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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1576
NorthRock Partners
Minnesota
$368K +$122K +869 +54%
NCM
1577
Next Capital Management
New York
$368K – – –
WFPG
1578
Waller Financial Planning Group
Ohio
$367K +$1.41K +10 +0.4%
B
1579
BetterWealth
California
$367K – – –
ORC
1580
O'Rourke & Company
Massachusetts
$366K -$3.38K -24 -1%
MCM
1581
Morton Capital Management
California
$366K +$55.6K +395 +19%
AUB
1582
Atlantic Union Bankshares
Virginia
$365K – – –
KC
1583
Kingfisher Capital
North Carolina
$365K +$2.25K +16 +0.7%
GPA
1584
Garrison Point Advisors
California
$365K – – –
BTIM
1585
BancFirst Trust & Investment Management
Oklahoma
$363K +$121K +862 +55%
CGA
1586
Crescent Grove Advisors
Illinois
$363K – – –
MC
1587
Mathes Company
New York
$361K -$45.2K -321 -12%
AWM
1588
Austin Wealth Management
Texas
$361K -$3.1K -22 -0.9%
PG
1589
Patten Group
Tennessee
$361K +$114K +808 +50%
DWM
1590
Dopkins Wealth Management
New York
$361K -$28K -199 -8%
VFA
1591
Voya Financial Advisors
Connecticut
$360K -$9.14K -65 -3%
TWG
1592
The Wealth Group
Minnesota
$360K +$333K +2,367 New
PJWM
1593
Philip James Wealth Mangement
Georgia
$359K +$338K +2,400 New
MYIA
1594
Mount Yale Investment Advisors
Colorado
$358K +$337K +2,397 New
BAWC
1595
Boyce & Associates Wealth Consulting
Texas
$357K +$24.6K +175 +8%
DA
1596
DCM Advisors
New York
$357K – – –
PCA
1597
Peddock Capital Advisors
Massachusetts
$357K -$68.9K -490 -17%
AIP
1598
Almanack Investment Partners
Pennsylvania
$357K +$336K +2,386 New
SWP
1599
Semus Wealth Partners
Florida
$353K -$45.2K -321 -12%
MPAM
1600
Murphy Pohlad Asset Management
Minnesota
$352K +$33.1K +235 +11%
62 63
64
65 66