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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
2051
Pictet North America Advisors
Switzerland
$465K – – –
AWM
2052
Alterna Wealth Management
Texas
$463K +$443K +2,123 New
RRA
2053
Red Reef Advisors
Florida
$462K -$3.55K -17 -0.8%
AI
2054
Atomic Invest
New York
$461K +$3.55K +17 +0.8%
FF
2055
Foundry Financial
California
$458K +$19.4K +93 +5%
LIA
2056
LBMC Investment Advisors
Tennessee
$458K +$439K +2,101 New
SPG
2057
Strategic Planning Group
Utah
$458K +$2.09K +10 +0.5%
LJAC
2058
L.J. Altfest & Co
New York
$457K +$835 +4 +0.2%
MFP
2059
Meridian Financial Partners
Virginia
$454K -$38.2K -183 -8%
JWS
2060
Juncture Wealth Strategies
Arizona
$453K -$100K -481 -19%
LWM
2061
Lionshead Wealth Management
New York
$453K -$2.71K -13 -0.6%
SSI
2062
Scott & Selber Inc
Texas
$452K +$1.25K +6 +0.3%
CMMS
2063
Comprehensive Money Management Services
Florida
$452K -$6.26K -30 -1%
ORC
2064
O'Rourke & Company
Massachusetts
$451K +$835 +4 +0.2%
CCAL
2065
City Center Advisors LLC
Michigan
$451K +$37K +177 +9%
CKAIS
2066
Christensen King & Associates Investment Services
Washington
$451K – – –
ACGA
2067
Atlanta Consulting Group Advisors
Georgia
$450K -$4.59K -22 -1%
EWM
2068
Elevation Wealth Management
Minnesota
$450K -$6.68K -32 -2%
AC
2069
Applied Capital
Arkansas
$449K – – –
TWM
2070
TRB Wealth Management
Texas
$448K – – –
EL
2071
EWA LLC
Pennsylvania
$448K -$1.67K -8 -0.4%
DFA
2072
DHJJ Financial Advisors
Illinois
$447K +$115K +553 +37%
LWM
2073
Lakeridge Wealth Management
Ohio
$446K +$137K +654 +47%
CCFCSB
2074
Cape Cod Five Cents Savings Bank
Massachusetts
$444K +$425K +2,036 New
TIM
2075
Thor Investment Management
Ohio
$443K – – –
81 82
83
84 85