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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1726
Stonebrook Private
Michigan
$272K +$41.1K +257 +18%
SAM
1727
Satovsky Asset Management
New York
$272K +$27.7K +173 +11%
PGA
1728
Portland Global Advisors
Maine
$272K -$16K -100 -6%
SFI
1729
SPC Financial Inc
Maryland
$272K -$1.44K -9 -0.5%
TL
1730
Tradewinds LLC
North Carolina
$270K +$269K +1,683 New
DPW
1731
DiNuzzo Private Wealth
Pennsylvania
$270K – – –
HCM
1732
HMS Capital Management
Tennessee
$269K – – –
AHC
1733
Anderson Hoagland & Co
Missouri
$269K -$1.12K -7 -0.4%
TAM
1734
TCP Asset Management
Ohio
$268K -$34.7K -217 -11%
MCM
1735
McRae Capital Management
New Jersey
$267K -$160 -1 -0.1%
JC
1736
Jentner Corp
Ohio
$267K -$51K -319 -16%
CF
1737
Convergence Financial
Missouri
$266K +$265K +1,660 New
DWP
1738
Destiny Wealth Partners
Florida
$265K -$62.2K -389 -19%
IHWM
1739
Iron Horse Wealth Management
Iowa
$264K -$11.2K -70 -4%
AFA
1740
American Financial Advisors
Georgia
$263K +$42.7K +267 +19%
AAG
1741
Armstrong Advisory Group
Massachusetts
$261K -$159K -992 -38%
SCA
1742
Sage Capital Advisors
South Dakota
$260K – – –
UL
1743
Unionview LLC
Washington
$260K – – –
TW
1744
Transform Wealth
Colorado
$260K -$14.7K -92 -5%
WMWM
1745
Whitaker-Myers Wealth Managers
Ohio
$260K -$281K -1,761 -52%
WT
1746
Whittier Trust
California
$260K – – –
LFS
1747
Legacy Financial Strategies
Kansas
$259K +$24.9K +156 +11%
FFP
1748
FourThought Financial Partners
Florida
$258K +$29.4K +184 +13%
WWP
1749
Walden Wealth Partners
Ohio
$257K – – –
CFP
1750
Catalyst Financial Partners
Massachusetts
$257K -$32.4K -203 -11%
68 69
70
71 72