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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2051
Pursue Wealth Partners
California
$270K – – –
BFWA
2052
Benchmark Financial Wealth Advisors
Florida
$269K +$20.6K +114 +9%
CGFA
2053
Colton Groome Financial Advisors
North Carolina
$269K -$72.1K -398 -22%
UB
2054
Umpqua Bank
Oregon
$269K – – –
NCM
2055
Novare Capital Management
North Carolina
$269K – – –
MCM
2056
Morton Capital Management
California
$268K – – –
RIP
2057
RAM Investment Partners
Washington
$268K +$724 +4 +0.3%
NWA
2058
Navis Wealth Advisors
New York
$268K +$905 +5 +0.3%
FNT
2059
First Nebraska Trust
Nebraska
$267K – – –
SIMG
2060
Sonora Investment Management Group
Arizona
$267K -$154K -849 -37%
ACP
2061
Aviance Capital Partners
Florida
$265K – – –
WA
2062
Wealthstar Advisors
Texas
$265K – – –
FF
2063
Financial Futures
New Jersey
$265K +$15K +83 +6%
CFSG
2064
Community Financial Services Group
Vermont
$264K – – –
SCA
2065
Sage Capital Advisors
South Dakota
$264K +$1.09K +6 +0.4%
HWMO
2066
Heritage Wealth Management (Ohio)
Ohio
$264K -$3.44K -19 -1%
BAWC
2067
Boyce & Associates Wealth Consulting
Texas
$262K -$2.9K -16 -1%
SAS
2068
SMI Advisory Services
Indiana
$262K – – –
SF
2069
Slagle Financial
Illinois
$262K +$724 +4 +0.3%
OWM
2070
OneAscent Wealth Management
Alabama
$262K +$254K +1,405 New
IAP
2071
Indie Asset Partners
Indiana
$262K +$254K +1,404 New
SSWM
2072
Smith Salley Wealth Management
North Carolina
$260K +$3.8K +21 +2%
BCM
2073
Bayesian Capital Management
New York
$259K -$108K -594 -30%
EWM
2074
Evolution Wealth Management
Florida
$259K +$362 +2 +0.1%
WAM
2075
Worth Asset Management
Texas
$258K -$7.42K -41 -3%
81 82
83
84 85