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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCP
1701
Cedar Point Capital Partners
Iowa
$284K +$8.79K +55 +3%
WLG
1702
Williamson Legacy Group
Indiana
$283K +$282K +1,767 New
KW
1703
KWB Wealth
California
$283K – – –
NPI
1704
New Perspectives Inc
Mississippi
$282K – – –
SWM
1705
Silverlake Wealth Management
Vermont
$282K – – –
SIC
1706
Sterling Investment Counsel
New York
$281K – – –
CFG
1707
Cooper Financial Group
California
$281K -$5.75K -36 -2%
BWCS
1708
Beirne Wealth Consulting Services
Connecticut
$280K – – –
FCP
1709
Fidelis Capital Partners
Florida
$280K -$9.43K -59 -3%
BWP
1710
Baldwin Wealth Partners
Massachusetts
$280K -$34K -213 -11%
TFF
1711
The Family Firm
Maryland
$280K +$279K +1,743 New
TCA
1712
Trifecta Capital Advisors
Illinois
$279K – – –
PWA
1713
Physician Wealth Advisors
Utah
$279K +$1.12K +7 +0.4%
HDIM
1714
Hanson & Doremus Investment Management
Vermont
$279K – – –
HG
1715
Harbor Group
New Hampshire
$279K +$2.88K +18 +1%
SWP
1716
Semus Wealth Partners
Florida
$278K -$15K -94 -5%
GLLW
1717
Graves Light Lenhart Wealth
Virginia
$277K -$14.1K -88 -5%
HPC
1718
Hobart Private Capital
North Carolina
$277K +$276K +1,727 New
SWM
1719
Seed Wealth Management
Illinois
$277K – – –
EWA
1720
Encompass Wealth Advisors
Oregon
$276K +$32.4K +203 +13%
CISOA
1721
Capital Investment Services of America
Wisconsin
$275K -$25.6K -160 -9%
RMCM
1722
Reynders McVeigh Capital Management
Massachusetts
$275K -$26.2K -164 -9%
BF
1723
Brooklyn FI
New York
$274K +$5.27K +33 +2%
EB
1724
Emprise Bank
Kansas
$273K – – –
RWM
1725
Revisor Wealth Management
Ohio
$272K -$19.7K -123 -7%
67 68
69
70 71