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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1701
Buska Wealth Management
Wisconsin
$872K +$1.46K +7 +0.2%
PCS
1702
Private Client Services
Kentucky
$868K -$15.7K -75 -2%
WA
1703
WPG Advisers
Maryland
$866K +$626 +3 +0.1%
OSNBOA
1704
Old Second National Bank of Aurora
Illinois
$864K – – –
RSC
1705
Red Spruce Capital
Pennsylvania
$862K -$21.9K -105 -3%
PBO
1706
Peoples Bank (Ohio)
Ohio
$860K +$37.2K +178 +5%
CAI
1707
Capital Advisors Inc
Oklahoma
$860K +$418 +2 +0.1%
SPA
1708
Sentinel Pension Advisors
Massachusetts
$859K -$132K -634 -14%
EWM
1709
Elmwood Wealth Management
California
$859K -$19.4K -93 -2%
HG
1710
Harbor Group
New Hampshire
$857K -$86.5K -414 -10%
ICP
1711
Impact Capital Partners
Colorado
$857K -$207K -989 -20%
BLFG
1712
Brian Low Financial Group
Louisiana
$854K -$20.3K -97 -2%
1WM
1713
1900 Wealth Management
Texas
$854K – – –
AIS
1714
Advocate Investing Services
Maryland
$854K -$43.4K -208 -5%
RDWM
1715
Red Door Wealth Management
Tennessee
$853K +$209 +1 +0%
AW
1716
Apricus Wealth
South Carolina
$853K – – –
CFS
1717
CGC Financial Services
Oregon
$852K – – –
PFA
1718
Portland Financial Advisors
New York
$852K +$97.1K +465 +14%
LPT
1719
Legacy Private Trust
Wisconsin
$852K -$8.35K -40 -1%
TC
1720
Trilogy Capital
California
$851K +$41.8K +200 +5%
RF
1721
Roxbury Financial
New Jersey
$851K +$7.52K +36 +0.9%
JWM
1722
JP Wealth Management
South Carolina
$850K – – –
SWM
1723
SpringVest Wealth Management
Texas
$850K +$3.13K +15 +0.4%
RIA
1724
RPG Investment Advisory
California
$849K +$3.34K +16 +0.4%
SFPG
1725
Stonebridge Financial Planning Group
Florida
$849K +$149K +714 +22%
67 68
69
70 71