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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
2451
South Plains Financial
Texas
$193K +$190K +1,010 New
QC
2452
Quent Capital
New York
$187K +$11.3K +60 +7%
AG
2453
AmeriFlex Group
Nevada
$187K -$154K -817 -46%
PIA
2454
Powell Investment Advisors
Florida
$186K – – –
HPC
2455
HM Payson & Co
Maine
$184K – – –
HHGA
2456
Halbert Hargrove Global Advisors
California
$177K +$72.4K +385 +71%
MWPCG
2457
Measured Wealth Private Client Group
New Hampshire
$176K – – –
MIA
2458
MeadowBrook Investment Advisors
Michigan
$176K – – –
DT
2459
DV Trading
Illinois
$172K +$169K +900 New
CFS
2460
Compass Financial Services
Iowa
$168K +$1.32K +7 +0.8%
GAFA
2461
Garton & Associates Financial Advisors
Kentucky
$167K +$165K +875 New
BL
2462
BFSG LLC
California
$161K -$20.5K -109 -11%
WWM
2463
Wolff Wiese Magana
California
$160K +$19.9K +106 +14%
FNWA
2464
Financial Network Wealth Advisors
Utah
$158K +$188 +1 +0.1%
FFL
2465
Financial Freedom LLC
Ohio
$158K -$8.84K -47 -5%
RWS
2466
Retirement Wealth Solutions
Wisconsin
$158K +$564 +3 +0.4%
CRI
2467
Commonwealth Retirement Investments
Virginia
$155K +$152K +810 New
CMP
2468
Coston McIsaac & Partners
Maine
$150K +$1.32K +7 +0.9%
CFM
2469
Cornerstone Financial Management
Massachusetts
$150K +$148K +785 New
VWA
2470
Valued Wealth Advisors
Utah
$150K – – –
EWM
2471
EPG Wealth Management
Georgia
$147K +$1.32K +7 +0.9%
CHC
2472
City Holding Co
West Virginia
$143K – – –
OCM
2473
Osbon Capital Management
Massachusetts
$139K +$137K +726 New
MFC
2474
Morris Financial Concepts
South Carolina
$139K – – –
RAM
2475
Reflection Asset Management
South Carolina
$137K +$133K +705 New
97 98
99
100 101