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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
2151
Vident Advisory
Georgia
$215K -$1.13M -6,719 -85%
SAM
2152
Synergy Asset Management
Washington
$215K +$206K +1,217 New
PCA
2153
Providence Capital Advisors
North Carolina
$215K -$9.46K -56 -4%
PPC
2154
Pennington Partners & Co
Maryland
$215K – – –
CFP
2155
Cypress Financial Planning
New Jersey
$215K – – –
LWP
2156
Laurel Wealth Planning
Minnesota
$214K – – –
TCM
2157
Triumph Capital Management
Colorado
$214K -$22.3K -132 -10%
JPLA
2158
Joseph P. Lucia & Associates
New York
$214K – – –
SIC
2159
Shoker Investment Counsel
Ohio
$214K – – –
MF
2160
Meridian Financial
Massachusetts
$213K – – –
CW
2161
Curio Wealth
Maryland
$213K +$203K +1,200 +17,143%
PP
2162
Pacifica Partners
Canada
$213K – – –
NCM
2163
Northside Capital Management
Oregon
$212K – – –
CWA
2164
Crux Wealth Advisors
California
$212K – – –
IWB
2165
Innovative Wealth Building
Maryland
$211K +$202K +1,196 New
MCM
2166
MontVue Capital Management
Virginia
$211K – – –
BTIM
2167
BancFirst Trust & Investment Management
Oklahoma
$211K – – –
HGA
2168
Hobbs Group Advisors
South Carolina
$211K – – –
AWP
2169
Avid Wealth Partners
Texas
$211K -$845 -5 -0.4%
SRCM
2170
Signature Resources Capital Management
California
$210K -$3.88K -23 -2%
TCM
2171
Traynor Capital Management
Pennsylvania
$210K -$219K -1,295 -52%
GFL
2172
Granite FO LLC
New Hampshire
$210K – – –
TH
2173
TCTC Holdings
Texas
$210K – – –
TWP
2174
TFO Wealth Partners
Ohio
$209K +$200K +1,184 New
WI
2175
Westbourne Investments
Virginia
$209K +$3.38K +20 +2%
85 86
87
88 89