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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2201
Tucker Asset Management
Colorado
$185K +$65.9K +390 +60%
EWP
2202
Elevation Wealth Partners
California
$184K – – –
BFP
2203
Briaud Financial Planning
Texas
$181K – – –
PC
2204
Promus Capital
Illinois
$179K – – –
BTD
2205
BankPlus Trust Department
Mississippi
$178K – – –
BA
2206
Ballast Advisors
Minnesota
$175K – – –
PIA
2207
Powell Investment Advisors
Florida
$173K +$164K +973 New
BL
2208
BFSG LLC
California
$168K +$4.05K +24 +3%
HI
2209
Hoey Investments
Pennsylvania
$167K -$1.86K -11 -1%
TTIC
2210
Tower Trust & Investment Company
Iowa
$166K – – –
HPC
2211
HM Payson & Co
Maine
$165K -$338 -2 -0.2%
MSWA
2212
Marshall & Sterling Wealth Advisors
New York
$164K +$338 +2 +0.2%
MIA
2213
MeadowBrook Investment Advisors
Michigan
$163K – – –
CCAM
2214
Cascades Capital Asset Management
North Carolina
$162K +$8.45K +50 +6%
DF
2215
Dunhill Financial
United Kingdom
$159K +$152K +900 New
FNWA
2216
Financial Network Wealth Advisors
Utah
$159K – – –
EWM
2217
EPG Wealth Management
Georgia
$155K -$27.9K -165 -16%
SNB
2218
Security National Bank
Nebraska
$153K -$49.5K -293 -25%
PCM
2219
Perritt Capital Management
Illinois
$153K – – –
MSG
2220
Main Street Group
Virginia
$148K -$61.3K -363 -30%
CFS
2221
Compass Financial Services
Iowa
$146K +$117K +694 +518%
RWS
2222
Retirement Wealth Solutions
Wisconsin
$145K +$89.5K +530 +182%
LAM
2223
Lynch Asset Management
Pennsylvania
$145K +$138K +818 New
CHC
2224
City Holding Co
West Virginia
$142K – – –
CB
2225
Community Bank
New York
$141K – – –
87 88
89
90 91