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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2126
Pennington Partners & Co
Maryland
$205K +$212K +1,208 New
SIC
2127
Shoker Investment Counsel
Ohio
$205K – – –
CW
2128
Curio Wealth
Maryland
$204K +$212K +1,207 New
MF
2129
Meridian Financial
Massachusetts
$204K -$114K -649 -35%
CST
2130
Charles Schwab Trust
Nevada
$204K +$212K +1,206 New
RB
2131
Rodgers Brothers
Pennsylvania
$204K – – –
NCM
2132
Northside Capital Management
Oregon
$203K – – –
AAM
2133
American Asset Management
Florida
$203K +$211K +1,200 New
MCM
2134
MontVue Capital Management
Virginia
$202K – – –
HGA
2135
Hobbs Group Advisors
South Carolina
$202K -$5.79K -33 -3%
BTIM
2136
BancFirst Trust & Investment Management
Oklahoma
$202K – – –
AWP
2137
Avid Wealth Partners
Texas
$202K – – –
CWA
2138
Crux Wealth Advisors
California
$201K +$209K +1,189 New
CCM
2139
Canal Capital Management
Virginia
$201K +$4.39K +25 +2%
GFL
2140
Granite FO LLC
New Hampshire
$201K – – –
TH
2141
TCTC Holdings
Texas
$201K +$78.8K +449 +61%
DWM
2142
Dopkins Wealth Management
New York
$200K -$216K -1,229 -51%
WAS
2143
Winch Advisory Services
Wisconsin
$199K +$175 +1 +0.1%
EWM
2144
EPG Wealth Management
Georgia
$196K -$77.4K -441 -28%
LWANC
2145
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K +$17.5K +100 +9%
PA
2146
PSI Advisors
Florida
$194K +$66K +376 +49%
WIM
2147
Westside Investment Management
California
$190K +$18.6K +106 +10%
HT
2148
Headlands Technologies
Illinois
$187K -$83.4K -475 -30%
FFL
2149
Financial Freedom LLC
Ohio
$186K -$38.4K -219 -17%
BIG
2150
Brooklyn Investment Group
New York
$184K +$191K +1,090 New
84 85
86
87 88