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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1751
Bradley Foster & Sargent
Connecticut
$424K -$15.2K -87 -3%
SS
1752
Sunbelt Securities
Texas
$422K -$72.4K -415 -15%
KFS
1753
Kelly Financial Services
Massachusetts
$421K -$258K -1,481 -38%
NC
1754
NewSquare Capital
Pennsylvania
$421K -$14.1K -81 -3%
JWCA
1755
J.W. Coons Advisors
Ohio
$421K +$9.07K +52 +2%
BWP
1756
Barlow Wealth Partners
Kentucky
$420K – – –
NA
1757
Novus Advisors
South Carolina
$418K +$21.3K +122 +5%
MC
1758
Mathes Company
New York
$417K – – –
TIAM2
1759
Tru Independence Asset Management 2
Oregon
$417K +$406K +2,328 New
MF
1760
Montis Financial
Massachusetts
$416K +$420K +2,410 New
CFG
1761
Carr Financial Group
Massachusetts
$415K +$1.22K +7 +0.3%
A
1762
Argentarii
Ohio
$415K +$37.7K +216 +10%
AWAG
1763
ARS Wealth Advisors Group
Florida
$414K +$36.3K +208 +9%
B
1764
BetterWealth
California
$414K -$9.94K -57 -2%
SIAP
1765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$412K +$100K +574 +32%
FCM
1766
Fortis Capital Management
Washington
$409K -$621K -3,563 -60%
ICMM
1767
Integrated Capital Management (Michigan)
Michigan
$409K -$17.6K -101 -4%
SIC
1768
Samalin Investment Counsel
New York
$407K +$68.4K +392 +20%
GPW
1769
Genesis Private Wealth
Virginia
$403K -$6.1K -35 -1%
HFM
1770
Hartford Funds Management
Pennsylvania
$401K -$1.81M -10,392 -82%
C1AG
1771
Client 1st Advisory Group
Florida
$400K – – –
GC
1772
GatePass Capital
Ohio
$400K +$97K +556 +32%
DFG
1773
Dynamic Financial Group
Iowa
$399K +$1.22K +7 +0.3%
SFG
1774
Synergy Financial Group
California
$398K -$174 -1 -0%
MW
1775
Members Wealth
Pennsylvania
$398K +$174 +1 +0%
69 70
71
72 73