 -49%
CC
1552
Cultivar Capital
Texas
$487K – – –
MAV
1553
Mason & Associates (Virginia)
Virginia
$485K – – –
SAM
1554
Summit Asset Management
Tennessee
$485K +$35.7K +213 +8%
BONH
1555
Bank of New Hampshire
New Hampshire
$483K -$118K -704 -20%
BWIA
1556
Bryant Woods Investment Advisors
New York
$482K +$12.9K +77 +3%
IC
1557
Iconiq Capital
California
$481K +$5.19K +31 +1%
FG
1558
Fiduciary Group
Georgia
$480K -$4.69K -28 -1%
TCM
1559
TruNorth Capital Management
Michigan
$478K – – –
BI
1560
Berkeley Inc
Idaho
$478K +$229K +1,370 +100%
GL
1561
Graypoint LLC
New York
$475K -$7.7K -46 -2%
ZRP
1562
Zynergy Retirement Planning
New Jersey
$475K -$3.68K -22 -0.8%
LA
1563
LexAurum Advisors
Kansas
$473K +$502 +3 +0.1%
FNBOMD
1564
First National Bank of Mount Dora
Florida
$473K – – –
HFA
1565
Highland Financial Advisors
New Jersey
$472K -$63.6K -380 -12%
SGI
1566
Summit Global Investments
Utah
$472K +$65K +388 +17%
LCWP
1567
Legacy Capital Wealth Partners
Arkansas
$471K -$70K -418 -13%
SHFA
1568
SC&H Financial Advisors
Maryland
$470K -$2.85K -17 -0.6%
FBFS
1569
First Business Financial Services
Wisconsin
$469K – – –
XSC
1570
X-Square Capital
Puerto Rico
$468K +$57.8K +345 +15%
AFG
1571
ABLE Financial Group
Arizona
$467K +$448K +2,676 New
FIM
1572
FWL Investment Management
Texas
$466K +$33.3K +199 +8%
BRIA
1573
Balanced Rock Investment Advisors
Massachusetts
$464K -$8.71K -52 -2%
AWMG
1574
Alliance Wealth Management Group
New Jersey
$464K – – –
CS
1575
Cannell & Spears
New York
$463K – – –
61 62
63
64 65