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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1951
Lowe Wealth Advisors
Maryland
$67.1K – – –
AIA
1952
Arcadia Investment Advisors
Idaho
$66.3K – – –
DI
1953
DAGCO Inc
Ohio
$65.7K -$10.9M -70,579 -99%
CPG
1954
Custom Portfolio Group
Colorado
$64.3K – – –
CTA
1955
Colonial Trust Advisors
South Carolina
$63.8K -$38.2K -248 -39%
NRG
1956
Nemes Rush Group
Michigan
$63.7K +$17.3K +112 +40%
PCWA
1957
Pacific Capital Wealth Advisors
California
$63.5K -$50.6K -328 -46%
JWM
1958
Janiczek Wealth Management
Colorado
$62.7K – – –
TWD
1959
True Wealth Design
Ohio
$62.4K – – –
SN
1960
Sittner & Nelson
Oregon
$59.1K – – –
FMP
1961
Financial Management Professionals
Texas
$59K +$56K +363 New
OHWP
1962
Oak Harbor Wealth Partners
North Carolina
$59K – – –
YDMI
1963
Y.D. More Investments
Israel
$58.4K – – –
TRCT
1964
Tower Research Capital (TRC)
New York
$58.1K -$67.7K -439 -55%
BFS
1965
Burkett Financial Services
South Carolina
$57.3K +$2K +13 +4%
PWA
1966
Provenance Wealth Advisors
Florida
$56.7K +$53.6K +348 New
GAA
1967
Global Assets Advisory
Florida
$56.5K +$53.6K +348 New
PCFFS
1968
Pacific Center for Financial Services
California
$55.9K +$52.9K +343 New
WPA
1969
West Paces Advisors
Georgia
$55.5K – – –
AEPWM
1970
Atlantic Edge Private Wealth Management
Florida
$53.9K +$25.1K +163 +97%
CWP
1971
Concord Wealth Partners
Virginia
$53.7K -$2.16K -14 -4%
RWM
1972
Ruedi Wealth Management
Illinois
$53.6K -$19.4K -126 -28%
NRC
1973
New Republic Capital
North Carolina
$51.5K – – –
CB
1974
Centennial Bank
Arkansas
$49.2K – – –
BWM
1975
BigSur Wealth Management
Florida
$48.9K – – –
77 78
79
80 81