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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1751
Harbor Group
New Hampshire
$496K +$2.54K +14 +0.5%
AWMG
1752
Alliance Wealth Management Group
New Jersey
$495K – – –
CWM
1753
Cherrydale Wealth Management
New Jersey
$495K -$73.9K -408 -13%
RIA
1754
Realta Investment Advisors
Delaware
$494K +$51.6K +285 +12%
SIS
1755
Sound Income Strategies
Florida
$494K -$51.6K -285 -10%
FI
1756
Financial Insights
Washington
$494K +$5.61K +31 +1%
ZRP
1757
Zynergy Retirement Planning
New Jersey
$493K – – –
SIAG
1758
Safeguard Investment Advisory Group
California
$492K -$1.99K -11 -0.4%
FB
1759
Fulton Bank
Pennsylvania
$492K – – –
SG
1760
Strid Group
Pennsylvania
$489K – – –
GA
1761
Goldstein Advisors
Wisconsin
$487K – – –
CIS
1762
Continental Investors Services
Washington
$487K +$181 +1 +0%
AWM
1763
Ariadne Wealth Management
California
$484K – – –
NWM
1764
Northcape Wealth Management
New York
$483K -$11K -61 -2%
EWM
1765
Evercore Wealth Management
New York
$482K -$39.3K -217 -8%
SGI
1766
Summit Global Investments
Utah
$481K +$4.34K +24 +0.9%
MWP
1767
Madison Wealth Partners
Wisconsin
$479K -$2.17K -12 -0.5%
ST
1768
Spinnaker Trust
Maine
$479K – – –
SCM
1769
Saxony Capital Management
Missouri
$478K +$72.6K +401 +19%
OHWP
1770
Oak Harbor Wealth Partners
North Carolina
$477K +$71K +392 +18%
BWP
1771
Barlow Wealth Partners
Kentucky
$476K – – –
FCM
1772
Fortis Capital Management
Washington
$476K +$33K +182 +8%
FWA
1773
FSM Wealth Advisors
Ohio
$473K – – –
CFG
1774
Carr Financial Group
Massachusetts
$470K +$21.5K +119 +5%
CFB
1775
Cullen/Frost Bankers
Texas
$470K -$33.3K -184 -7%
69 70
71
72 73