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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2326
Laurel Wealth Planning
Minnesota
$231K – – –
CA
2327
Carson Advisory
Georgia
$231K – – –
AFAS
2328
Acorn Financial Advisory Services
Virginia
$231K -$48K -255 -17%
SIC
2329
Shoker Investment Counsel
Ohio
$231K – – –
PJWM
2330
Philip James Wealth Mangement
Georgia
$230K – – –
EWP
2331
Elevation Wealth Partners
California
$230K – – –
CWA
2332
Crux Wealth Advisors
California
$229K +$2.44K +13 +1%
NCM
2333
Northside Capital Management
Oregon
$229K – – –
EIG
2334
Ellenbecker Investment Group
Wisconsin
$229K +$226K +1,199 New
MEG
2335
Millstone Evans Group
Colorado
$229K +$6.58K +35 +3%
VC
2336
Veracity Capital
Georgia
$228K -$7.34K -39 -3%
MCM
2337
MontVue Capital Management
Virginia
$228K – – –
OC
2338
Optima Capital
Oregon
$227K -$140K -743 -38%
HOWA
2339
Heritage Oak Wealth Advisors
Florida
$227K +$20.1K +107 +10%
SRCM
2340
Signature Resources Capital Management
California
$227K – – –
TH
2341
TCTC Holdings
Texas
$227K +$188 +1 +0.1%
WC
2342
Whitney & Co
New York
$227K +$1.69K +9 +0.8%
GFL
2343
Granite FO LLC
New Hampshire
$227K – – –
TPA
2344
Trivium Point Advisory
Connecticut
$227K -$150K -798 -40%
AWP
2345
Avid Wealth Partners
Texas
$227K – – –
PWM
2346
Paulson Wealth Management
Illinois
$227K +$223K +1,186 New
WAG
2347
Wilkerson Advisory Group
Missouri
$226K +$222K +1,181 New
CF
2348
Carlson Financial
Oregon
$225K +$222K +1,180 New
CW
2349
Curio Wealth
Maryland
$225K – – –
YIA
2350
YHB Investment Advisors
Connecticut
$225K -$28.2K -150 -11%
92 93
94
95 96