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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
226
Ballentine Partners
Massachusetts
$2.96M – – –
CB
227
Commerce Bank
Missouri
$2.95M +$1.07M +9,998 +54%
CTC
228
Central Trust Company
Missouri
$2.94M -$196K -1,829 -6%
PA
229
Probity Advisors
Texas
$2.93M -$2.48M -23,089 -45%
SWM
230
Segment Wealth Management
Texas
$2.87M -$36.5K -340 -1%
AWM
231
Altium Wealth Management
New York
$2.87M +$148K +1,374 +5%
LFPWM
232
Leicht Financial Planning & Wealth Management
New Jersey
$2.87M -$1.01M -9,409 -25%
WLIM
233
White Lighthouse Investment Management
Massachusetts
$2.87M +$103K +964 +4%
TYCC
234
Texas Yale Capital Corp
Florida
$2.8M +$214K +1,990 +8%
SWP
235
Stratos Wealth Partners
Ohio
$2.8M +$518K +4,823 +22%
FHC
236
First Heartland Consultants
Missouri
$2.79M +$633K +5,894 +28%
SIAS
237
Shine Investment Advisory Services
Colorado
$2.76M – – –
ASN
238
Advisory Services Network
Georgia
$2.76M +$386K +3,600 +16%
F
239
F3Logic
Minnesota
$2.76M +$2.87M +26,721 New
CG
240
Colony Group
Massachusetts
$2.74M -$657K -6,117 -19%
PA
241
Paracle Advisors
Washington
$2.69M -$23.1K -215 -0.8%
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$2.67M -$17.2K -160 -0.6%
CAL
243
Capital Advisors Ltd
Ohio
$2.64M +$165K +1,539 +6%
NFG
244
Next Financial Group
Texas
$2.63M +$2.73M +25,456 New
TCM
245
Twin Capital Management
Pennsylvania
$2.63M +$2.73M +25,460 New
WA
246
Wilshire Advisors
California
$2.63M +$2.73M +25,460 New
CB
247
Cadence Bank
Mississippi
$2.59M +$11.4K +106 +0.4%
CCWA
248
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.57M +$101K +939 +4%
HNB
249
Huntington National Bank
Ohio
$2.57M – – –
HCC
250
Hirtle Callaghan & Co
Pennsylvania
$2.55M +$2.34M +21,796 +748%
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