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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1726
Certuity
Florida
$676K -$752 -4 -0.1%
CPSC
1727
Carl P. Sherr & Co
Massachusetts
$675K – – –
PCI
1728
Planning Center Inc
Illinois
$675K -$9.22K -49 -1%
FNA
1729
First National Advisers
Nebraska
$675K +$8.09K +43 +1%
SLWA
1730
San Luis Wealth Advisors
California
$674K -$7.9K -42 -1%
CWP
1731
Corepath Wealth Partners
Arizona
$673K -$211K -1,124 -25%
FWP
1732
FAS Wealth Partners
Kansas
$673K +$20.3K +108 +3%
PG
1733
Proffitt & Goodson
Tennessee
$672K – – –
BB
1734
Busey Bank
Illinois
$671K +$56.6K +301 +9%
SIP
1735
Snowwater Investment Partners
Connecticut
$668K +$658K +3,500 New
HCM
1736
Hall Capital Management
Rhode Island
$666K +$19.9K +106 +3%
EFP
1737
Envision Financial Planning
Tennessee
$664K – – –
SIC
1738
Salem Investment Counselors
North Carolina
$664K -$75.6K -402 -10%
SRWM
1739
Shira Ridge Wealth Management
California
$663K +$1.5K +8 +0.2%
FA
1740
Forefront Analytics
Pennsylvania
$662K -$2.44M -12,979 -79%
TA
1741
TrueWealth Advisors
Alabama
$660K -$42.5K -226 -6%
SIC
1742
Samalin Investment Counsel
New York
$658K -$7.71K -41 -1%
PFA
1743
Portland Financial Advisors
New York
$658K – – –
FA
1744
FSA Advisors
Michigan
$656K – – –
QP
1745
Quartz Partners
New York
$654K -$3.01K -16 -0.5%
ACG
1746
Allen Capital Group
Nebraska
$651K +$16.6K +88 +3%
WCM
1747
Windsor Capital Management
Arizona
$650K -$1.13K -6 -0.2%
LNWTC
1748
Laird Norton Wetherby Trust Company
Washington
$650K +$640K +3,405 New
TFG
1749
Tilson Financial Group
New Jersey
$647K +$1.5K +8 +0.2%
BWP
1750
Baldwin Wealth Partners
Massachusetts
$645K +$318K +1,688 +100%
68 69
70
71 72