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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1751
Glassman Wealth Services
Virginia
$464K -$110K -651 -20%
PMIM
1752
Prudent Man Investment Management
Colorado
$464K – – –
SG
1753
Strid Group
Pennsylvania
$463K – – –
CIS
1754
Continental Investors Services
Washington
$463K +$19.4K +115 +5%
FI
1755
Financial Insights
Washington
$463K +$208K +1,230 +89%
MAM
1756
Mullooly Asset Management
New Jersey
$462K -$304K -1,800 -41%
GA
1757
Goldstein Advisors
Wisconsin
$462K – – –
PP
1758
Patten & Patten
Tennessee
$462K – – –
LC
1759
Landaas & Company
Wisconsin
$461K -$57.8K -342 -12%
CFAM
1760
Center For Asset Management
Florida
$459K +$31.1K +184 +7%
MWP
1761
Madison Wealth Partners
Wisconsin
$456K +$62.7K +371 +17%
CFG
1762
Chapman Financial Group
Hawaii
$456K +$436K +2,581 New
BWP
1763
Barlow Wealth Partners
Kentucky
$456K – – –
LMKC
1764
L.M. Kohn & Company
Ohio
$455K -$58.8K -348 -12%
AWM
1765
Able Wealth Management
New Jersey
$454K +$434K +2,570 New
ST
1766
Spinnaker Trust
Maine
$454K +$4.9K +29 +1%
SGI
1767
Summit Global Investments
Utah
$452K -$44.6K -264 -9%
FWA
1768
FSM Wealth Advisors
Ohio
$452K +$188K +1,115 +78%
KWM
1769
Kingsman Wealth Management
Florida
$451K +$3.21K +19 +0.8%
KFS
1770
Kelly Financial Services
Massachusetts
$448K +$16K +95 +4%
A
1771
Argentarii
Ohio
$447K +$22K +130 +5%
MA
1772
MKT Advisors
California
$446K -$1.01K -6 -0.2%
TF
1773
Tenon Financial
New Jersey
$445K +$1.01K +6 +0.2%
SWP
1774
Strategic Wealth Partners
Ohio
$443K +$424K +2,508 New
PFG
1775
Prosperity Financial Group
California
$443K -$6.42K -38 -1%
69 70
71
72 73