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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1701
Brooklyn FI
New York
$273K -$42.8K -304 -14%
GLLW
1702
Graves Light Lenhart Wealth
Virginia
$272K -$265K -1,882 -51%
EWA
1703
ERTS Wealth Advisors
Michigan
$271K -$12K -85 -4%
WCP
1704
Wick Capital Partners
Pennsylvania
$271K +$422 +3 +0.2%
KW
1705
KWB Wealth
California
$271K +$844 +6 +0.3%
SPC
1706
Stewart & Patten Company
California
$270K – – –
PGA
1707
Portland Global Advisors
Maine
$269K – – –
RWM
1708
Revisor Wealth Management
Ohio
$268K -$87.2K -620 -26%
WI
1709
Wintrust Investments
Illinois
$268K -$26.4K -188 -9%
IA
1710
Inspire Advisors
Idaho
$268K +$252K +1,791 New
MSG
1711
Main Street Group
Virginia
$268K +$252K +1,789 New
HWP
1712
Highline Wealth Partners
California
$267K +$251K +1,786 New
CICC
1713
Capital Investment Counsel (Colorado)
Colorado
$267K +$251K +1,783 New
AP
1714
Appleton Partners
Massachusetts
$266K -$26K -185 -9%
WA
1715
Wealthstar Advisors
Texas
$266K – – –
EL
1716
EWA LLC
Pennsylvania
$265K +$1.41K +10 +0.6%
MRWM
1717
ML&R Wealth Management
Texas
$264K +$7.88K +56 +3%
SIC
1718
Sterling Investment Counsel
New York
$264K -$16.9K -120 -6%
CFG
1719
Carr Financial Group
Massachusetts
$264K – – –
BFWA
1720
Benchmark Financial Wealth Advisors
Florida
$264K +$1.41K +10 +0.6%
WIM
1721
WealthPlan Investment Management
Nebraska
$263K +$247K +1,759 New
9WM
1722
9258 Wealth Management
Ohio
$263K +$4.92K +35 +2%
MWM
1723
Marion Wealth Management
Pennsylvania
$263K – – –
SCA
1724
Sage Capital Advisors
South Dakota
$262K -$31.4K -223 -11%
RIL
1725
Rothschild Investment LLC
Illinois
$262K -$42.8K -304 -15%
67 68
69
70 71