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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
1776
Brand Asset Management Group
Missouri
$469K +$456K +2,516 New
TF
1777
Tenon Financial
New Jersey
$468K -$1.09K -6 -0.2%
MP
1778
McDonald Partners
Ohio
$468K +$198K +1,095 +78%
MA
1779
MKT Advisors
California
$467K – – –
PFG
1780
Prosperity Financial Group
California
$467K – – –
RSWA
1781
Robinson Smith Wealth Advisors
Maine
$467K +$181 +1 +0%
GPW
1782
Genesis Private Wealth
Virginia
$467K +$28.8K +159 +7%
JSA
1783
Jim Saulnier & Associates
Colorado
$466K +$453K +2,500 New
RA
1784
Rockingstone Advisors
Massachusetts
$465K +$451K +2,493 New
PMIM
1785
Prudent Man Investment Management
Colorado
$464K – – –
KFS
1786
Kelly Financial Services
Massachusetts
$463K -$8.87K -49 -2%
BWIA
1787
Bryant Woods Investment Advisors
New York
$462K – – –
CAM
1788
Cidel Asset Management
Ontario, Canada
$462K – – –
TWP
1789
Tyche Wealth Partners
Texas
$461K +$51.1K +282 +13%
RCA
1790
Ranch Capital Advisors
Florida
$461K +$445K +2,460 New
CFAM
1791
Center For Asset Management
Florida
$460K -$45.1K -249 -9%
MCP
1792
Mirador Capital Partners
California
$459K +$446K +2,461 New
SHIM
1793
Stone House Investment Management
Pennsylvania
$459K +$42K +232 +10%
OFG
1794
Opulen Financial Group
Virginia
$458K +$362 +2 +0.1%
OC
1795
Oakworth Capital
Alabama
$456K +$29.2K +161 +7%
DPW
1796
DiNuzzo Private Wealth
Pennsylvania
$456K +$724 +4 +0.2%
WIM
1797
WealthPlan Investment Management
Nebraska
$454K +$1.81K +10 +0.4%
SWP
1798
Strategic Wealth Partners
Ohio
$454K -$13.4K -74 -3%
MC
1799
Mathes Company
New York
$450K – – –
FPW
1800
Fairvoy Private Wealth
Alabama
$450K +$170K +938 +64%
70 71
72
73 74