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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2026
Apriem Advisors
California
$247K – – –
FWA
2027
FSM Wealth Advisors
Ohio
$247K – – –
SSC
2028
Syverson Strege & Co
Iowa
$246K +$526 +3 +0.2%
TWP
2029
Tyche Wealth Partners
Texas
$246K – – –
LF
2030
Lantz Financial
Illinois
$245K – – –
GHA
2031
GW Henssler & Associates
Georgia
$245K – – –
VFG
2032
Valley Financial Group
Pennsylvania
$244K +$13.2K +75 +5%
SWA
2033
Serenus Wealth Advisors
California
$244K +$253K +1,441 New
NCM
2034
Novare Capital Management
North Carolina
$244K – – –
WWP
2035
WR Wealth Planners
Missouri
$243K +$175 +1 +0.1%
HGERS
2036
Householder Group Estate & Retirement Specialist
Arizona
$243K -$1.36M -7,754 -84%
APW
2037
Aurora Private Wealth
New Jersey
$243K -$5.62K -32 -2%
FNT
2038
First Nebraska Trust
Nebraska
$243K – – –
NFA
2039
Northwest Financial Advisors
Virginia
$243K +$3.51K +20 +1%
GWSA
2040
Global Wealth Strategies & Associates
Colorado
$242K -$46.5K -265 -16%
WMWM
2041
Whitaker-Myers Wealth Managers
Ohio
$242K -$19.8K -113 -7%
CICI
2042
Capital Investment Counsel Inc
North Carolina
$242K +$115K +658 +85%
RIP
2043
RAM Investment Partners
Washington
$241K +$250K +1,424 New
RIA
2044
Realta Investment Advisors
Delaware
$240K +$87K +496 +55%
DSC
2045
Duncker Streett & Co
Missouri
$239K – – –
OL
2046
one8zero8 LLC
North Carolina
$238K +$247K +1,407 New
BP
2047
BWM Planning
Texas
$238K +$5.79K +33 +2%
RWP
2048
Revolve Wealth Partners
New Jersey
$237K – – –
SAS
2049
SMI Advisory Services
Indiana
$237K +$1.93K +11 +0.8%
VWM
2050
Venturi Wealth Management
Texas
$236K -$34.6K -197 -12%
80 81
82
83 84