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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1551
Code Waechter
Florida
$745K – – –
PMG
1552
Private Management Group
California
$741K – – –
PCS
1553
Private Client Services
Kentucky
$741K -$175K -966 -20%
GSF
1554
Grove Street Fiduciary
New Hampshire
$740K -$32.8K -181 -4%
DFG
1555
Dynamic Financial Group
Iowa
$736K +$1.09K +6 +0.2%
SAM
1556
Synergy Asset Management
Washington
$736K +$517K +2,857 +235%
WA
1557
WPG Advisers
Maryland
$736K -$12.1K -67 -2%
CI
1558
CPR Investments
Michigan
$733K -$1.45K -8 -0.2%
HIW
1559
Holos Integrated Wealth
Pennsylvania
$732K – – –
1WM
1560
1900 Wealth Management
Texas
$731K – – –
CFS
1561
CGC Financial Services
Oregon
$729K – – –
JWM
1562
JP Wealth Management
South Carolina
$727K – – –
SIC
1563
Salem Investment Counselors
North Carolina
$727K -$71.3K -394 -9%
GWSA
1564
Global Wealth Strategies & Associates
Colorado
$726K +$459K +2,537 +187%
IWA
1565
Icon Wealth Advisors
Texas
$725K +$905 +5 +0.1%
TP
1566
Tranquility Partners
Tennessee
$723K +$395K +2,181 +129%
SWM
1567
Silverlake Wealth Management
Vermont
$721K +$169K +935 +32%
OWA
1568
One Wealth Advisors
California
$718K – – –
BBHC
1569
Brown Brothers Harriman & Co
New York
$718K +$23.9K +132 +4%
WI
1570
WrapManager Inc
California
$717K -$122K -673 -15%
SWP
1571
Summit Wealth Partners
Florida
$717K -$16.1K -89 -2%
RF
1572
Roxbury Financial
New Jersey
$715K +$905 +5 +0.1%
SWM
1573
SpringVest Wealth Management
Texas
$715K +$122K +672 +21%
SA
1574
Sovran Advisors
California
$712K +$326K +1,800 +88%
KCPG
1575
Kavar Capital Partners Group
Kansas
$711K -$127K -700 -16%
61 62
63
64 65