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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
Wealthstar Advisors
Texas
$245K -$48.5K -278 -16%
PWM
2027
PTM Wealth Management
United States
$245K +$278K +1,595 New
WG
2028
Wealth Group
North Carolina
$245K -$113K -650 -31%
CFSG
2029
Community Financial Services Group
Vermont
$245K -$148K -848 -37%
VFG
2030
Valley Financial Group
Pennsylvania
$244K -$5.41K -31 -2%
MP
2031
McDonald Partners
Ohio
$244K +$16K +92 +7%
WC
2032
Waterloo Capital
Texas
$244K -$90.9K -521 -27%
DSC
2033
Duncker Streett & Co
Missouri
$244K – – –
SCA
2034
Sage Capital Advisors
South Dakota
$243K -$10.6K -61 -4%
RIA
2035
Realta Investment Advisors
Delaware
$243K – – –
BP
2036
BWM Planning
Texas
$243K +$174 +1 +0.1%
WC
2037
Whitney & Co
New York
$242K -$28.9K -166 -11%
CICI
2038
Capital Investment Counsel Inc
North Carolina
$241K -$5.23K -30 -2%
CWA
2039
Clarity Wealth Advisors
California
$241K -$18.7K -107 -7%
BAAM
2040
Baker Avenue Asset Management
California
$241K +$244K +1,397 New
FI
2041
Financial Insights
Washington
$240K – – –
GA
2042
Greenspring Advisors
Maryland
$239K – – –
CW
2043
Channel Wealth
California
$239K +$19K +109 +9%
PWP
2044
Pursue Wealth Partners
California
$239K +$242K +1,386 New
HCA
2045
Harbour Capital Advisors
Virginia
$239K -$4.88K -28 -2%
GWSA
2046
Global Wealth Strategies & Associates
Colorado
$239K -$8.72K -50 -3%
SWM
2047
Stark Wealth Management
Pennsylvania
$238K -$5.48M -31,443 -96%
OWA
2048
Opal Wealth Advisors
New York
$238K -$872 -5 -0.4%
WAM
2049
Worth Asset Management
Texas
$238K -$2.63M -15,070 -92%
SSWM
2050
Smith Salley Wealth Management
North Carolina
$237K -$42.9K -246 -15%
80 81
82
83 84