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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
1601
Fusion Family Wealth
New York
$211K -$100K -716 -32%
T
1602
TCWP
Ohio
$211K +$7.86K +56 +4%
MRWM
1603
ML&R Wealth Management
Texas
$211K +$2.1K +15 +1%
EL
1604
EWA LLC
Pennsylvania
$210K +$216K +1,536 New
RLIM
1605
Red Lighthouse Investment Management
New York
$210K – – –
EWA
1606
Encompass Wealth Advisors
Oregon
$210K – – –
LWCFA
1607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K – – –
SFG
1608
SNS Financial Group
Minnesota
$208K -$119K -845 -36%
BZWA
1609
Blue Zone Wealth Advisors
California
$207K -$210K -1,500 -50%
MC
1610
Miramar Capital
Illinois
$206K +$209K +1,492 New
CS
1611
Cannell & Spears
New York
$205K – – –
MAM
1612
Madison Asset Management
Wisconsin
$204K +$207K +1,478 New
HT
1613
Headlands Technologies
Illinois
$203K -$198K -1,410 -49%
ASI
1614
Advisory Services & Investments
Oregon
$203K – – –
CF
1615
Copperwynd Financial
Arizona
$202K -$33.5K -239 -14%
BI
1616
Berkeley Inc
Idaho
$201K +$561 +4 +0.3%
VDBMI
1617
Van Den Berg Management I
Texas
$195K -$421 -3 -0.2%
PP
1618
Pacifica Partners
Canada
$194K – – –
TC
1619
Truvestments Capital
Florida
$193K +$1.26K +9 +0.6%
VWM
1620
Venturi Wealth Management
Texas
$192K -$314K -2,241 -62%
DSC
1621
Duncker Streett & Co
Missouri
$192K – – –
AWM
1622
Abound Wealth Management
Tennessee
$192K -$55.4K -395 -22%
WT
1623
Whittier Trust
California
$191K +$421 +3 +0.2%
FFL
1624
Financial Freedom LLC
Ohio
$186K +$20.1K +143 +12%
CSC
1625
Caldwell Sutter Capital
California
$182K +$185K +1,318 New
63 64
65
66 67