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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2201
Haven Private
Florida
$312K -$87.9K -439 -22%
AF
2202
Atala Financial
California
$312K +$3.8K +19 +1%
WAOI
2203
Wealth Advisors of Iowa
Iowa
$312K – – –
TNA
2204
True North Advisors
Texas
$311K – – –
RA
2205
Rubicon Advisors
California
$311K +$25K +125 +9%
PIM
2206
Pullen Investment Management
Florida
$311K – – –
ERIC
2207
Eagle Rock Investment Company
Georgia
$310K – – –
BC
2208
BDFS Capital
Delaware
$310K +$27.2K +136 +9%
SFS
2209
Strategic Financial Services
New York
$310K +$317K +1,581 New
MLFP
2210
MPS Loria Financial Planners
Illinois
$310K -$1.8K -9 -0.6%
MSWA
2211
Marshall & Sterling Wealth Advisors
New York
$310K +$111K +553 +54%
MCM
2212
Morton Capital Management
California
$309K – – –
MP
2213
McDonald Partners
Ohio
$309K – – –
SWP
2214
Semus Wealth Partners
Florida
$308K -$1.6K -8 -0.5%
BAAM
2215
Baker Avenue Asset Management
California
$308K -$555K -2,772 -64%
OWA
2216
Opal Wealth Advisors
New York
$308K +$61.5K +307 +24%
FF
2217
Foronjy Financial
California
$307K +$200 +1 +0.1%
JFA
2218
JNBA Financial Advisors
Minnesota
$307K -$20.2K -101 -6%
BWM
2219
BAM Wealth Management
Colorado
$307K -$4.8K -24 -2%
EIA
2220
Eldridge Investment Advisors
New Hampshire
$306K – – –
LS
2221
LCW Services
Virginia
$305K +$79.1K +395 +34%
AFS
2222
AFG Fiduciary Services
Massachusetts
$305K +$309K +1,543 New
CIA
2223
Cascade Investment Advisors
Oregon
$304K +$13.4K +67 +5%
TFP
2224
Traction Financial Partners
Wyoming
$304K – – –
BIP
2225
Brandes Investment Partners
California
$304K -$5.03M -25,109 -94%
87 88
89
90 91