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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1851
Cladis Investment Advisory
Montana
$345K – – –
NMCM
1852
Nicholson Meyer Capital Management
Missouri
$345K +$348K +1,998 New
EE
1853
EWG Elevate
California
$345K +$348K +1,995 New
MFS
1854
McNamara Financial Services
Massachusetts
$343K -$135K -772 -28%
EFP
1855
EnRich Financial Partners
Wisconsin
$342K +$9.42K +54 +3%
RWM
1856
Raffa Wealth Management
District of Columbia
$341K +$1.74K +10 +0.5%
GM
1857
GeoWealth Management
Illinois
$340K -$56.2K -322 -14%
HP
1858
HT Partners
Connecticut
$340K – – –
WFP
1859
Wrenne Financial Planning
Kentucky
$339K +$83.5K +479 +32%
MMCM
1860
Murphy & Mullick Capital Management
New York
$338K -$15.7K -90 -4%
FDDB
1861
Fidelity D&D Bancorp
Pennsylvania
$338K – – –
GPWA
1862
Great Point Wealth Advisors
Massachusetts
$338K – – –
TWA
1863
Trace Wealth Advisors
California
$337K – – –
MWM
1864
Marion Wealth Management
Pennsylvania
$336K – – –
SCA
1865
Stuart Chaussee & Associates
California
$336K – – –
CC
1866
Cultivar Capital
Texas
$336K – – –
CAM
1867
Creekmur Asset Management
Illinois
$335K +$105K +602 +45%
RWA
1868
Redhawk Wealth Advisors
Minnesota
$335K +$37.8K +217 +13%
CFG
1869
Cooper Financial Group
California
$334K +$31.7K +182 +10%
NWMG
1870
National Wealth Management Group
Ohio
$334K +$13.8K +79 +4%
EFA
1871
Edge Financial Advisors
Illinois
$333K +$20.4K +117 +6%
AT
1872
Arlington Trust
Alabama
$333K +$153K +875 +83%
GC
1873
Guidance Capital
Kentucky
$332K +$6.45K +37 +2%
RPCONE
1874
Retirement Planning Company of New England
Rhode Island
$332K +$335K +1,921 New
DCM
1875
Donaldson Capital Management
Indiana
$330K +$333K +1,912 New
73 74
75
76 77