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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JGC
501
J. Goldman & Co
New York
$857K +$849K +7,678 New
RIL
502
Rothschild Investment LLC
Illinois
$851K +$2.43K +22 +0.3%
BP
503
Broadleaf Partners
Ohio
$851K +$78.1K +706 +10%
NFG
504
Nations Financial Group
Iowa
$849K +$59K +533 +8%
LFAS
505
Level Four Advisory Services
Texas
$846K +$87.5K +791 +12%
OIA
506
OneDigital Investment Advisors
Kansas
$832K -$118K -1,063 -12%
MWM
507
Meridian Wealth Management
Kentucky
$824K +$17.4K +157 +2%
HTC
508
Haverford Trust Company
Pennsylvania
$821K -$93.8K -848 -10%
VFA
509
Valeo Financial Advisors
Indiana
$821K +$101K +916 +14%
S
510
SignatureFD
Georgia
$809K +$139K +1,261 +21%
FA
511
FCG Advisors
New Jersey
$807K +$13.6K +123 +2%
PGFC
512
Peapack-Gladstone Financial Corp
New Jersey
$806K +$10.3K +93 +1%
TAM
513
Tradition Asset Management
Virginia
$801K -$20.4K -184 -2%
DY
514
Dowling & Yahnke
California
$800K +$146K +1,321 +23%
MWM
515
Merriman Wealth Management
Washington
$799K -$71.8K -649 -8%
RT
516
Rockland Trust
Massachusetts
$793K +$807K +7,293 New
PAS
517
Partnervest Advisory Services
California
$791K +$376K +3,396 +92%
GT
518
Greenleaf Trust
Michigan
$790K +$20.1K +182 +3%
AF
519
Affiance Financial
Minnesota
$789K -$124K -1,124 -14%
IWP
520
Icon Wealth Partners
Texas
$789K -$332 -3 -0%
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$787K -$92K -832 -11%
AFM
522
Abbot Financial Management
Massachusetts
$776K +$5.53K +50 +0.7%
CWM
523
Connecticut Wealth Management
Connecticut
$775K +$67.3K +608 +10%
GSWM
524
Golden State Wealth Management
California
$774K +$37.6K +340 +5%
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$771K +$13.5K +122 +2%
19 20
21
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