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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1826
John W. Brooker & Co
California
$395K +$372K +2,201 New
SHIM
1827
Stone House Investment Management
Pennsylvania
$394K +$262K +1,553 +230%
NA
1828
Note Advisors
New York
$392K -$255K -1,507 -40%
RWA
1829
Redhawk Wealth Advisors
Minnesota
$391K +$46.5K +275 +14%
LWM
1830
Lionshead Wealth Management
New York
$391K -$117K -694 -24%
JA
1831
JVL Associates
Michigan
$390K +$24K +142 +7%
C
1832
Croban
Ohio
$390K – – –
WQ
1833
Wealth Quarterback
New Jersey
$389K -$53.7K -318 -13%
QPWM
1834
Quadrant Private Wealth Management
Pennsylvania
$389K +$370K +2,188 New
IIA
1835
Integral Investment Advisors
California
$389K +$81.1K +480 +28%
PJWM
1836
Philip James Wealth Mangement
Georgia
$388K – – –
DFC
1837
DB Fitzpatrick & Co
Idaho
$387K +$6.59K +39 +2%
TWP
1838
Tyche Wealth Partners
Texas
$387K +$73.6K +436 +25%
TAM
1839
TCP Asset Management
Ohio
$387K – – –
CKAIS
1840
Christensen King & Associates Investment Services
Washington
$387K – – –
PFA
1841
Petra Financial Advisors
Colorado
$387K -$89.2K -528 -19%
CRI
1842
Colonial River Investments
Virginia
$387K -$125K -739 -26%
WTC
1843
WhitTier Trust Company
Nevada
$386K +$68.1K +403 +23%
BI
1844
BFI Infinity
Switzerland
$385K -$322K -1,908 -47%
OHWP
1845
Oak Harbor Wealth Partners
North Carolina
$383K +$305K +1,803 +498%
SCM
1846
Saxony Capital Management
Missouri
$382K +$2.37K +14 +0.7%
MAV
1847
Mason & Associates (Virginia)
Virginia
$381K -$15.5K -92 -4%
CMMS
1848
Comprehensive Money Management Services
Florida
$381K -$16.9K -100 -4%
VP
1849
Verisail Partners
Georgia
$381K – – –
ICMM
1850
Integrated Capital Management (Michigan)
Michigan
$380K -$38.5K -228 -10%
72 73
74
75 76