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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2051
Marco Investment Management
Georgia
$236K -$2.27K -13 -0.9%
SMA
2052
Seven Mile Advisory
New Jersey
$234K – – –
EM
2053
Excalibur Management
Massachusetts
$234K – – –
FCM
2054
Family Capital Management
Michigan
$233K – – –
YIA
2055
YHB Investment Advisors
Connecticut
$233K +$235K +1,347 New
CRC
2056
Curi RMB Capital
Illinois
$232K -$602K -3,453 -72%
TCM
2057
Triumph Capital Management
Colorado
$232K +$234K +1,342 New
KA
2058
Kure Advisory
Minnesota
$231K +$234K +1,339 New
OCM
2059
Orion Capital Management
California
$231K – – –
HFW
2060
Horizon Family Wealth
Illinois
$231K +$1.22K +7 +0.5%
SAM
2061
Satovsky Asset Management
New York
$231K -$42.5K -244 -15%
PWA
2062
Physician Wealth Advisors
Utah
$231K -$170K -977 -42%
BFWA
2063
Benchmark Financial Wealth Advisors
Florida
$230K -$35.9K -206 -13%
JSW
2064
Journey Strategic Wealth
New Jersey
$230K -$44.8K -257 -16%
PWW
2065
Pettyjohn Wood & White
Virginia
$230K +$5.41K +31 +2%
HOWA
2066
Heritage Oak Wealth Advisors
Florida
$230K -$61.2K -351 -21%
MWM
2067
Maltin Wealth Management
New Jersey
$229K +$349 +2 +0.2%
W
2068
Wealthquest
Ohio
$229K – – –
SCA
2069
Stonebridge Capital Advisors
Minnesota
$229K -$63.7K -365 -22%
SAM
2070
Secure Asset Management
Michigan
$228K +$9.94K +57 +5%
SCA
2071
St. Clair Advisors
Ohio
$227K – – –
NFA
2072
Northwest Financial Advisors
Virginia
$227K -$20.9K -120 -8%
FPCG
2073
Forum Private Client Group
Indiana
$227K -$523 -3 -0.2%
PWA
2074
PCG Wealth Advisors
Kansas
$227K – – –
CC
2075
Chicago Capital
Illinois
$225K -$4.53K -26 -2%
81 82
83
84 85