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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1876
Colony Family Offices
North Carolina
$640K – – –
FI
1877
FWG Investments
Kentucky
$639K +$122K +583 +25%
WFPG
1878
Waller Financial Planning Group
Ohio
$639K -$35.5K -170 -5%
MAM
1879
Mullooly Asset Management
New Jersey
$638K +$106K +509 +21%
BMWS
1880
Brady Martz Wealth Solutions
North Dakota
$637K -$51.4K -246 -8%
SO
1881
Sierra Ocean
California
$636K -$4.59K -22 -0.7%
AWAG
1882
ARS Wealth Advisors Group
Florida
$634K +$159K +762 +35%
ST
1883
Spinnaker Trust
Maine
$634K – – –
SCM
1884
Saxony Capital Management
Missouri
$630K -$14.6K -70 -2%
MFG
1885
Mosaic Financial Group
Illinois
$630K +$213K +1,019 +54%
MFN
1886
Midwest Financial Network
Illinois
$630K +$314K +1,505 +109%
AF
1887
ASL Financial
California
$630K – – –
PPG
1888
Peak Planning Group
Colorado
$628K -$1.25K -6 -0.2%
CIA
1889
Cape Investment Advisory
Georgia
$627K -$27.1K -130 -4%
AGWCA
1890
Annis Gardner Whiting Capital Advisors
Florida
$625K +$418 +2 +0.1%
BFG
1891
Bouchey Financial Group
New York
$624K -$23.8K -114 -4%
CA
1892
COFG Advisors
Illinois
$624K +$258K +1,237 +76%
EWA
1893
Encompass Wealth Advisors
Oregon
$623K -$25.1K -120 -4%
BCP
1894
Blue Chip Partners
Michigan
$621K +$2.71K +13 +0.5%
CA
1895
Cambridge Advisors
Nebraska
$621K – – –
GPW
1896
Genesis Private Wealth
Virginia
$620K +$18.4K +88 +3%
MWA
1897
Meridian Wealth Advisors
Texas
$619K – – –
SAM
1898
Summit Asset Management
Tennessee
$617K -$40.1K -192 -6%
ASBI
1899
American State Bank (Iowa)
Iowa
$617K +$39.9K +191 +7%
SGCM
1900
Sanchez Gaunt Capital Management
Nevada
$616K -$11.9K -57 -2%
74 75
76
77 78