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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
Smith Asset Management
Florida
$999K +$78.3K +391 +8%
JJBC
1552
James J. Burns & Company
New York
$997K +$1.6K +8 +0.2%
HAS
1553
HBW Advisory Services
California
$996K +$3.8K +19 +0.4%
TDC
1554
Thompson Davis & Co
Virginia
$996K -$31.2K -156 -3%
CLIP
1555
Colter Lewis Investment Partners
Connecticut
$996K +$17.8K +89 +2%
AP
1556
Anchyra Partners
Georgia
$993K – – –
OBWG
1557
Onyx Bridge Wealth Group
New York
$991K -$801 -4 -0.1%
VAM
1558
Verity Asset Management
North Carolina
$986K -$103K -513 -9%
FWCM
1559
Ferguson Wellman Capital Management
Oregon
$984K -$21.4K -107 -2%
CA
1560
CWC Advisors
Oregon
$984K +$64.3K +321 +7%
XSC
1561
X-Square Capital
Puerto Rico
$981K +$238K +1,190 +31%
TFA
1562
TrustWell Financial Advisors
Florida
$980K +$211K +1,056 +27%
HIG
1563
Heritage Investment Group
Florida
$980K +$801 +4 +0.1%
HWMC
1564
Heritage Wealth Management (California)
California
$980K -$6.21K -31 -0.6%
WFA
1565
Wells Financial Advisors
Massachusetts
$979K -$346K -1,727 -26%
SPI
1566
Sutton Place Investors
New York
$976K +$601 +3 +0.1%
IWA
1567
Icon Wealth Advisors
Texas
$973K +$177K +884 +23%
RLWM
1568
RF&L Wealth Management
Massachusetts
$973K -$12K -60 -1%
AFO
1569
Aurelius Family Office
New Hampshire
$968K -$115K -575 -10%
TA
1570
TFB Advisors
Kansas
$966K -$1.3M -6,516 -57%
ICP
1571
Impact Capital Partners
Colorado
$966K -$30.6K -153 -3%
FNA
1572
First National Advisers
Nebraska
$966K +$278K +1,387 +39%
FB
1573
Finward Bancorp
Indiana
$965K +$225K +1,125 +30%
SWP
1574
Strategic Wealth Partners
Ohio
$963K -$80.7K -403 -8%
SIS
1575
Sound Income Strategies
Florida
$962K +$175K +873 +22%
61 62
63
64 65