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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1951
ShankerValleau Wealth Advisors
Illinois
$204K +$196K +1,168 New
MWM
1952
MorganRosel Wealth Management
Colorado
$204K +$195K +1,167 New
FCMA
1953
Foresight Capital Management Advisors
Michigan
$203K +$194K +1,160 New
ECM
1954
EMC Capital Management
Texas
$203K +$973K +5,809 +2,905%
CCM
1955
Canal Capital Management
Virginia
$203K +$195K +1,163 New
ASBI
1956
American State Bank (Iowa)
Iowa
$203K +$195K +1,162 New
OL
1957
Owen LaRue
Kentucky
$200K +$192K +1,147 New
IWP
1958
IAG Wealth Partners
Wisconsin
$198K – – –
AWM
1959
Aspire Wealth Management
Massachusetts
$194K – – –
MWA
1960
MFA Wealth Advisors
Pennsylvania
$192K – – –
MPWT
1961
MassMutual Private Wealth & Trust
Connecticut
$190K +$46.9K +280 +35%
CPA
1962
Clear Point Advisors
New York
$185K +$837 +5 +0.5%
CMP
1963
Coston McIsaac & Partners
Maine
$185K +$1K +6 +0.6%
LWANC
1964
Laurel Wealth Advisors (North Carolina)
North Carolina
$184K +$42.4K +253 +32%
AT
1965
Arlington Trust
Alabama
$183K – – –
BFO
1966
Biltmore Family Office
North Carolina
$182K – – –
EWP
1967
Elevation Wealth Partners
California
$182K – – –
CA
1968
Claris Advisors
Missouri
$179K +$172K +1,026 New
IF
1969
Integrity Financial
Wyoming
$179K +$26.5K +158 +18%
WIM
1970
Westside Investment Management
California
$177K -$6.7K -40 -4%
BA
1971
Ballast Advisors
Minnesota
$173K +$1.84K +11 +1%
PIA
1972
Powell Investment Advisors
Florida
$170K – – –
FCAS
1973
First Command Advisory Services
Texas
$170K +$36.7K +219 +29%
HC
1974
Hara Capital
Washington
$168K +$129K +771 New
CA
1975
Crewe Advisors
Utah
$168K – – –
77 78
79
80 81