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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1626
Sound Income Strategies
Florida
$797K +$256K +1,361 +51%
LC
1627
Lincoln Capital
Nebraska
$795K +$188 +1 +0%
PCM
1628
Passive Capital Management
Maryland
$793K – – –
JSSH
1629
J. Safra Sarasin Holding
$793K – – –
HL
1630
HeadInvest LLC
Maine
$792K -$37.6K -200 -5%
TLA
1631
Tanglewood Legacy Advisors
Texas
$792K +$12.2K +65 +2%
BEAM
1632
Baker Ellis Asset Management
Washington
$791K – – –
PPA
1633
Pacific Point Advisors
California
$789K – – –
DWM
1634
DecisionMap Wealth Management
Virginia
$788K -$20.3K -108 -3%
SWM
1635
Silverlake Wealth Management
Vermont
$788K +$48.2K +256 +7%
AIS
1636
Advocate Investing Services
Maryland
$787K +$775K +4,121 New
MJRIC
1637
Mogy Joel R Investment Counsel
California
$786K -$32.9K -175 -4%
KFGG
1638
Keystone Financial Group (Georgia)
Georgia
$785K +$3.76K +20 +0.5%
UPS
1639
UHLMANN PRICE SECURITIES
Illinois
$785K +$6.21K +33 +0.8%
RWPA
1640
Richard W. Paul & Associates
Michigan
$784K +$13.2K +70 +2%
CRA
1641
Clear Retirement Advice
California
$784K +$724K +3,851 New
JWBC
1642
John W. Brooker & Co
California
$778K +$250K +1,329 +48%
TSWM
1643
Triangle Securities Wealth Management
North Carolina
$775K -$6.02K -32 -0.8%
SWP
1644
Summit Wealth Partners
Florida
$772K +$37.8K +201 +5%
HIW
1645
Holos Integrated Wealth
Pennsylvania
$772K – – –
BFG
1646
Bouchey Financial Group
New York
$772K – – –
SAS
1647
Stelac Advisory Services
New York
$772K -$218K -1,160 -22%
IIL
1648
Insight Inv LLC
California
$770K – – –
PCS
1649
Private Client Services
Kentucky
$769K +$9.78K +52 +1%
TH
1650
Team Hewins
California
$766K – – –
64 65
66
67 68