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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
2451
Cheviot Value Management
California
$562 -$362 -2 -40%
DAM
2452
Delta Asset Management
Tennessee
$373 – – –
SFCL
2453
Strengthening Families & Communities LLC
Massachusetts
$338 +$181 +1 New
HWM
2454
HighMark Wealth Management
Minnesota
$213 +$181 +1 New
N
2455
Natixis
France
$185 – – –
BCPWM
2456
Bradley & Co Private Wealth Management
Florida
$1 – – –
AAP
2457
Arax Advisory Partners
Colorado
– -$62.6M -276,615 Closed
CZI
2458
Chan Zuckerberg Initiative
California
– -$26.2M -147,963 Closed
SL
2459
Systelligence LLC
Minnesota
– -$15.9M -90,234 Closed
BHB
2460
Bank Hapoalim BM
Israel
– -$13.6M -79,000 Closed
VBWMG
2461
Von Berge Wealth Management Group
California
– -$10.6M -59,217 Closed
ACM
2462
AlphaStar Capital Management
North Carolina
– -$7.15M -40,444 Closed
OPAM
2463
Ocean Park Asset Management
California
– -$6.88M -39,800 Closed
VIA
2464
Victrix Investment Advisors
Florida
– -$4.26M -24,079 Closed
SWGC
2465
Summit Wealth Group (Colorado)
Colorado
– -$3.99M -22,429 Closed
SNWA
2466
Siligmueller & Norvid Wealth Advisors
Illinois
– -$3.91M -22,075 Closed
GHA
2467
Granite Harbor Advisors
Texas
– -$2.59M -14,628 Closed
PSFG
2468
Park Square Financial Group
Georgia
– -$2.18M -12,329 Closed
PSP
2469
Principal Street Partners
Tennessee
– -$509K -8,503 Closed
MPW
2470
MASECO Private Wealth
– -$1.42M -8,010 Closed
JF
2471
Jump Financial
Illinois
– -$1.3M -7,371 Closed
SCM
2472
Sollinda Capital Management
Florida
– -$1.27M -7,202 Closed
FAIM
2473
Financial Advocates Investment Management
Washington
– -$1.24M -7,020 Closed
EP
2474
Edgestream Partners
New Jersey
– -$963K -5,446 Closed
RW
2475
Rede Wealth
Virginia
– -$839K -4,749 Closed
97 98
99
100 101