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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
2076
JBR Co Financial Management
Oklahoma
$433K +$415K +1,987 New
AFO
2077
Arrowroot Family Office
California
$431K +$36.5K +175 +10%
SAM
2078
S.A. Mason
Michigan
$431K – – –
FPW
2079
Fairvoy Private Wealth
Alabama
$430K +$92.1K +441 +29%
IWB
2080
Innovative Wealth Building
Maryland
$430K +$62.6K +300 +18%
SLG
2081
Sanchez Levi Garrett
$429K – – –
HP
2082
HT Partners
Connecticut
$429K – – –
BC
2083
Burney Company
Virginia
$428K -$172K -824 -30%
FF
2084
Farrell Financial
New York
$426K +$14K +67 +4%
OWM
2085
Orca Wealth Management
Florida
$426K +$408K +1,956 New
RWA
2086
Redhawk Wealth Advisors
Minnesota
$426K +$2.09K +10 +0.5%
MAG
2087
Meadowbrook Advisors Group
New Jersey
$426K +$408K +1,954 New
EWL
2088
Emissary Wealth LLC
New Jersey
$425K +$408K +1,952 New
TWA
2089
Trace Wealth Advisors
California
$425K – – –
WG
2090
Welch Group
Alabama
$425K +$128K +612 +46%
DP
2091
Denver PWM
Colorado
$424K +$1.88K +9 +0.5%
JMA
2092
J.M. Arbour
Maine
$424K -$25.7K -123 -6%
GAA
2093
Global Assets Advisory
Florida
$422K +$404K +1,936 New
DT
2094
DV Trading
Illinois
$421K +$403K +1,932 New
EP
2095
Essential Planning
New Hampshire
$421K – – –
DPW
2096
DiNuzzo Private Wealth
Pennsylvania
$420K -$118K -565 -23%
SIAP
2097
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$420K +$626 +3 +0.2%
SIC
2098
Sage Investment Counsel
Tennessee
$418K +$10.7K +51 +3%
CISOA
2099
Capital Investment Services of America
Wisconsin
$417K – – –
SAM
2100
Silvercrest Asset Management
New York
$417K +$62.6K +300 +19%
82 83
84
85 86