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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMA
2151
Foresight Capital Management Advisors
Michigan
$200K +$202K +1,160 New
WI
2152
Westbourne Investments
Virginia
$200K +$202K +1,160 New
SNB
2153
Security National Bank
Nebraska
$200K +$92.1K +528 +84%
OL
2154
one8zero8 LLC
North Carolina
$199K -$44.3K -254 -18%
FPF
2155
First Pacific Financial
Washington
$199K -$18.3K -105 -8%
WIM
2156
Westside Investment Management
California
$194K – – –
FFL
2157
Financial Freedom LLC
Ohio
$190K +$872 +5 +0.5%
GWP
2158
Gen-Wealth Partners
Michigan
$190K -$71.5K -410 -27%
AFS
2159
Anderson Financial Strategies
Ohio
$188K +$190K +1,091 New
SFGP
2160
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$187K +$7.32K +42 +4%
HC
2161
Hara Capital
Washington
$184K – – –
EWM
2162
EPG Wealth Management
Georgia
$180K -$20.1K -115 -10%
BFO
2163
Biltmore Family Office
North Carolina
$180K – – –
EWP
2164
Elevation Wealth Partners
California
$180K – – –
FW
2165
Fairway Wealth
Ohio
$179K +$1.22K +7 +0.7%
BFP
2166
Briaud Financial Planning
Texas
$177K +$144K +824 +408%
PC
2167
Promus Capital
Illinois
$175K – – –
CT
2168
Clearstead Trust
Maine
$174K +$98.7K +566 +127%
BTD
2169
BankPlus Trust Department
Mississippi
$174K – – –
BA
2170
Ballast Advisors
Minnesota
$171K – – –
FCAS
2171
First Command Advisory Services
Texas
$167K – – –
CA
2172
Crewe Advisors
Utah
$167K +$698 +4 +0.4%
LWMI
2173
Legacy Wealth Management (Idaho)
Idaho
$166K +$142K +815 +551%
WW
2174
Winnow Wealth
Texas
$166K +$11.3K +65 +7%
HI
2175
Hoey Investments
Pennsylvania
$165K +$79.3K +455 +91%
85 86
87
88 89