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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
1576
Lumbard & Kellner
New Hampshire
$960K – – –
SWP
1577
Sagespring Wealth Partners
Tennessee
$959K +$66.5K +332 +7%
BWM
1578
Briggs Wealth Management
Connecticut
$956K -$129K -644 -12%
WRCM
1579
Western Reserve Capital Management
Ohio
$955K -$21.2K -106 -2%
OCFG
1580
O'Connor Financial Group
Illinois
$953K -$37.2K -186 -4%
LWMI
1581
Legacy Wealth Management (Idaho)
Idaho
$952K +$176K +879 +22%
CAM
1582
Capital Asset Management
Colorado
$950K -$7.61K -38 -0.8%
ACM
1583
Allred Capital Management
Texas
$949K – – –
WCM
1584
Winebrenner Capital Management
Kentucky
$946K +$116K +581 +14%
SOAG
1585
Silver Oak Advisory Group
Oregon
$946K -$45.3K -226 -4%
AWA
1586
Alaska Wealth Advisors
Alaska
$946K -$55.3K -276 -5%
CICC
1587
Capital Investment Counsel (Colorado)
Colorado
$941K -$150K -747 -13%
JGIA
1588
Jackson Grant Investment Advisers
Connecticut
$936K +$1.8K +9 +0.2%
NB
1589
Northwest Bancshares
Pennsylvania
$933K – – –
ZIM
1590
Zacks Investment Management
Illinois
$932K +$54.9K +274 +6%
NS
1591
Northland Securities
Minnesota
$932K +$196K +977 +26%
ESB
1592
Essex Savings Bank
Connecticut
$932K -$75.1K -375 -7%
AAMG
1593
AMG Asset Management Group
Georgia
$932K +$951K +4,749 New
CFG
1594
Compass Financial Group
Ohio
$929K -$23.2K -116 -2%
SWP
1595
Summit Wealth Partners
Florida
$926K +$136K +678 +17%
CWA
1596
Continuum Wealth Advisors
New York
$925K – – –
CJ
1597
Caitlin John
Michigan
$924K -$91.3K -456 -9%
DA
1598
Detalus Advisors
Missouri
$923K +$71.5K +357 +8%
OCA
1599
Odyssey Capital Advisors
Pennsylvania
$922K -$105K -525 -10%
HCM
1600
Howland Capital Management
Massachusetts
$921K – – –
62 63
64
65 66