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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
401
Park Avenue Securities
New York
$1.71M +$1.69M +15,273 New
UB
402
UMB Bank
Missouri
$1.7M -$135K -1,223 -7%
DWT
403
Dorsey & Whitney Trust
South Dakota
$1.66M +$1.65M +14,885 New
GVAG
404
Great Valley Advisor Group
Delaware
$1.66M +$15.6K +141 +1%
BF
405
BOK Financial
Oklahoma
$1.65M +$12.7K +115 +0.8%
WTFG
406
Wells Trecaso Financial Group
Ohio
$1.64M – – –
EGA
407
E&G Advisors
Texas
$1.62M -$2.21K -20 -0.1%
POIA
408
Pin Oak Investment Advisors
Texas
$1.6M – – –
MA
409
Mutual Advisors
Nebraska
$1.6M +$83K +750 +6%
HCM
410
Howland Capital Management
Massachusetts
$1.58M – – –
AWM
411
Altium Wealth Management
New York
$1.58M +$85.1K +769 +6%
CM
412
Columbus Macro
Pennsylvania
$1.57M +$940K +8,500 +152%
CAG
413
Csenge Advisory Group
Florida
$1.57M +$1.25M +11,319 +412%
GLA
414
Great Lakes Advisors
Illinois
$1.56M – – –
RFN
415
RDA Financial Network
Iowa
$1.55M +$207K +1,874 +16%
CCP
416
Corient Capital Partners
California
$1.54M -$9.96K -90 -0.6%
ACM
417
AUA Capital Management
Pennsylvania
$1.54M – – –
CAM
418
Carret Asset Management
New York
$1.53M +$112K +1,015 +8%
BUB
419
BBVA USA Bancshares
Texas
$1.52M +$4.31K +39 +0.3%
HB
420
Homrich & Berg
Georgia
$1.5M – – –
NSAM
421
North Star Asset Management
Wisconsin
$1.5M +$30.6K +277 +2%
PL
422
Plancorp LLC
Missouri
$1.48M +$61.8K +559 +4%
WP
423
WealthPLAN Partners
Nebraska
$1.45M -$9.62K -87 -0.7%
CBFP
424
Cedar Brook Financial Partners
Ohio
$1.44M -$47.6K -430 -3%
HSWM
425
Hubbell Strickland Wealth Management
Louisiana
$1.41M +$1.4M +12,622 New
15 16
17
18 19