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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2051
CFS Investment Advisory Services
New Jersey
$236K +$244K +1,392 New
WWA
2052
Wisconsin Wealth Advisors
Wisconsin
$235K +$244K +1,390 New
FI
2053
Financial Insights
Washington
$235K – – –
GA
2054
Greenspring Advisors
Maryland
$235K – – –
OWA
2055
Opal Wealth Advisors
New York
$234K -$72.5K -413 -23%
MIM
2056
Marco Investment Management
Georgia
$233K -$28.4K -162 -11%
SMA
2057
Seven Mile Advisory
New Jersey
$229K +$8.42K +48 +4%
EM
2058
Excalibur Management
Massachusetts
$229K -$27.2K -155 -10%
PP
2059
Pacifica Partners
Canada
$229K – – –
HWP
2060
Highline Wealth Partners
California
$229K -$9.48K -54 -4%
FCM
2061
Family Capital Management
Michigan
$229K – – –
CCT
2062
Capital City Trust
Florida
$228K -$39.8K -227 -14%
OCM
2063
Orion Capital Management
California
$227K +$9.3K +53 +4%
CAM
2064
Creekmur Asset Management
Illinois
$227K +$877 +5 +0.4%
SFG
2065
SNS Financial Group
Minnesota
$227K -$18.6K -106 -7%
FAM
2066
Formidable Asset Management
Ohio
$226K +$877 +5 +0.4%
OA
2067
Oxbow Advisors
Texas
$226K +$234K +1,332 New
HFW
2068
Horizon Family Wealth
Illinois
$225K +$1.4K +8 +0.6%
CC
2069
Chicago Capital
Illinois
$225K +$4.56K +26 +2%
MWM
2070
Maltin Wealth Management
New Jersey
$224K +$233K +1,326 New
W
2071
Wealthquest
Ohio
$224K – – –
JPLA
2072
Joseph P. Lucia & Associates
New York
$224K +$232K +1,322 New
MP
2073
McDonald Partners
Ohio
$223K +$3.51K +20 +2%
FPCG
2074
Forum Private Client Group
Indiana
$223K – – –
SCA
2075
St. Clair Advisors
Ohio
$223K – – –
81 82
83
84 85