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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
2176
Omni 360 Wealth
New Jersey
$296K +$188 +1 +0.1%
TFP
2177
Traction Financial Partners
Wyoming
$296K – – –
PBO
2178
Peoples Bank (Ohio)
Ohio
$296K – – –
UIM
2179
Unified Investment Management
Georgia
$295K – – –
S
2180
Sunpointe
Missouri
$294K +$1.5K +8 +0.5%
TCM
2181
Traynor Capital Management
Pennsylvania
$294K -$864K -4,593 -75%
SPWM
2182
Straight Path Wealth Management
Michigan
$294K +$290K +1,540 New
PWM
2183
PTM Wealth Management
United States
$293K -$18.6K -99 -6%
BTD
2184
BankPlus Trust Department
Mississippi
$293K +$98.8K +525 +52%
MIC
2185
Meridian Investment Counsel
California
$293K +$86.3K +459 +43%
CFGF
2186
Compass Financial Group (Florida)
Florida
$292K – – –
LIA
2187
Lynx Investment Advisory
District of Columbia
$291K +$4.7K +25 +2%
FFP
2188
FourThought Financial Partners
Florida
$291K +$188 +1 +0.1%
CI
2189
Ceera Investments
Texas
$290K -$45.1K -240 -14%
PNC
2190
Park National Corp
Ohio
$290K +$36.5K +194 +15%
PAG
2191
Private Advisory Group
Washington
$290K – – –
LI
2192
LMCG Investments
Massachusetts
$290K +$35.4K +188 +14%
PWM
2193
Pursuit Wealth Management
Florida
$288K +$283K +1,506 New
QPWM
2194
Quadrant Private Wealth Management
Pennsylvania
$287K +$188 +1 +0.1%
HTHT
2195
Hemenway Trust Hemenway Trust
New Hampshire
$286K – – –
PIWA
2196
Prevail Innovative Wealth Advisors
Kansas
$286K +$30.3K +161 +12%
RWS
2197
Resolute Wealth Strategies
Mississippi
$286K +$282K +1,497 New
SNB
2198
Security National Bank
Nebraska
$286K – – –
PPL
2199
Planning Project LLC
Texas
$286K +$281K +1,495 New
SW
2200
Schulz Wealth
Texas
$285K +$28.8K +153 +11%
86 87
88
89 90