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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1701
Tranquility Partners
Tennessee
$748K – – –
PWP
1702
Precedent Wealth Partners
Texas
$744K -$1.74M -8,686 -70%
HPIA
1703
Hamilton Point Investment Advisors
North Carolina
$740K – – –
KCPG
1704
Kavar Capital Partners Group
Kansas
$740K -$8.41K -42 -1%
PBO
1705
Peoples Bank (Ohio)
Ohio
$739K +$445K +2,221 +143%
CWS
1706
Cypress Wealth Services
California
$739K -$31.2K -156 -4%
SPWG
1707
Syntegra Private Wealth Group
Missouri
$738K -$2K -10 -0.3%
TCBWMS
1708
Texas Capital Bank Wealth Management Services
Texas
$736K – – –
CWM
1709
Clearview Wealth Management
California
$735K +$750K +3,744 New
FNWM
1710
Financial Network Wealth Management
Utah
$732K +$27.4K +137 +4%
LPP
1711
Life Planning Partners
Florida
$731K +$200 +1 +0%
DWM
1712
DecisionMap Wealth Management
Virginia
$729K -$82.7K -413 -10%
TC
1713
Trilogy Capital
California
$727K +$125K +624 +20%
TP
1714
Thayer Partners
Pennsylvania
$727K +$2.6K +13 +0.4%
JFG
1715
Jefferies Financial Group
New York
$725K +$19.2K +96 +3%
CFO
1716
Callan Family Office
Pennsylvania
$725K +$182K +908 +33%
IIL
1717
Insight Inv LLC
California
$724K -$68.1K -340 -8%
PRAG
1718
Portfolio Resources Advisor Group
Florida
$722K +$187K +936 +34%
QPWM
1719
Quadrant Private Wealth Management
Pennsylvania
$720K +$434K +2,167 +144%
FCG
1720
Fielder Capital Group
Tennessee
$719K – – –
WP
1721
Westmount Partners
California
$719K +$200 +1 +0%
KCA
1722
Kastel Capital Advisors
Massachusetts
$717K – – –
IWN
1723
Independent Wealth Network
Iowa
$717K +$19.4K +97 +3%
AIA
1724
Accelerate Investment Advisors
California
$714K -$348K -1,740 -32%
RIA
1725
Realta Investment Advisors
Delaware
$711K -$142K -709 -16%
67 68
69
70 71