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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
2326
Red Lighthouse Investment Management
New York
$252K – – –
IP
2327
Ignite Planners
California
$251K -$4.21K -21 -2%
MWM
2328
Maltin Wealth Management
New Jersey
$251K +$3K +15 +1%
JEST
2329
JTC Employer Solutions Trustee
Jersey
$251K – – –
HA
2330
Harfst & Associates
Wyoming
$251K – – –
STA
2331
Smith Thornton Advisors
Alabama
$250K – – –
CWWM
2332
Curry Webb Wealth Management
Indiana
$250K -$31K -155 -11%
FF
2333
Financial Futures
New Jersey
$250K -$13K -65 -5%
KWM
2334
Kassira Wealth Management
Tennessee
$249K – – –
RA
2335
Resolute Advisors
California
$249K +$1.4K +7 +0.6%
BL
2336
BFSG LLC
California
$249K +$85.9K +429 +51%
CICI
2337
Capital Investment Counsel Inc
North Carolina
$249K – – –
MEAC
2338
M.E. Allison & Co
Texas
$248K – – –
RAM
2339
Redmond Asset Management
Virginia
$248K – – –
RS
2340
Retirement Solution
Washington
$247K +$252K +1,261 New
SIA
2341
Sage Investment Advisers
New York
$247K +$251K +1,255 New
SIM
2342
Sterling Investment Management
Arizona
$246K +$251K +1,256 New
FMTC
2343
Farmers & Merchants Trust Company
California
$246K – – –
PF
2344
PlanVest Financial
Maryland
$246K +$251K +1,253 New
CWM
2345
Core Wealth Management
Florida
$246K – – –
MWM
2346
MorganRosel Wealth Management
Colorado
$246K – – –
DSC
2347
Duncker Streett & Co
Missouri
$245K -$8.01K -40 -3%
PWW
2348
Pettyjohn Wood & White
Virginia
$244K +$1.2K +6 +0.5%
NPF
2349
Norris Perne & French
Michigan
$244K +$4.21K +21 +2%
DBRC
2350
D.B. Root & Company
Pennsylvania
$244K +$249K +1,243 New
92 93
94
95 96