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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1676
WPG Advisers
Maryland
$779K +$1K +5 +0.1%
RAM
1677
Robinhood Asset Management
California
$778K +$236K +1,180 +42%
OSNBOA
1678
Old Second National Bank of Aurora
Illinois
$778K – – –
CFP
1679
Cypress Financial Planning
New Jersey
$775K +$55.1K +275 +7%
RYIA
1680
Roehl & Yi Investment Advisors
Oregon
$775K +$2.8K +14 +0.4%
LPT
1681
Legacy Private Trust
Wisconsin
$775K +$78.7K +393 +11%
CAI
1682
Capital Advisors Inc
Oklahoma
$774K -$10.8K -54 -1%
SAM
1683
Synergy Asset Management
Washington
$772K +$447K +2,234 +131%
SFG
1684
Snider Financial Group
Washington
$770K -$146K -728 -16%
1WM
1685
1900 Wealth Management
Texas
$769K – – –
RDWM
1686
Red Door Wealth Management
Tennessee
$768K +$400 +2 +0.1%
AW
1687
Apricus Wealth
South Carolina
$768K +$30K +150 +4%
CFS
1688
CGC Financial Services
Oregon
$767K – – –
JWM
1689
JP Wealth Management
South Carolina
$765K – – –
TCM
1690
TruNorth Capital Management
Michigan
$763K -$230K -1,148 -23%
SWM
1691
SpringVest Wealth Management
Texas
$762K – – –
RIA
1692
RPG Investment Advisory
California
$762K +$8.21K +41 +1%
HIW
1693
Holos Integrated Wealth
Pennsylvania
$759K -$32K -160 -4%
RF
1694
Roxbury Financial
New Jersey
$759K +$2.8K +14 +0.4%
CRA
1695
Clear Retirement Advice
California
$756K – – –
OWA
1696
One Wealth Advisors
California
$756K – – –
HCWM
1697
Hidden Cove Wealth Management
Washington
$755K -$12.2K -61 -2%
AC
1698
ASB Consultores
Florida
$749K -$352K -1,760 -33%
BCA
1699
Bay Colony Advisors
Massachusetts
$749K +$142K +709 +23%
LWP
1700
LMG Wealth Partners
Louisiana
$749K -$7.61K -38 -1%
66 67
68
69 70