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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
2376
Sonata Capital Group
Washington
$281K – – –
STA
2377
Smith Thornton Advisors
Alabama
$280K – – –
FWP
2378
Forefront Wealth Partners
Texas
$280K +$268K +1,284 New
RLIM
2379
Red Lighthouse Investment Management
New York
$280K – – –
R
2380
Rebalance
California
$280K +$9.81K +47 +4%
PFGIA
2381
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$256K -1,226 -49%
JEST
2382
JTC Employer Solutions Trustee
Jersey
$279K – – –
HA
2383
Harfst & Associates
Wyoming
$279K – – –
RA
2384
Resolute Advisors
California
$278K +$1.25K +6 +0.5%
CWWM
2385
Curry Webb Wealth Management
Indiana
$278K – – –
PF
2386
PlanVest Financial
Maryland
$278K +$4.59K +22 +2%
KWM
2387
Kassira Wealth Management
Tennessee
$277K – – –
TTWM
2388
TCV Trust & Wealth Management
Virginia
$277K +$32.6K +156 +14%
CICI
2389
Capital Investment Counsel Inc
North Carolina
$276K – – –
MEAC
2390
M.E. Allison & Co
Texas
$276K – – –
FMTC
2391
Farmers & Merchants Trust Company
California
$276K +$2.51K +12 +1%
RAM
2392
Redmond Asset Management
Virginia
$275K – – –
SIM
2393
Sterling Investment Management
Arizona
$274K – – –
SIA
2394
Sage Investment Advisers
New York
$274K – – –
MWM
2395
MorganRosel Wealth Management
Colorado
$273K – – –
PWW
2396
Pettyjohn Wood & White
Virginia
$273K +$835 +4 +0.3%
DSC
2397
Duncker Streett & Co
Missouri
$272K – – –
MWML
2398
Morrissey Wealth Management, LLC
Connecticut
$272K +$262K +1,253 New
HCP
2399
Hardin Capital Partners
South Carolina
$271K – – –
DBRC
2400
D.B. Root & Company
Pennsylvania
$271K -$209 -1 -0.1%
94 95
96
97 98