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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
501
Leavell Investment Management
Alabama
$204K +$200K +2,040 New
WB
502
Webster Bank
Connecticut
$201K – – –
CW
503
Cobiz Wealth
Colorado
$200K -$28.7K -293 -13%
HPC
504
HM Payson & Co
Maine
$200K -$22.2K -227 -10%
LC
505
Landaas & Company
Wisconsin
$188K +$184K +1,880 New
BEAM
506
Baker Ellis Asset Management
Washington
$179K +$391 +4 +0.2%
LNB
507
Ledyard National Bank
$175K – – –
ACM
508
Armbruster Capital Management
New York
$174K +$36.7K +375 +27%
MWM
509
MinichMacGregor Wealth Management
New York
$165K -$32.1K -328 -17%
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K – – –
RWM
511
Raffa Wealth Management
District of Columbia
$164K +$1.08K +11 +0.7%
LA
512
Legacy Advisors
Pennsylvania
$157K – – –
NFG
513
Next Financial Group
Texas
$153K -$156K -1,589 -51%
IFA
514
Interactive Financial Advisors
Illinois
$150K +$22.4K +229 +18%
SPIA
515
Steward Partners Investment Advisory
New York
$148K -$38.1K -389 -21%
KF
516
Krilogy Financial
Missouri
$146K -$12.7K -130 -8%
PSW
517
Portfolio Strategies (Washington)
Washington
$144K -$82.8K -846 -37%
AF
518
Allworth Financial
California
$136K – – –
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$136K – – –
OC
520
Oakworth Capital
Alabama
$123K – – –
GEA
521
Glen Eagle Advisors
New Jersey
$119K -$57.8K -591 -33%
VFA
522
Valeo Financial Advisors
Indiana
$116K +$114K +1,160 New
BWM
523
Baystate Wealth Management
Massachusetts
$114K +$67.5K +690 +158%
IP
524
Intellectus Partners
California
$109K +$23.6K +241 +28%
ABFS
525
Appropriate Balance Financial Services
Washington
$106K +$58.5K +598 +6%
19 20
21
22 23