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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1576
Seed Wealth Management
Illinois
$238K – – –
9WM
1577
9258 Wealth Management
Ohio
$238K -$3.15K -22 -1%
TW
1578
TrinityPoint Wealth
Connecticut
$237K +$2.01K +14 +0.8%
AAS
1579
Asset Allocation Strategies
Michigan
$236K -$118K -826 -33%
HCM
1580
Highlander Capital Management
New Jersey
$236K +$117K +820 +92%
MRWM
1581
ML&R Wealth Management
Texas
$236K +$32.5K +227 +15%
BZWA
1582
Blue Zone Wealth Advisors
California
$234K -$86K -600 -26%
IFA
1583
Interactive Financial Advisors
Illinois
$234K +$243K +1,696 New
FB
1584
Fulton Bank
Pennsylvania
$233K – – –
MWA
1585
Motive Wealth Advisors
Michigan
$233K -$93.6K -653 -28%
RPCONE
1586
Retirement Planning Company of New England
Rhode Island
$231K -$35.2K -246 -13%
WP
1587
WealthPLAN Partners
Nebraska
$231K +$22.2K +155 +10%
THL
1588
Tillman Hartley LLC
Colorado
$230K – – –
EM
1589
Excalibur Management
Massachusetts
$230K +$239K +1,667 New
AWM
1590
Abound Wealth Management
Tennessee
$230K +$34K +237 +17%
EWM
1591
EPG Wealth Management
Georgia
$229K -$7.02K -49 -3%
AA
1592
AlphaQ Advisors
Florida
$229K -$238K -1,658 -50%
BSWA
1593
Bromfield Sneider Wealth Advisors
Massachusetts
$228K – – –
FAM
1594
Formidable Asset Management
Ohio
$226K +$235K +1,642 New
CHJWM
1595
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225K – – –
AIP
1596
Ameritas Investment Partners
Nebraska
$225K +$716 +5 +0.3%
AWAG
1597
ARS Wealth Advisors Group
Florida
$224K +$232K +1,622 New
BWM
1598
Baron Wealth Management
Michigan
$223K +$232K +1,620 New
RFA
1599
Resurgent Financial Advisors
Georgia
$223K +$8.02K +56 +4%
DCM
1600
Donaldson Capital Management
Indiana
$223K +$7.74K +54 +3%
62 63
64
65 66