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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1951
Denver PWM
Colorado
$328K +$6.88K +38 +2%
RBC
1952
Romano Brothers & Co
Illinois
$326K +$18.3K +101 +6%
GC
1953
Guidance Capital
Kentucky
$326K -$16.3K -90 -5%
CAGAS
1954
Capital Advisory Group Advisory Services
Minnesota
$326K +$316K +1,746 New
BWCS
1955
Beirne Wealth Consulting Services
Connecticut
$326K – – –
CFG
1956
Cooper Financial Group
California
$325K +$61.7K +341 +24%
B
1957
BetterWealth
California
$322K -$121K -667 -28%
WWMSC
1958
Wagner Wealth Management (South Carolina)
South Carolina
$321K – – –
FCM
1959
Family Capital Management
Michigan
$321K +$66.8K +369 +27%
TF
1960
Tompkins Financial
New York
$319K +$15.6K +86 +5%
EHAM
1961
Eagle Harbor Asset Management
Washington
$319K +$310K +1,711 New
FDCP
1962
Foster Dykema Cabot & Partners
Massachusetts
$317K – – –
JFA
1963
JNBA Financial Advisors
Minnesota
$317K -$6.16K -34 -2%
CWM
1964
Centurion Wealth Management
Virginia
$316K +$362 +2 +0.1%
PCA
1965
Peddock Capital Advisors
Massachusetts
$316K – – –
NFSG
1966
Newbridge Financial Services Group
Florida
$315K -$11.8K -65 -4%
BWP
1967
Baldwin Wealth Partners
Massachusetts
$315K – – –
JGC
1968
J. Goldman & Co
New York
$315K +$306K +1,688 New
IP
1969
Ignite Planners
California
$314K -$1.27K -7 -0.4%
PWS
1970
Proactive Wealth Strategies
Georgia
$313K +$20.3K +112 +7%
HDIM
1971
Hanson & Doremus Investment Management
Vermont
$313K – – –
LFS
1972
Legacy Financial Strategies
Kansas
$313K +$905 +5 +0.3%
CIA
1973
Cape Investment Advisory
Georgia
$313K -$63.2K -349 -17%
GI
1974
Gradient Investments
Minnesota
$312K +$303K +1,672 New
DA
1975
Drake & Associates
Wisconsin
$311K -$2.9K -16 -0.9%
77 78
79
80 81