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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1726
Edge Financial Advisors
Illinois
$315K -$51.2K -306 -15%
MWM
1727
MGB Wealth Management
Texas
$314K +$301K +1,800 New
OWA
1728
Opal Wealth Advisors
New York
$314K -$75.3K -450 -20%
WLG
1729
Williamson Legacy Group
Indiana
$312K +$3.35K +20 +1%
AFG
1730
Argent Financial Group
Louisiana
$311K +$299K +1,783 New
CFG
1731
Cooper Financial Group
California
$311K +$4.69K +28 +2%
MWA
1732
Motive Wealth Advisors
Michigan
$308K – – –
NPI
1733
New Perspectives Inc
Mississippi
$307K – – –
WIM
1734
WealthPlan Investment Management
Nebraska
$307K +$295K +1,759 New
FF
1735
Francis Financial
$307K +$295K +1,759 New
DFC
1736
DB Fitzpatrick & Co
Idaho
$306K +$73.5K +439 +33%
APW
1737
Austin Private Wealth
Texas
$306K +$81.9K +489 +39%
AAG
1738
Armstrong Advisory Group
Massachusetts
$305K +$19.8K +118 +7%
SIC
1739
Sterling Investment Counsel
New York
$305K -$1.17K -7 -0.4%
TCA
1740
Trifecta Capital Advisors
Illinois
$304K – – –
CWM
1741
Centurion Wealth Management
Virginia
$304K +$291K +1,740 New
BWCS
1742
Beirne Wealth Consulting Services
Connecticut
$303K – – –
HDIM
1743
Hanson & Doremus Investment Management
Vermont
$303K – – –
RWA
1744
Redhawk Wealth Advisors
Minnesota
$303K -$82K -490 -22%
HG
1745
Harbor Group
New Hampshire
$302K -$837 -5 -0.3%
EBT
1746
Enterprise Bank & Trust
Massachusetts
$302K -$12.6K -75 -4%
SWM
1747
Seed Wealth Management
Illinois
$301K – – –
CISOA
1748
Capital Investment Services of America
Wisconsin
$299K – – –
SWM
1749
Silverlake Wealth Management
Vermont
$298K -$8.54K -51 -3%
SL
1750
SWMG LLC
Texas
$298K -$121K -722 -30%
68 69
70
71 72