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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2101
Maltin Wealth Management
New Jersey
$235K – – –
YIA
2102
YHB Investment Advisors
Connecticut
$235K -$3.38K -20 -1%
A
2103
Allianz
Germany
$234K -$13.8M -81,537 -98%
SCA
2104
Stonebridge Capital Advisors
Minnesota
$234K – – –
CICI
2105
Capital Investment Counsel Inc
North Carolina
$233K -$13.7K -81 -6%
SCA
2106
St. Clair Advisors
Ohio
$233K – – –
CCM
2107
Canal Capital Management
Virginia
$232K +$6.25K +37 +3%
PWA
2108
PCG Wealth Advisors
Kansas
$232K – – –
HNWA
2109
Henrickson Nauta Wealth Advisors
Michigan
$232K – – –
QFPS
2110
Quantum Financial Planning Services
Washington
$231K -$126K -744 -36%
WAS
2111
Winch Advisory Services
Wisconsin
$230K +$17.7K +105 +9%
CC
2112
Chicago Capital
Illinois
$230K – – –
FWM
2113
Foguth Wealth Management
Michigan
$230K +$220K +1,300 New
PTC
2114
Philadelphia Trust Company
Pennsylvania
$229K – – –
RF
2115
Rossby Financial
Florida
$229K +$60.1K +356 +38%
SCG
2116
Sonata Capital Group
Washington
$228K +$218K +1,288 New
WT
2117
Whittier Trust
California
$228K -$87.8K -520 -29%
SM
2118
Sensible Money
Arizona
$228K – – –
EL
2119
EQ LLC
Washington
$228K – – –
NFA
2120
Northwest Financial Advisors
Virginia
$227K -$4.73K -28 -2%
NA
2121
Nestegg Advisors
New York
$227K +$19.3K +114 +10%
PW
2122
Pandora Wealth
Illinois
$227K – – –
NRG
2123
Nemes Rush Group
Michigan
$227K – – –
RLIM
2124
Red Lighthouse Investment Management
New York
$227K -$40K -237 -16%
OWM
2125
Opes Wealth Management
California
$226K +$8.95K +53 +4%
83 84
85
86 87