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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
526
WoodTrust Financial
Wisconsin
$304K – – –
SC
527
SouthState Corp
Florida
$303K – – –
MCM
528
MAI Capital Management
Ohio
$302K -$4.29K -41 -1%
NG
529
Northstar Group
New York
$301K +$21.1K +202 +7%
SFG
530
SNS Financial Group
Minnesota
$300K -$35.9K -343 -11%
CIM
531
Cambria Investment Management
California
$300K -$105 -1 -0%
ACI
532
Alpha Cubed Investments
California
$291K – – –
RJT
533
Raymond James Trust
Florida
$291K +$293K +2,800 New
OC
534
Oppenheimer & Co
New York
$289K +$42K +401 +17%
BRC
535
Bell Rock Capital
Delaware
$284K -$15.7K -150 -5%
TWA
536
TCI Wealth Advisors
Arizona
$280K -$61.8K -590 -18%
TAM
537
Tocqueville Asset Management
New York
$278K +$314 +3 +0.1%
TI
538
Truepoint Inc
Ohio
$278K +$241K +2,299 +608%
IP
539
Intellectus Partners
California
$277K +$165K +1,579 +144%
MFS
540
McNamara Financial Services
Massachusetts
$275K -$24.7K -236 -8%
BCWM
541
Blue Chip Wealth Management
Florida
$273K – – –
GG
542
GenWealth Group
New Jersey
$271K +$45.1K +431 +20%
OCM
543
Orser Capital Management
Texas
$270K – – –
CAMG
544
CWA Asset Management Group
Florida
$268K +$13.4K +128 +5%
FCH
545
Freestone Capital Holdings
Washington
$266K +$1.57K +15 +0.6%
TCM
546
Twele Capital Management
Minnesota
$264K – – –
FM
547
Foster & Motley
Ohio
$262K +$1.68K +16 +0.6%
ICM
548
IMS Capital Management
Oregon
$261K – – –
BAM
549
Berkshire Asset Management
Pennsylvania
$260K +$262K +2,500 New
FNBOMD
550
First National Bank of Mount Dora
Florida
$250K – – –
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