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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1976
Prasad Wealth Partners
Ohio
$309K +$2.72K +15 +0.9%
KW
1977
KWB Wealth
California
$309K – – –
AHC
1978
Anderson Hoagland & Co
Missouri
$309K -$3.08K -17 -1%
PWC
1979
PYA Waltman Capital
Tennessee
$309K +$300K +1,656 New
DF
1980
Define Financial
California
$308K +$1.63K +9 +0.5%
BF
1981
Brooklyn FI
New York
$307K -$9.96K -55 -3%
WFP
1982
Wrenne Financial Planning
Kentucky
$306K – – –
VPWA
1983
Vestia Personal Wealth Advisors
Indiana
$306K +$4.16K +23 +1%
APW
1984
Axim Planning & Wealth
Ohio
$305K -$11.4K -63 -4%
FF
1985
Foronjy Financial
California
$305K -$2.9K -16 -1%
PAW
1986
Plan A Wealth
Nebraska
$305K -$6.52K -36 -2%
RW
1987
RVW Wealth
California
$303K -$15.4K -85 -5%
AT
1988
Arlington Trust
Alabama
$303K – – –
BWM
1989
BAM Wealth Management
Colorado
$303K +$294K +1,623 New
WP
1990
WealthPLAN Partners
Nebraska
$302K +$4.53K +25 +2%
CWG
1991
Crown Wealth Group
North Carolina
$301K -$2.54K -14 -0.9%
PWM
1992
PTM Wealth Management
United States
$301K +$724 +4 +0.3%
BWM
1993
BigSur Wealth Management
Florida
$300K – – –
CA
1994
Capital Advantage
California
$300K -$42.5K -235 -13%
GWP
1995
Gen-Wealth Partners
Michigan
$300K +$46.9K +259 +19%
SRSA
1996
S.R. Schill & Associates
Washington
$298K – – –
RWM
1997
Rialto Wealth Management
New York
$298K -$5.07K -28 -2%
CLA
1998
Carnegie Lake Advisors
New Jersey
$297K – – –
WAOI
1999
Wealth Advisors of Iowa
Iowa
$297K – – –
PIM
2000
Pullen Investment Management
Florida
$295K – – –
78 79
80
81 82