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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
2401
TCV Trust & Wealth Management
Virginia
$213K – – –
SP
2402
Stonebrook Private
Michigan
$213K – – –
QFPS
2403
Quantum Financial Planning Services
Washington
$212K -$37.6K -200 -15%
W
2404
Wealthquest
Ohio
$212K +$209K +1,111 New
RPC
2405
Rossmore Private Capital
Connecticut
$212K +$201K +1,070 +2,675%
HA
2406
Hyposwiss Advisors
$212K +$209K +1,110 New
GBFP
2407
Golden Bell Financial Planning
Georgia
$211K +$1.69K +9 +0.8%
PAG
2408
Poinciana Advisors Group
Florida
$211K – – –
CB
2409
Community Bank
New York
$211K +$57K +303 +38%
FWTB
2410
First Western Trust Bank
Colorado
$210K – – –
GWM
2411
Gilpin Wealth Management
Colorado
$210K +$207K +1,102 New
CT
2412
Clearstead Trust
Maine
$210K +$21.8K +116 +12%
TCM
2413
Triumph Capital Management
Colorado
$210K +$207K +1,100 New
MWA
2414
MFA Wealth Advisors
Pennsylvania
$210K – – –
WN
2415
Williams & Novak
California
$210K +$207K +1,100 New
CPL
2416
CAP Partners LLC
Tennessee
$210K -$1.5K -8 -0.7%
GLR
2417
Great Lakes Retirement
Ohio
$210K – – –
EAM
2418
Empirical Asset Management
Massachusetts
$209K +$1.33M +7,071 New
SA
2419
Sicart Associates
New York
$209K – – –
GCA
2420
Gallagher Capital Advisors
Texas
$209K +$205K +1,090 New
SFGP
2421
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$209K +$940 +5 +0.5%
HSWS
2422
Higgins & Schmidt Wealth Strategies
Colorado
$209K +$205K +1,092 New
MFP
2423
Meridian Financial Partners
Virginia
$208K +$198K +1,050 New
NA
2424
Novus Advisors
South Carolina
$208K +$2.82K +15 +1%
SF
2425
Symphony Financial
Texas
$208K +$205K +1,089 New
95 96
97
98 99