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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1826
Financial Insights
Washington
$223K – – –
WFP
1827
Wrenne Financial Planning
Kentucky
$223K +$222K +1,388 New
GA
1828
Greenspring Advisors
Maryland
$222K – – –
AWM
1829
Activest Wealth Management
Florida
$221K -$236K -1,475 -52%
RIA
1830
Realta Investment Advisors
Delaware
$220K – – –
BI
1831
Berkeley Inc
Idaho
$219K -$16.3K -102 -7%
PWM
1832
Prosperity Wealth Management
California
$219K +$218K +1,364 New
FCM
1833
Family Capital Management
Michigan
$217K – – –
SFA
1834
Seneca Financial Advisors
New York
$216K -$8.95K -56 -4%
BIM
1835
Baldwin Investment Management
Pennsylvania
$216K – – –
KA
1836
Kure Advisory
Minnesota
$215K – – –
BCV
1837
Banque Cantonale Vaudoise
Switzerland
$214K -$5.27K -33 -2%
SFS
1838
Solitude Financial Services
Virginia
$213K – – –
CW
1839
Channel Wealth
California
$213K -$2.08K -13 -1%
W
1840
Wealthquest
Ohio
$213K – – –
CAM
1841
Creekmur Asset Management
Illinois
$213K -$15.7K -98 -7%
CI
1842
Chartist Inc
California
$212K – – –
SAM
1843
Secure Asset Management
Michigan
$212K +$211K +1,321 New
SCA
1844
St. Clair Advisors
Ohio
$211K – – –
SAG
1845
Spotlight Asset Group
Illinois
$211K – – –
BFA
1846
Buttonwood Financial Advisors
Maryland
$211K +$210K +1,314 New
SAS
1847
SMI Advisory Services
Indiana
$211K +$210K +1,312 New
NP
1848
Nilsine Partners
Colorado
$211K – – –
DFC
1849
DB Fitzpatrick & Co
Idaho
$211K +$210K +1,313 New
PFG
1850
Peterson Financial Group
Iowa
$210K – – –
72 73
74
75 76