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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1876
Seneca Financial Advisors
New York
$235K – – –
BIM
1877
Baldwin Investment Management
Pennsylvania
$235K – – –
KA
1878
Kure Advisory
Minnesota
$234K – – –
DA
1879
Drake & Associates
Wisconsin
$234K -$34.2K -204 -13%
CAM
1880
Creekmur Asset Management
Illinois
$233K +$1.51K +9 +0.7%
FAM
1881
Formidable Asset Management
Ohio
$233K -$681K -4,069 -75%
SFS
1882
Solitude Financial Services
Virginia
$232K – – –
SAM
1883
Secure Asset Management
Michigan
$232K +$1.34K +8 +0.6%
CI
1884
Chartist Inc
California
$231K – – –
HFW
1885
Horizon Family Wealth
Illinois
$231K +$222K +1,323 New
W
1886
Wealthquest
Ohio
$231K – – –
FPCG
1887
Forum Private Client Group
Indiana
$230K -$44.5K -266 -17%
FFL
1888
Financial Freedom LLC
Ohio
$230K +$1.84K +11 +0.8%
SCA
1889
St. Clair Advisors
Ohio
$230K – – –
NP
1890
Nilsine Partners
Colorado
$229K – – –
PWA
1891
PCG Wealth Advisors
Kansas
$229K -$16.7K -100 -7%
HNWA
1892
Henrickson Nauta Wealth Advisors
Michigan
$229K -$180K -1,078 -45%
CAAS
1893
Capital Asset Advisory Services
Michigan
$228K +$221K +1,317 New
JFG
1894
JDM Financial Group
Texas
$228K -$16.9K -101 -7%
JSW
1895
Journey Strategic Wealth
New Jersey
$228K +$219K +1,307 New
SMA
1896
Seven Mile Advisory
New Jersey
$228K +$218K +1,305 New
TSMHT
1897
Thurston Springer Miller Herd & Titak
Indiana
$227K +$1K +6 +0.5%
CFP
1898
Cypress Financial Planning
New Jersey
$227K +$167 +1 +0.1%
CC
1899
Chicago Capital
Illinois
$227K +$218K +1,301 New
RA
1900
Rockingstone Advisors
Massachusetts
$227K +$218K +1,301 New
74 75
76
77 78