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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2326
Basso Capital Management
Connecticut
$298K – – –
SFGP
2327
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$298K +$56.4K +270 +25%
MIM
2328
Marco Investment Management
Georgia
$297K – – –
EM
2329
Excalibur Management
Massachusetts
$297K +$1.88K +9 +0.7%
FIB
2330
First Interstate Bank
Montana
$295K -$6.26K -30 -2%
MWM
2331
Mascagni Wealth Management
Mississippi
$295K +$27.6K +132 +11%
SMA
2332
Seven Mile Advisory
New Jersey
$295K – – –
CL
2333
CPWA LLC
Oregon
$295K -$11.5K -55 -4%
LEFP
2334
Leading Edge Financial Planning
Tennessee
$294K -$52K -249 -16%
CWM
2335
Core Wealth Management
Florida
$293K +$19.2K +92 +7%
CLA
2336
Carnegie Lake Advisors
New Jersey
$293K – – –
SCA
2337
Sage Capital Advisors
South Dakota
$293K +$626 +3 +0.2%
JFG
2338
JDM Financial Group
Texas
$292K – – –
CWM
2339
Cahaba Wealth Management
Georgia
$292K -$8.56K -41 -3%
KA
2340
Kure Advisory
Minnesota
$292K – – –
BH
2341
Burk Holdings
Oklahoma
$292K +$103K +494 +58%
PIWA
2342
Prevail Innovative Wealth Advisors
Kansas
$292K -$33.6K -161 -11%
CL
2343
CVFG LLC
Indiana
$292K +$10.7K +51 +4%
AIP
2344
Ameritas Investment Partners
Nebraska
$291K -$408K -1,954 -59%
RS
2345
Retirement Solution
Washington
$291K +$15.5K +74 +6%
PA
2346
PW Advisors
Florida
$290K -$378K -1,812 -58%
TPA
2347
Trivium Point Advisory
Connecticut
$289K +$277K +1,326 New
JF
2348
JSF Financial
California
$288K -$1.88K -9 -0.7%
PWS
2349
Peterson Wealth Services
Utah
$288K – – –
SCA
2350
St. Clair Advisors
Ohio
$287K – – –
92 93
94
95 96