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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1576
Resurgent Financial Advisors
Georgia
$237K +$233K +1,688 New
WI
1577
Wintrust Investments
Illinois
$236K -$221K -1,608 -49%
MCM
1578
Mainstay Capital Management
Michigan
$235K – – –
SWM
1579
Selective Wealth Management
Virginia
$235K +$11.4K +83 +5%
FWS
1580
FinDec Wealth Services
California
$235K +$230K +1,673 New
TF
1581
Trek Financial
Arizona
$235K -$27.7K -201 -11%
9WM
1582
9258 Wealth Management
Ohio
$235K +$230K +1,672 New
WTB
1583
Washington Trust Bank
Washington
$234K – – –
RBC
1584
Romano Brothers & Co
Illinois
$233K – – –
BSWA
1585
Bromfield Sneider Wealth Advisors
Massachusetts
$232K – – –
GEA
1586
Glen Eagle Advisors
New Jersey
$232K -$36.9K -268 -14%
VFPW
1587
Vantage Financial Partners (Wisconsin)
Wisconsin
$231K -$11.3K -82 -5%
JF
1588
JSF Financial
California
$231K +$226K +1,642 New
AI
1589
Accredited Investors
Minnesota
$230K +$226K +1,639 New
CYG
1590
Clean Yield Group
Vermont
$229K +$10.9K +79 +5%
EWM
1591
EPG Wealth Management
Georgia
$229K +$1.38K +10 +0.6%
DLCIG
1592
D.L. Carlson Investment Group
New Hampshire
$227K – – –
CI
1593
Cordant Inc
Oregon
$225K -$34.2K -248 -13%
APW
1594
Aurora Private Wealth
New Jersey
$225K -$887K -6,441 -80%
AWAG
1595
ARS Wealth Advisors Group
Florida
$225K -$20.9K -152 -9%
SYBT
1596
Stock Yards Bank & Trust
Kentucky
$223K +$219K +1,588 New
UAS
1597
United Asset Strategies
New York
$223K +$218K +1,586 New
SS
1598
Sunbelt Securities
Texas
$223K +$218K +1,586 New
WT
1599
Washington Trust
Rhode Island
$222K – – –
LA
1600
Legacy Advisors
Pennsylvania
$221K +$217K +1,575 New
62 63
64
65 66