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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
1801
Retirement Guys Formula
Ohio
$270K -$62.1K -371 -19%
CB
1802
Cadence Bank
Mississippi
$269K -$100K -600 -28%
WMWM
1803
Whitaker-Myers Wealth Managers
Ohio
$269K -$12.9K -77 -5%
MIM
1804
Marco Investment Management
Georgia
$269K -$167K -997 -39%
LFS
1805
Legacy Financial Strategies
Kansas
$268K -$13.9K -83 -5%
PWMAG
1806
Pinnacle Wealth Management Advisory Group
New Jersey
$268K -$8.2K -49 -3%
BFWA
1807
Benchmark Financial Wealth Advisors
Florida
$267K -$40.5K -242 -14%
JCIA
1808
Jackson Creek Investment Advisors
Colorado
$267K -$41.2K -246 -14%
SCA
1809
Stuart Chaussee & Associates
California
$266K – – –
KAM
1810
Kraft Asset Management
Tennessee
$266K – – –
LIA
1811
Lynx Investment Advisory
District of Columbia
$266K +$39K +233 +18%
ACGA
1812
Atlanta Consulting Group Advisors
Georgia
$266K +$39.5K +236 +18%
PPWM
1813
Perissos Private Wealth Management
Oklahoma
$265K +$1K +6 +0.4%
EWA
1814
Encompass Wealth Advisors
Oregon
$265K -$34K -203 -12%
VPWA
1815
Vestia Personal Wealth Advisors
Indiana
$265K +$502 +3 +0.2%
NAM
1816
NorthCrest Asset Manangement
Minnesota
$265K +$254K +1,518 New
AAS
1817
Annex Advisory Services
Wisconsin
$265K +$254K +1,518 New
SP
1818
Stonebrook Private
Michigan
$264K -$31K -185 -11%
IP
1819
Ignite Planners
California
$264K +$335 +2 +0.1%
HCA
1820
Harbour Capital Advisors
Virginia
$263K – – –
EM
1821
Excalibur Management
Massachusetts
$263K – – –
RAM
1822
Redmond Asset Management
Virginia
$263K – – –
GF
1823
Gimbal Financial
Indiana
$262K +$251K +1,500 New
PGA
1824
Portland Global Advisors
Maine
$262K -$32.8K -196 -12%
PBO
1825
Peoples Bank (Ohio)
Ohio
$260K -$3.18K -19 -1%
71 72
73
74 75