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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
2101
Prudent Man Investment Management
Colorado
$340K -$180K -959 -35%
CB
2102
Cadence Bank
Mississippi
$340K – – –
OAS
2103
Optivise Advisory Services
Tennessee
$339K -$4.14K -22 -1%
HDIM
2104
Hanson & Doremus Investment Management
Vermont
$339K +$18.4K +98 +6%
GC
2105
Guidance Capital
Kentucky
$338K -$6.21K -33 -2%
CCM
2106
Canal Capital Management
Virginia
$337K +$332K +1,764 New
NPI
2107
New Perspectives Inc
Mississippi
$336K – – –
GWM
2108
GDS Wealth Management
Texas
$336K -$15K -80 -4%
SWM
2109
Stockman Wealth Management
Montana
$336K +$42.5K +226 +15%
KW
2110
KWB Wealth
California
$335K +$1.32K +7 +0.4%
SWM
2111
SK Wealth Management
Rhode Island
$334K -$30.3K -161 -9%
GI
2112
Gradient Investments
Minnesota
$333K +$13.9K +74 +4%
CW
2113
Cedarwood Wealth
Colorado
$333K +$316K +1,678 New
BWCS
2114
Beirne Wealth Consulting Services
Connecticut
$332K – – –
B
2115
BetterWealth
California
$330K – – –
SAM
2116
Seelaus Asset Management
New Jersey
$330K -$27.3K -145 -8%
DF
2117
Daviman Financial
Indiana
$330K +$325K +1,726 New
CA
2118
Capital Advantage
California
$329K +$21.4K +114 +7%
WWMSC
2119
Wagner Wealth Management (South Carolina)
South Carolina
$328K -$752 -4 -0.2%
DP
2120
Denver PWM
Colorado
$328K – – –
TF
2121
Tompkins Financial
New York
$327K – – –
EHAM
2122
Eagle Harbor Asset Management
Washington
$327K – – –
NGA
2123
Naples Global Advisors
Florida
$327K +$322K +1,711 New
GSB
2124
Greenfield Savings Bank
Massachusetts
$326K -$52.3K -278 -14%
NFSG
2125
Newbridge Financial Services Group
Florida
$326K +$2.63K +14 +0.8%
83 84
85
86 87