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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
426
Tortoise Investment Management
New York
$12.4M +$910K +5,437 +8%
FAP
427
Financial Advisory Partners
Florida
$12.4M +$260K +1,552 +2%
WCM
428
Weaver Capital Management
Georgia
$12.4M +$109K +651 +0.9%
PP
429
Prudential plc
United Kingdom
$12.4M +$7.23M +43,190 +156%
NFC
430
Northeast Financial Consultants
Connecticut
$12.2M -$80.2K -479 -0.7%
SP
431
Symmetry Partners
Connecticut
$12.2M -$49.4M -295,199 -81%
CTC
432
Central Trust Company
Missouri
$12.1M +$10.5K +63 +0.1%
HB
433
Horizon Bancorp
Indiana
$12.1M -$626K -3,736 -5%
CM
434
Cercano Management
Washington
$12.1M +$11.6M +69,120 New
VWA
435
Visionary Wealth Advisors
Illinois
$12M -$594K -3,549 -5%
AG
436
Ascent Group
Virginia
$12M -$537K -3,208 -4%
OWA
437
Outlook Wealth Advisors
Texas
$12M +$267K +1,592 +2%
SCA
438
Snowden Capital Advisors
New York
$11.9M +$748K +4,467 +7%
SPC
439
Sigma Planning Corp
Michigan
$11.9M +$17.6K +105 +0.2%
DPI
440
Diversified Portfolios Inc
Michigan
$11.8M +$180K +1,075 +2%
CA
441
CGN Advisors
Kansas
$11.8M +$288K +1,722 +3%
DWS
442
Dynamic Wealth Strategies
California
$11.8M -$133K -792 -1%
AA
443
AJ Advisors
Tennessee
$11.8M +$262K +1,565 +2%
OCPWS
444
One Charles Private Wealth Services
Massachusetts
$11.7M +$412K +2,460 +4%
AP
445
Americana Partners
Texas
$11.7M – – –
5SA
446
5th Street Advisors
Connecticut
$11.6M +$818K +4,883 +8%
AA
447
Aire Advisors
California
$11.6M +$36.7K +219 +0.3%
BGAI
448
Bruce G. Allen Investments
Colorado
$11.6M -$38.7K -231 -0.3%
KCM
449
Kathmere Capital Management
Pennsylvania
$11.5M +$1.13M +6,754 +11%
CPRC
450
Consolidated Portfolio Review Corp
New York
$11.5M +$297K +1,774 +3%
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