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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
Becker Capital Management
Oregon
$488K – – –
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$485K -$47.5K -568 -9%
EWM
303
Evercore Wealth Management
New York
$479K – – –
IWA
304
Inspirion Wealth Advisors
Illinois
$471K +$334 +4 +0.1%
GS
305
Girard Securities
California
$471K +$43.1K +515 +10%
RFC
306
Regions Financial Corp
Alabama
$467K – – –
EFS
307
Edelman Financial Services
Virginia
$464K +$30K +359 +7%
HB
308
Homrich & Berg
Georgia
$463K -$3.01K -36 -0.7%
AC
309
Alexandria Capital
Virginia
$453K +$6.77K +81 +2%
BFIM
310
Beese Fulmer Investment Management
Ohio
$450K +$20.7K +247 +5%
DY
311
Dowling & Yahnke
California
$441K +$84 +1 +0%
ACM
312
Argentus Capital Management
Texas
$437K -$324K -3,877 -43%
RMAM
313
Raab & Moskowitz Asset Management
New Jersey
$432K +$148K +1,774 +54%
TWA
314
TCI Wealth Advisors
Arizona
$420K -$1K -12 -0.2%
GT
315
Greenleaf Trust
Michigan
$420K – – –
CA
316
Cornerstone Advisory
Maryland
$408K -$5.02K -60 -1%
BFA
317
Beaumont Financial Advisors
Massachusetts
$391K +$385K +4,603 New
SWP
318
Stratos Wealth Partners
Ohio
$390K -$16.1K -193 -4%
MC
319
Mathes Company
New York
$379K -$16.7K -200 -4%
VV
320
Valentine Ventures
Oregon
$378K +$4.51K +54 +1%
CCM
321
Coe Capital Management
Illinois
$375K +$13.8K +165 +4%
SBH
322
Segall Bryant & Hamill
Illinois
$374K – – –
NEPWA
323
New England Private Wealth Advisors
Massachusetts
$369K +$1.34K +16 +0.4%
UFA
324
US Financial Advisors
Massachusetts
$366K – – –
BCM
325
Brookstone Capital Management
Illinois
$363K +$357K +4,274 New
11 12
13
14 15