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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1651
Oakworth Capital
Alabama
$172K – – –
APW
1652
Atlantic Private Wealth
North Carolina
$170K -$5.28K -38 -3%
OA
1653
Operose Advisors
Wisconsin
$169K -$148K -1,068 -47%
GFL
1654
Granite FO LLC
New Hampshire
$169K – – –
CFO
1655
CVA Family Office
Colorado
$165K -$21.5K -155 -12%
WFA
1656
West Financial Advisors
Iowa
$159K +$23.5K +169 +18%
AWM
1657
Aspire Wealth Management
Massachusetts
$158K – – –
CYG
1658
Clean Yield Group
Vermont
$155K -$75K -540 -33%
CMA
1659
Cedar Mountain Advisors
Oregon
$155K -$457K -3,288 -75%
CMP
1660
Coston McIsaac & Partners
Maine
$152K +$556 +4 +0.4%
BA
1661
Ballast Advisors
Minnesota
$150K – – –
BFO
1662
Biltmore Family Office
North Carolina
$148K -$531K -3,823 -79%
BBPWM
1663
Blue Bell Private Wealth Management
Pennsylvania
$147K +$57.6K +415 +67%
BCWM
1664
Bartlett & Co Wealth Management
Ohio
$147K +$33.5K +241 +30%
BC
1665
Bartlett & Co
Ohio
$147K +$33.5K +241 +30%
AP
1666
Arlington Partners
Alabama
$145K – – –
OSNBOA
1667
Old Second National Bank of Aurora
Illinois
$137K – – –
WFA
1668
WestHill Financial Advisors
California
$134K -$6.25K -45 -5%
FA
1669
Fiduciary Alliance
South Carolina
$134K +$131K +942 New
LWANC
1670
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K – – –
BWA
1671
BDO Wealth Advisors
Florida
$130K +$556 +4 +0.4%
EK
1672
Evensky & Katz
Florida
$129K -$5K -36 -4%
CTB
1673
Country Trust Bank
Illinois
$129K – – –
HCM
1674
Highlander Capital Management
New Jersey
$127K – – –
IFS
1675
Intelligent Financial Strategies
Minnesota
$126K -$114K -822 -48%
65 66
67
68 69