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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1701
Harbor Group
New Hampshire
$857K -$86.5K -414 -10%
ICP
1702
Impact Capital Partners
Colorado
$857K -$207K -989 -20%
BLFG
1703
Brian Low Financial Group
Louisiana
$854K -$20.3K -97 -2%
1WM
1704
1900 Wealth Management
Texas
$854K – – –
AIS
1705
Advocate Investing Services
Maryland
$854K -$43.4K -208 -5%
RDWM
1706
Red Door Wealth Management
Tennessee
$853K +$209 +1 +0%
AW
1707
Apricus Wealth
South Carolina
$853K – – –
CFS
1708
CGC Financial Services
Oregon
$852K – – –
PFA
1709
Portland Financial Advisors
New York
$852K +$97.1K +465 +14%
LPT
1710
Legacy Private Trust
Wisconsin
$852K -$8.35K -40 -1%
TC
1711
Trilogy Capital
California
$851K +$41.8K +200 +5%
RF
1712
Roxbury Financial
New Jersey
$851K +$7.52K +36 +0.9%
JWM
1713
JP Wealth Management
South Carolina
$850K – – –
SWM
1714
SpringVest Wealth Management
Texas
$850K +$3.13K +15 +0.4%
RIA
1715
RPG Investment Advisory
California
$849K +$3.34K +16 +0.4%
SFPG
1716
Stonebridge Financial Planning Group
Florida
$849K +$149K +714 +22%
CICC
1717
Capital Investment Counsel (Colorado)
Colorado
$848K -$189K -903 -19%
SIM
1718
Stratos Investment Management
Ohio
$845K -$556K -2,661 -41%
HIW
1719
Holos Integrated Wealth
Pennsylvania
$844K – – –
CAM
1720
Capital Asset Management
Colorado
$840K -$206K -985 -20%
HCWM
1721
Hidden Cove Wealth Management
Washington
$839K +$835 +4 +0.1%
OWA
1722
One Wealth Advisors
California
$839K – – –
CRA
1723
Clear Retirement Advice
California
$839K -$626 -3 -0.1%
RWA
1724
River Wealth Advisors
Pennsylvania
$837K -$163K -780 -17%
CCM
1725
Compass Capital Management
Minnesota
$835K -$471K -2,256 -37%
67 68
69
70 71