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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1951
F/M Investments
District of Columbia
$281K +$291K +1,660 New
JFG
1952
JDM Financial Group
Texas
$279K +$59.7K +340 +26%
CF
1953
Convergence Financial
Missouri
$278K -$1.75K -10 -0.6%
UL
1954
Unionview LLC
Washington
$277K +$1.05K +6 +0.4%
AP
1955
Adero Partners
California
$277K – – –
PWP
1956
Prasad Wealth Partners
Ohio
$277K +$287K +1,637 New
GAM
1957
GEM Asset Management
Michigan
$276K +$1.58K +9 +0.6%
VPWA
1958
Vestia Personal Wealth Advisors
Indiana
$276K +$19.1K +109 +7%
WT
1959
Whittier Trust
California
$275K +$351 +2 +0.1%
SIA
1960
Stegner Investment Associates
Kentucky
$275K +$285K +1,624 New
SSWM
1961
Smith Salley Wealth Management
North Carolina
$274K -$6.49K -37 -2%
SYBT
1962
Stock Yards Bank & Trust
Kentucky
$274K – – –
SWM
1963
SK Wealth Management
Rhode Island
$273K – – –
SWP
1964
Semus Wealth Partners
Florida
$273K -$11.1K -63 -4%
FFP
1965
FourThought Financial Partners
Florida
$272K -$175 -1 -0.1%
IHWM
1966
Iron Horse Wealth Management
Iowa
$272K – – –
DF
1967
Define Financial
California
$272K +$281K +1,604 New
PBO
1968
Peoples Bank (Ohio)
Ohio
$271K +$19.5K +111 +7%
RWS
1969
Retirement Wealth Solutions
Wisconsin
$271K +$284K +1,617 New
APW
1970
Axim Planning & Wealth
Ohio
$271K +$281K +1,602 New
BWM
1971
BigSur Wealth Management
Florida
$271K – – –
HA
1972
Harfst & Associates
Wyoming
$271K – – –
SRSA
1973
S.R. Schill & Associates
Washington
$271K – – –
CLA
1974
Carnegie Lake Advisors
New Jersey
$270K – – –
JSW
1975
Journey Strategic Wealth
New Jersey
$269K +$49.8K +284 +22%
77 78
79
80 81