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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1951
Romano Brothers & Co
Illinois
$283K +$286K +1,640 New
CB
1952
Cadence Bank
Mississippi
$283K -$6.8K -39 -2%
AP
1953
Adero Partners
California
$283K – – –
NFSG
1954
Newbridge Financial Services Group
Florida
$283K -$25.8K -148 -8%
JFG
1955
JDM Financial Group
Texas
$282K -$2.44K -14 -0.8%
GAM
1956
GEM Asset Management
Michigan
$282K +$1.4K +8 +0.5%
IP
1957
Ignite Planners
California
$281K +$30.3K +174 +11%
TF
1958
Tompkins Financial
New York
$281K +$264K +1,516 +1,366%
KIA
1959
KCM Investment Advisors
California
$281K +$283K +1,625 New
RWM
1960
Rialto Wealth Management
New York
$281K -$15.9K -91 -5%
SIA
1961
Stegner Investment Associates
Kentucky
$281K – – –
NRC
1962
New Republic Capital
North Carolina
$280K +$247K +1,416 +701%
RW
1963
RVW Wealth
California
$279K -$66.4K -381 -19%
SYBT
1964
Stock Yards Bank & Trust
Kentucky
$279K – – –
SWP
1965
Semus Wealth Partners
Florida
$278K -$174 -1 -0.1%
FFP
1966
FourThought Financial Partners
Florida
$278K +$174 +1 +0.1%
BWM
1967
BigSur Wealth Management
Florida
$276K – – –
SRSA
1968
S.R. Schill & Associates
Washington
$276K – – –
EBT
1969
Enterprise Bank & Trust
Massachusetts
$275K -$23.9K -137 -8%
WFA
1970
West Financial Advisors
Iowa
$275K +$698 +4 +0.3%
CLA
1971
Carnegie Lake Advisors
New Jersey
$275K – – –
WAOI
1972
Wealth Advisors of Iowa
Iowa
$275K +$523 +3 +0.2%
O3W
1973
Omni 360 Wealth
New Jersey
$274K – – –
PIM
1974
Pullen Investment Management
Florida
$273K – – –
SWM
1975
Seed Wealth Management
Illinois
$272K – – –
77 78
79
80 81