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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
1776
Yoder Wealth Management
California
$615K – – –
TCM
1777
Towercrest Capital Management
Pennsylvania
$609K -$3.95K -21 -0.7%
MWP
1778
Meridian Wealth Partners
Pennsylvania
$608K -$47.4K -252 -7%
NAG
1779
Northstar Advisory Group
New Jersey
$606K -$10.7K -57 -2%
MAMG
1780
Milestone Asset Management Group
Connecticut
$606K +$2.26K +12 +0.4%
VPF
1781
Vantage Point Financial
Illinois
$604K +$2.44K +13 +0.4%
RA
1782
Rockingstone Advisors
Massachusetts
$601K +$123K +655 +26%
PFSC
1783
Peoples Financial Services Corp
Pennsylvania
$600K – – –
UWPG
1784
Ullmann Wealth Partners Group
Florida
$599K – – –
CPA
1785
Cathy Pareto & Associates
Florida
$598K +$3.2K +17 +0.5%
FPF
1786
First Pacific Financial
Washington
$598K +$139K +741 +31%
JF
1787
JMN Financial
Ohio
$597K +$588K +3,126 New
EFP
1788
Elser Financial Planning
Indiana
$596K +$18.2K +97 +3%
BWMG
1789
Barnes Wealth Management Group
California
$595K +$752 +4 +0.1%
BCA
1790
Bay Colony Advisors
Massachusetts
$594K -$94.2K -501 -14%
TF
1791
Tenon Financial
New Jersey
$593K +$112K +597 +24%
MPM
1792
Meritage Portfolio Management
Kansas
$591K +$1.32K +7 +0.2%
CIA
1793
Cladis Investment Advisory
Montana
$590K – – –
TC
1794
Trilogy Capital
California
$589K – – –
TF
1795
Trek Financial
Arizona
$588K +$159K +846 +38%
PPG
1796
Peak Planning Group
Colorado
$588K +$51.5K +274 +10%
HC
1797
Henshaw Capital
Massachusetts
$587K – – –
AWM
1798
Ariadne Wealth Management
California
$587K +$53.4K +284 +11%
RCM
1799
Raleigh Capital Management
North Carolina
$586K -$106K -562 -15%
GB
1800
Goepper Burkhardt
South Carolina
$586K -$276K -1,469 -32%
70 71
72
73 74