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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1601
Shufro Rose & Co
New York
$836K -$19.6K -104 -2%
FWMP
1602
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$830K -$30.5K -162 -4%
DA
1603
Detalus Advisors
Missouri
$830K -$1.5K -8 -0.2%
HFS
1604
Heritage Financial Services
Massachusetts
$829K – – –
BAAM
1605
Baker Avenue Asset Management
California
$829K +$580K +3,081 +245%
RIA
1606
Realta Investment Advisors
Delaware
$828K +$317K +1,684 +64%
VFIC
1607
Valley Forge Investment Consultants
Pennsylvania
$827K +$7.71K +41 +1%
BWA
1608
BlueSky Wealth Advisors
North Carolina
$826K – – –
DI
1609
Diligent Investors
California
$826K -$9.4K -50 -1%
LW
1610
Linscomb Wealth
Texas
$825K -$20.1K -107 -2%
AA
1611
Ashford Advisors
New York
$820K – – –
LG
1612
LAM Group
Oregon
$816K -$43.3K -230 -5%
SIC
1613
SJS Investment Consulting
Ohio
$816K -$12.4K -66 -2%
TP
1614
TritonPoint Partners
Maryland
$813K +$801K +4,257 New
PG
1615
Patten Group
Tennessee
$812K -$22.8K -121 -3%
CW
1616
Code Waechter
Florida
$811K +$46.6K +248 +6%
WCM
1617
Winebrenner Capital Management
Kentucky
$810K -$29.5K -157 -4%
NRW
1618
Nova R Wealth
Kansas
$809K +$797K +4,237 New
CFP
1619
Catalyst Financial Partners
Massachusetts
$808K +$135K +716 +20%
PWM
1620
Penobscot Wealth Management
Maine
$803K -$3.76K -20 -0.5%
FPCP
1621
Fort Point Capital Partners
California
$803K +$89.5K +476 +13%
MPAM
1622
Murphy Pohlad Asset Management
Minnesota
$802K +$27.5K +146 +4%
HIS
1623
Horizon Investment Services
Indiana
$800K -$36.3K -193 -4%
PWG
1624
Portside Wealth Group
Utah
$800K +$528K +2,808 +203%
BWM
1625
Baron Wealth Management
Michigan
$800K +$206K +1,096 +35%
63 64
65
66 67