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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2426
West Paces Advisors
Georgia
$250K – – –
CG
2427
Cynosure Group
Utah
$250K +$240K +1,147 New
BMA
2428
Brooks Moore & Associates
Tennessee
$250K +$239K +1,146 New
PWMG
2429
Pinnacle Wealth Management Group
Michigan
$250K – – –
RCM
2430
RB Capital Management
Nevada
$249K +$239K +1,144 New
BF
2431
Blankinship & Foster
California
$249K – – –
VC
2432
Veracity Capital
Georgia
$249K -$5.01K -24 -2%
CF
2433
Carlson Financial
Oregon
$248K -$4.18K -20 -2%
JMBA
2434
J. M. Brown & Associates
Oklahoma
$248K +$238K +1,138 New
SCM
2435
Shelton Capital Management
Colorado
$248K +$8.77K +42 +4%
OWM
2436
OneAscent Wealth Management
Alabama
$247K -$10.4K -50 -4%
CC
2437
Chicago Capital
Illinois
$246K – – –
FPCG
2438
Forum Private Client Group
Indiana
$246K – – –
RCA
2439
Resonant Capital Advisors
Wisconsin
$246K – – –
P
2440
Pandowealth
Georgia
$246K +$835 +4 +0.4%
AWM
2441
Aviso Wealth Management
Washington
$246K – – –
OWM
2442
Orgel Wealth Management
Wisconsin
$245K +$15.2K +73 +7%
LCS
2443
Levin Capital Strategies
New York
$245K – – –
HGWM
2444
Horst & Graben Wealth Management
Oregon
$245K – – –
OCA
2445
Optimus Capital Advisors
Texas
$245K +$235K +1,124 New
BFF
2446
Byrne Financial Freedom
Massachusetts
$245K +$235K +1,123 New
KOC
2447
Koss-Olinger Consulting
Florida
$244K -$4.76M -22,778 -95%
AWMNY
2448
Arcadia Wealth Management (New York)
New York
$243K +$1.88K +9 +0.8%
VR
2449
Valued Retirements
Texas
$243K – – –
SC
2450
Swan Capital
Florida
$243K +$233K +1,115 New
96 97
98
99 100