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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2101
Berkeley Inc
Idaho
$215K -$258K -1,468 -54%
OWM
2102
Opes Wealth Management
California
$214K +$10.2K +58 +5%
PCA
2103
Providence Capital Advisors
North Carolina
$214K +$167K +951 +303%
SAM
2104
Secure Asset Management
Michigan
$214K -$11.1K -63 -5%
VC
2105
Veracity Capital
Georgia
$214K +$1.4K +8 +0.6%
EB
2106
Eastern Bank
Massachusetts
$214K -$877 -5 -0.4%
JF
2107
JSF Financial
California
$213K +$175 +1 +0.1%
CC
2108
Callan Capital
California
$213K -$638K -3,636 -74%
FPF
2109
First Pacific Financial
Washington
$212K +$1.05K +6 +0.5%
MPWT
2110
MassMutual Private Wealth & Trust
Connecticut
$212K +$29.1K +166 +15%
WDG
2111
Wealth Dimensions Group
Ohio
$211K – – –
E
2112
EntreWealth
Texas
$211K +$212K +1,209 New
PWH
2113
Priebe Wealth Holdings
Minnesota
$210K – – –
SP
2114
Stablepoint Partners
Massachusetts
$210K – – –
RA
2115
Resolute Advisors
California
$209K +$1.23K +7 +0.6%
BIM
2116
Barton Investment Management
Pennsylvania
$209K – – –
CWM
2117
Cahaba Wealth Management
Georgia
$207K -$21.9K -125 -9%
SFS
2118
Solitude Financial Services
Virginia
$207K -$18.6K -106 -8%
SIMG
2119
Sonora Investment Management Group
Arizona
$207K +$214K +1,221 New
RH
2120
RFG Holdings
Texas
$207K +$214K +1,220 New
AWMNY
2121
Arcadia Wealth Management (New York)
New York
$206K +$214K +1,218 New
CFP
2122
Cypress Financial Planning
New Jersey
$206K -$14.9K -85 -7%
IWP
2123
IAG Wealth Partners
Wisconsin
$206K +$14K +80 +7%
MSG
2124
Main Street Group
Virginia
$205K +$175 +1 +0.1%
LWP
2125
Laurel Wealth Planning
Minnesota
$205K – – –
83 84
85
86 87