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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1751
Catalyst Financial Partners
Massachusetts
$246K +$232K +1,648 New
EWM
1752
EPG Wealth Management
Georgia
$246K -$4.64K -33 -2%
GWM
1753
GDS Wealth Management
Texas
$246K +$232K +1,646 New
TWP
1754
Tyche Wealth Partners
Texas
$245K +$231K +1,639 New
FW
1755
FirstPurpose Wealth
Utah
$245K +$230K +1,636 New
AWAG
1756
ARS Wealth Advisors Group
Florida
$244K +$1.69K +12 +0.7%
RA
1757
Rockingstone Advisors
Massachusetts
$244K -$70.1K -498 -23%
WWP
1758
WR Wealth Planners
Missouri
$243K +$22.2K +158 +11%
BWM
1759
Baron Wealth Management
Michigan
$243K +$563 +4 +0.2%
WT
1760
Whittier Trust
California
$241K +$58.1K +413 +34%
AIP
1761
Ameritas Investment Partners
Nebraska
$241K -$1.97K -14 -0.9%
SCA
1762
Stonebridge Capital Advisors
Minnesota
$241K -$28.4K -202 -11%
CPCP
1763
Cedar Point Capital Partners
Iowa
$240K +$226K +1,608 New
WWP
1764
Walden Wealth Partners
Ohio
$240K +$226K +1,605 New
HA
1765
Harfst & Associates
Wyoming
$239K – – –
RBC
1766
Romano Brothers & Co
Illinois
$238K -$37.7K -268 -14%
SIC
1767
Shoker Investment Counsel
Ohio
$238K +$281 +2 +0.1%
WPC
1768
Waters Parkerson & Co
Louisiana
$238K +$18.7K +133 +9%
RPCONE
1769
Retirement Planning Company of New England
Rhode Island
$238K -$12.1K -86 -5%
GDP
1770
Great Diamond Partners
Maine
$237K – – –
SAM
1771
Satovsky Asset Management
New York
$236K +$223K +1,582 New
LA
1772
Legacy Advisors
Pennsylvania
$235K – – –
DIM
1773
Delta Investment Management
California
$235K +$221K +1,573 New
GWA
1774
Geometric Wealth Advisors
District of Columbia
$235K +$221K +1,572 New
AWM
1775
Abound Wealth Management
Tennessee
$235K -$12.9K -92 -6%
69 70
71
72 73