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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2126
Synergy Asset Management
Washington
$325K -$446K -2,371 -58%
PCA
2127
Peddock Capital Advisors
Massachusetts
$324K – – –
VPWA
2128
Vestia Personal Wealth Advisors
Indiana
$323K -$2.07K -11 -0.7%
BONH
2129
Bank of New Hampshire
New Hampshire
$323K -$54.5K -290 -15%
FWA
2130
FSC Wealth Advisors
New York
$323K -$1.62M -8,621 -84%
FDCP
2131
Foster Dykema Cabot & Partners
Massachusetts
$323K – – –
CPCP
2132
Cedar Point Capital Partners
Iowa
$321K -$22.9K -122 -7%
WWA
2133
Wisconsin Wealth Advisors
Wisconsin
$321K -$75.1K -399 -19%
TFO
2134
Tarbox Family Office
California
$321K -$670K -3,561 -68%
SIC
2135
Sterling Investment Counsel
New York
$320K +$23.7K +126 +8%
BFWA
2136
Benchmark Financial Wealth Advisors
Florida
$320K +$43.6K +232 +16%
MSG
2137
Main Street Group
Virginia
$320K +$195K +1,039 +164%
RWM
2138
Revisor Wealth Management
Ohio
$319K +$54.2K +288 +22%
VW
2139
Vantus Wealth
Pennsylvania
$319K +$314K +1,670 New
DF
2140
Define Financial
California
$319K +$3.2K +17 +1%
JFA
2141
JNBA Financial Advisors
Minnesota
$318K -$6.21K -33 -2%
PWP
2142
Prasad Wealth Partners
Ohio
$318K +$940 +5 +0.3%
OCM
2143
Orion Capital Management
California
$318K +$60.9K +324 +24%
TWC
2144
TD Waterhouse Canada
Ontario, Canada
$317K +$53.2K +283 +21%
AHC
2145
Anderson Hoagland & Co
Missouri
$316K – – –
PWC
2146
PYA Waltman Capital
Tennessee
$316K – – –
WFP
2147
Wrenne Financial Planning
Kentucky
$314K – – –
SIC
2148
Sage Investment Counsel
Tennessee
$311K -$25.4K -135 -8%
SAM
2149
Silvercrest Asset Management
New York
$311K +$306K +1,627 New
RW
2150
RVW Wealth
California
$311K – – –
84 85
86
87 88