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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2151
COFG Advisors
Illinois
$308K +$304K +1,615 New
TIM
2152
Titan Investment Management
Indiana
$308K +$303K +1,611 New
FCM
2153
Family Capital Management
Michigan
$308K -$20.3K -108 -6%
WG
2154
Wellington Group
Indiana
$307K +$303K +1,609 New
IWP
2155
Innova Wealth Partners
Pennsylvania
$307K -$125K -663 -29%
BWM
2156
BigSur Wealth Management
Florida
$306K – – –
SRSA
2157
S.R. Schill & Associates
Washington
$306K – – –
CLA
2158
Carnegie Lake Advisors
New Jersey
$304K – – –
WAOI
2159
Wealth Advisors of Iowa
Iowa
$304K – – –
MLFP
2160
MPS Loria Financial Planners
Illinois
$303K +$3.01K +16 +1%
BWM
2161
BAM Wealth Management
Colorado
$303K -$6.77K -36 -2%
TNA
2162
True North Advisors
Texas
$303K +$299K +1,587 New
PIM
2163
Pullen Investment Management
Florida
$302K – – –
ERIC
2164
Eagle Rock Investment Company
Georgia
$302K – – –
AA
2165
Advisory Advocates
Michigan
$302K +$297K +1,581 New
SWP
2166
Semus Wealth Partners
Florida
$301K +$2.44K +13 +0.8%
MCM
2167
Morton Capital Management
California
$301K +$25.6K +136 +9%
IA
2168
IFG Advisors
Missouri
$301K – – –
MP
2169
McDonald Partners
Ohio
$300K -$176K -934 -37%
AF
2170
Atala Financial
California
$300K – – –
SI
2171
SimpliFi Inc
California
$299K -$10.2M -54,213 -97%
AW
2172
Atlas Wealth
Ohio
$299K – – –
FF
2173
Foronjy Financial
California
$299K -$13.2K -70 -4%
EIA
2174
Eldridge Investment Advisors
New Hampshire
$298K +$293K +1,558 New
NI
2175
NDVR Inc
Massachusetts
$297K – – –
85 86
87
88 89