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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2301
Pacific Center for Financial Services
California
$60.6K – – –
OIA
2302
Optimum Investment Advisors
Illinois
$57.4K – – –
RPCA
2303
Running Point Capital Advisors
California
$56.2K – – –
MS
2304
Marshall & Sullivan
Washington
$56K +$53.5K +317 New
NC
2305
North Capital
Utah
$55.9K – – –
FCMT
2306
Founders Capital Management (Texas)
Texas
$53K – – –
EWA
2307
Elevate Wealth Advisory
Georgia
$52.2K – – –
TWD
2308
True Wealth Design
Ohio
$51.3K – – –
KA
2309
Kozak & Associates
Colorado
$50.6K -$2.2K -13 -4%
BMC
2310
Bear Mountain Capital
Washington
$50.3K – – –
TCM
2311
Tradewinds Capital Management
Washington
$49.1K +$4.05K +24 +9%
CWM
2312
CarsonAllaria Wealth Management
Illinois
$48.8K – – –
W
2313
WealthCollab
Washington
$48.2K – – –
HCM
2314
Hollencrest Capital Management
California
$47.4K +$19.6K +116 +76%
T
2315
Tidemark
California
$47.4K – – –
MBFW
2316
Morton Brown Family Wealth
Pennsylvania
$46.8K – – –
CI
2317
Cordant Inc
Oregon
$46.3K – – –
GKIM
2318
GW&K Investment Management
Massachusetts
$46K +$43.7K +259 New
CFP
2319
Comprehensive Financial Planning
Pennsylvania
$45.7K +$169 +1 +0.4%
SC
2320
Sawyer & Company
Massachusetts
$44.5K +$16.9K +100 +96%
RP
2321
Rice Partnership
Hawaii
$44K -$338 -2 -0.8%
PA
2322
Pineridge Advisors
Missouri
$43K – – –
KIG
2323
Kessler Investment Group
Indiana
$40.6K – – –
AP
2324
Atwood & Palmer
Missouri
$40.1K +$38.3K +227 New
BAM
2325
Bellevue Asset Management
Washington
$39.5K +$169 +1 +0.5%
91 92
93
94 95