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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2251
Straight Path Wealth Management
Michigan
$336K +$209 +1 +0.1%
BL
2252
BFSG LLC
California
$336K +$56.4K +270 +21%
BTD
2253
BankPlus Trust Department
Mississippi
$334K – – –
CA
2254
Capital Advantage
California
$334K -$36.3K -174 -10%
MIC
2255
Meridian Investment Counsel
California
$334K – – –
LNB
2256
Ledyard National Bank
$333K +$7.93K +38 +3%
CFGF
2257
Compass Financial Group (Florida)
Florida
$333K – – –
FFP
2258
FourThought Financial Partners
Florida
$331K -$418 -2 -0.1%
FSAG
2259
Financial Solutions Advisory Group
Illinois
$330K – – –
RWS
2260
Resolute Wealth Strategies
Mississippi
$328K +$835 +4 +0.3%
HTHT
2261
Hemenway Trust Hemenway Trust
New Hampshire
$327K – – –
GF
2262
Gimbal Financial
Indiana
$327K +$313K +1,500 New
SNB
2263
Security National Bank
Nebraska
$326K – – –
SW
2264
SVB Wealth
Massachusetts
$326K -$82.7K -396 -21%
HP
2265
Haven Private
Florida
$325K -$20.9K -100 -6%
LS
2266
LCW Services
Virginia
$324K -$14.2K -68 -4%
BHPW
2267
Beverly Hills Private Wealth
California
$324K -$62.6K -300 -17%
JC
2268
JB Capital
Connecticut
$324K +$311K +1,488 New
IA
2269
IFG Advisors
Missouri
$324K -$3.76K -18 -1%
PPWM
2270
Perissos Private Wealth Management
Oklahoma
$324K +$4.38K +21 +1%
PWG
2271
Portside Wealth Group
Utah
$323K +$310K +1,484 New
SA
2272
Stewardship Advisors
Pennsylvania
$323K +$23K +110 +8%
SFS
2273
Solitude Financial Services
Virginia
$323K +$90.2K +432 +41%
SCA
2274
Stonebridge Capital Advisors
Minnesota
$322K – – –
FFA
2275
Fortune Financial Advisors
Kansas
$321K +$418 +2 +0.1%
89 90
91
92 93