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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
2226
Koesten Hirschmann & Crabtree
Kansas
$141K +$1.18K +7 +0.9%
VWA
2227
Valued Wealth Advisors
Utah
$139K -$2.2K -13 -2%
LWA
2228
Lowe Wealth Advisors
Maryland
$139K – – –
CSPIA
2229
Cary Street Partners Investment Advisory
Virginia
$139K – – –
AT
2230
Avalon Trust
New Mexico
$138K – – –
CMP
2231
Coston McIsaac & Partners
Maine
$137K – – –
TPWA
2232
Twin Peaks Wealth Advisors
California
$133K +$125K +740 New
MFC
2233
Morris Financial Concepts
South Carolina
$128K +$845 +5 +0.7%
AIA
2234
Arcadia Investment Advisors
Idaho
$127K +$69.1K +409 +132%
FCAS
2235
First Command Advisory Services
Texas
$127K -$42.6K -252 -26%
CFO
2236
Capitol Family Office
Oregon
$126K – – –
SAM
2237
Sherman Asset Management
California
$124K -$845 -5 -0.7%
AWM
2238
Aberdeen Wealth Management
Illinois
$124K – – –
HBW
2239
Hazlett, Burt & Watson
West Virginia
$121K -$42.2K -250 -27%
LWMI
2240
Legacy Wealth Management (Idaho)
Idaho
$120K -$48.1K -285 -30%
LIS
2241
Legacy Investment Solutions
Idaho
$120K +$115K +678 New
PPC
2242
Park Place Capital
Alabama
$119K +$52K +308 +86%
MSFP
2243
Mark Sheptoff Financial Planning
Connecticut
$116K – – –
BWM
2244
Bernard Wealth Management
Michigan
$113K -$98.3K -582 -48%
KB
2245
Kimelman & Baird
New York
$113K – – –
PWM
2246
Provident Wealth Management
Tennessee
$113K – – –
UIA
2247
Ulland Investment Advisors
Minnesota
$112K – – –
LFA
2248
LGT Financial Advisors
Texas
$111K – – –
ATC
2249
Adirondack Trust Company
New York
$111K -$5.41K -32 -5%
DI
2250
DAGCO Inc
Ohio
$110K – – –
88 89
90
91 92