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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
1L
1701
10Elms LLP
Oklahoma
$552K -$27.2K -150 -5%
CFO
1702
Colony Family Offices
North Carolina
$551K -$57.4K -317 -10%
CWM
1703
Collaborative Wealth Management
Florida
$550K +$213K +1,177 +66%
CWMP
1704
Clarion Wealth Managment Partners
Virginia
$547K -$677K -3,738 -56%
BC
1705
Burney Company
Virginia
$546K -$36.8K -203 -6%
ICP
1706
Impact Capital Partners
Colorado
$546K +$530K +2,929 New
PSP
1707
Pacific Sage Partners
Washington
$545K -$72.4K -400 -12%
SO
1708
Sierra Ocean
California
$545K -$47.1K -260 -8%
CFS
1709
Coordinated Financial Services
Colorado
$542K +$1.81K +10 +0.3%
MW
1710
Marks Wealth
Maryland
$540K +$524K +2,896 New
LEFP
1711
Leading Edge Financial Planning
Tennessee
$539K -$1.27K -7 -0.2%
BI
1712
Ballast Inc
Kentucky
$537K +$12.7K +70 +2%
FG
1713
Fiduciary Group
Georgia
$535K -$7.06K -39 -1%
CA
1714
Cambridge Advisors
Nebraska
$531K – – –
SW
1715
SVB Wealth
Massachusetts
$531K -$90.2K -498 -15%
SFPG
1716
Stonebridge Financial Planning Group
Florida
$530K -$52.9K -292 -9%
MWA
1717
Meridian Wealth Advisors
Texas
$530K – – –
AWM
1718
Abound Wealth Management
Tennessee
$530K +$2.35K +13 +0.5%
BBPWM
1719
Blue Bell Private Wealth Management
Pennsylvania
$529K +$7.42K +41 +1%
NC
1720
NewSquare Capital
Pennsylvania
$529K +$72.2K +399 +16%
PAMG
1721
Patton Albertson Miller Group
Tennessee
$529K – – –
WAM
1722
WFA Asset Management
Wisconsin
$528K +$4.89K +27 +0.9%
AIM
1723
Archer Investment Management
Texas
$527K – – –
BZWA
1724
Blue Zone Wealth Advisors
California
$525K +$510K +2,817 New
PPG
1725
Peak Planning Group
Colorado
$523K +$507K +2,802 New
67 68
69
70 71