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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1801
Zullo Investment Group
Pennsylvania
$8.14K – – –
PP
1802
PFS Partners
New Jersey
$7.9K – – –
MPCL
1803
My Personal CFO LLC
Washington
$7.3K +$7.16K +52 New
WIM
1804
Westside Investment Management
California
$7.11K -$48.2K -350 -30%
CHC
1805
City Holding Co
West Virginia
$7.02K – – –
PK
1806
Pflug Koory
Nebraska
$6K – – –
MSCM
1807
McElhenny Sheffield Capital Management
Texas
$5.75K +$5.65K +41 New
PFG
1808
Piershale Financial Group
Illinois
$5.19K +$5.1K +37 New
LOIP
1809
Live Oak Investment Partners
Texas
$4.77K – – –
PWMG
1810
Prestige Wealth Management Group
New Jersey
$4.21K – – –
NL
1811
NVWM LLC
Pennsylvania
$4.07K -$67.6K -491 -94%
JMF
1812
Johnson Midwest Financial
Iowa
$4K – – –
CWA
1813
Clearview Wealth Advisors
Oregon
$3.93K – – –
BCMIO
1814
Beacon Capital Management Inc (Ohio)
Ohio
$3.93K +$3.86K +28 New
MFA
1815
Morling Financial Advisors
California
$3.79K – – –
IWA
1816
IVC Wealth Advisors
Pennsylvania
$3.78K +$4.21M +30,592 New
OAJ
1817
Ogorek Anthony Joseph
New York
$3K – – –
JGCM
1818
Joseph Group Capital Management
Ohio
$3K +$138 +1 +5%
RFG
1819
RFP Financial Group
Georgia
$2.58K +$2.48K +18 New
HWP
1820
Highline Wealth Partners
California
$1.82K +$1.79K +13 New
DWP
1821
Destiny Wealth Partners
Florida
$1.68K +$1.65K +12 New
ACM
1822
Antonetti Capital Management
Florida
$1.4K – – –
DF
1823
DecisionPoint Financial
Arizona
$1.4K +$1.38K +10 New
CWA
1824
Carolina Wealth Advisors
South Carolina
$1K – – –
TFA
1825
Transamerica Financial Advisors
Florida
$1K +$138 +1 +20%
71 72
73
74 75