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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2226
Mills Wealth Advisors
Texas
$204K +$198K +1,092 New
JGUA
2227
John G. Ullman & Associates
New York
$203K +$197K +1,090 New
OAM
2228
Oak Asset Management
California
$203K +$197K +1,090 New
MS
2229
Madden Securities
Texas
$203K +$197K +1,089 New
SFGP
2230
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$203K +$197K +1,087 New
TPF
2231
Tribridge Partners Financial
Maryland
$203K +$197K +1,086 New
LA
2232
LVW Advisors
New York
$203K +$197K +1,086 New
HOWA
2233
Heritage Oak Wealth Advisors
Florida
$202K -$9.41K -52 -5%
WC
2234
Wynn Capital
Georgia
$202K +$196K +1,082 New
EL
2235
EWA LLC
Pennsylvania
$201K +$195K +1,078 New
NA
2236
Novus Advisors
South Carolina
$201K -$55.2K -305 -22%
EB
2237
Emprise Bank
Kansas
$200K +$194K +1,073 New
MIC
2238
Meridian Investment Counsel
California
$200K +$194K +1,073 New
FCAS
2239
First Command Advisory Services
Texas
$199K +$63.6K +351 +49%
HC
2240
Hara Capital
Washington
$199K – – –
LAMC
2241
Longview Asset Management (California)
California
$198K +$193K +1,064 New
BFO
2242
Biltmore Family Office
North Carolina
$198K – – –
BA
2243
Ballast Advisors
Minnesota
$191K +$6.16K +34 +3%
CCG
2244
Ceeto Capital Group
Florida
$191K +$185K +1,019 New
PC
2245
Promus Capital
Illinois
$189K – – –
BTD
2246
BankPlus Trust Department
Mississippi
$188K – – –
WW
2247
Winnow Wealth
Texas
$186K +$180K +995 New
CT
2248
Clearstead Trust
Maine
$184K -$102K -566 -36%
PIA
2249
Powell Investment Advisors
Florida
$182K – – –
HPC
2250
HM Payson & Co
Maine
$180K +$5.43K +30 +3%
88 89
90
91 92