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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2426
Clear Point Advisors
New York
$258K +$247K +1,182 New
CWA
2427
Clarity Wealth Advisors
California
$257K +$13.8K +66 +6%
BCM
2428
BluePath Capital Management
Georgia
$257K +$247K +1,181 New
CA
2429
Crewe Advisors
Utah
$257K -$209 -1 -0.1%
GLR
2430
Great Lakes Retirement
Ohio
$256K +$16.1K +77 +7%
TC
2431
Truvestments Capital
Florida
$255K +$370K +1,772 +177,200%
AW
2432
Alaethes Wealth
Nevada
$255K – – –
PMSA
2433
Patrick M. Sweeney & Associates
Illinois
$255K +$209 +1 +0.1%
MCM
2434
Mainstay Capital Management
Michigan
$254K +$243K +1,166 New
WFA
2435
WJ Financial Advisors
Connecticut
$253K +$626 +3 +0.3%
FCMA
2436
Foresight Capital Management Advisors
Michigan
$253K – – –
VFG
2437
Valley Financial Group
Pennsylvania
$253K +$5.43K +26 +2%
BCMLT
2438
Beacon Capital Management LLC (Tennessee)
Tennessee
$253K -$369K -1,766 -60%
SGK
2439
Steigerwald Gordon & Koch
Virginia
$252K – – –
PAM
2440
Peak Asset Management
Colorado
$252K +$241K +1,155 New
QFW
2441
QTR Family Wealth
Florida
$251K +$209 +1 +0.1%
SWA
2442
ShankerValleau Wealth Advisors
Illinois
$251K – – –
WPA
2443
West Paces Advisors
Georgia
$250K – – –
CG
2444
Cynosure Group
Utah
$250K +$240K +1,147 New
BMA
2445
Brooks Moore & Associates
Tennessee
$250K +$239K +1,146 New
PWMG
2446
Pinnacle Wealth Management Group
Michigan
$250K – – –
RCM
2447
RB Capital Management
Nevada
$249K +$239K +1,144 New
BF
2448
Blankinship & Foster
California
$249K – – –
VC
2449
Veracity Capital
Georgia
$249K -$5.01K -24 -2%
CF
2450
Carlson Financial
Oregon
$248K -$4.18K -20 -2%
96 97
98
99 100