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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JMBA
2451
J. M. Brown & Associates
Oklahoma
$248K +$238K +1,138 New
SCM
2452
Shelton Capital Management
Colorado
$248K +$8.77K +42 +4%
OWM
2453
OneAscent Wealth Management
Alabama
$247K -$10.4K -50 -4%
CC
2454
Chicago Capital
Illinois
$246K – – –
FPCG
2455
Forum Private Client Group
Indiana
$246K – – –
RCA
2456
Resonant Capital Advisors
Wisconsin
$246K – – –
P
2457
Pandowealth
Georgia
$246K +$835 +4 +0.4%
AWM
2458
Aviso Wealth Management
Washington
$246K – – –
OWM
2459
Orgel Wealth Management
Wisconsin
$245K +$15.2K +73 +7%
LCS
2460
Levin Capital Strategies
New York
$245K – – –
HGWM
2461
Horst & Graben Wealth Management
Oregon
$245K – – –
OCA
2462
Optimus Capital Advisors
Texas
$245K +$235K +1,124 New
BFF
2463
Byrne Financial Freedom
Massachusetts
$245K +$235K +1,123 New
KOC
2464
Koss-Olinger Consulting
Florida
$244K -$4.76M -22,778 -95%
AWMNY
2465
Arcadia Wealth Management (New York)
New York
$243K +$1.88K +9 +0.8%
VR
2466
Valued Retirements
Texas
$243K – – –
SC
2467
Swan Capital
Florida
$243K +$233K +1,115 New
GBFP
2468
Golden Bell Financial Planning
Georgia
$243K +$1.04K +5 +0.5%
EAP
2469
Elevation Advisory Partners
Florida
$243K -$50.7K -243 -18%
TFP
2470
Traction Financial Partners
Wyoming
$243K -$90.8K -435 -28%
SP
2471
Stonebrook Private
Michigan
$243K – – –
SAS
2472
SMI Advisory Services
Indiana
$242K – – –
DFA
2473
Delta Financial Advisors
Louisiana
$242K – – –
HA
2474
Hyposwiss Advisors
$242K – – –
KWM
2475
KRM Wealth Management
Nevada
$241K – – –
97 98
99
100 101