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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1776
Cornerstone Financial Group
Nebraska
$397K -$58.2K -334 -13%
CAM
1777
Concorde Asset Management
Michigan
$397K +$48.8K +280 +13%
NW
1778
Naviter Wealth
Arkansas
$397K -$57.5K -330 -13%
VFP
1779
Verus Financial Partners
Virginia
$396K +$424K +2,429 New
SW
1780
Solidarity Wealth
Utah
$396K – – –
HWM
1781
Horizon Wealth Management
Illinois
$396K +$5.41K +31 +1%
OC
1782
Optima Capital
Oregon
$395K -$216K -1,239 -35%
OC
1783
Oakworth Capital
Alabama
$395K -$12.9K -74 -3%
TPI
1784
Trust Point Inc
Wisconsin
$395K +$33.5K +192 +9%
EB
1785
Emprise Bank
Kansas
$394K +$398K +2,282 New
HP
1786
Haven Private
Florida
$394K – – –
MIM
1787
Merrion Investment Management
New Jersey
$393K +$397K +2,275 New
SC
1788
Schoolcraft Capital
Colorado
$393K -$11K -63 -3%
FCIM
1789
Fairview Capital Investment Management
California
$392K +$34.9K +200 +10%
IWP
1790
Innova Wealth Partners
Pennsylvania
$392K – – –
TWG
1791
The Wealth Group
Minnesota
$392K +$3.84K +22 +1%
PWM
1792
Pines Wealth Management
North Carolina
$390K -$25.8K -148 -6%
MA
1793
MKT Advisors
California
$390K – – –
CMMS
1794
Comprehensive Money Management Services
Florida
$390K -$17.4K -100 -4%
MAV
1795
Mason & Associates (Virginia)
Virginia
$388K -$11K -63 -3%
AWM
1796
Austin Wealth Management
Texas
$388K -$15.3K -88 -4%
WP
1797
WealthPLAN Partners
Nebraska
$387K +$1.22K +7 +0.3%
JHC
1798
J. Hagan Capital
Kentucky
$387K +$398K +2,285 New
GSB
1799
Greenfield Savings Bank
Massachusetts
$384K – – –
MWP
1800
Madison Wealth Partners
Wisconsin
$382K -$5.93K -34 -2%
70 71
72
73 74