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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
551
Garland Capital Management
Washington
$538K +$15.8K +150 +3%
VFA
552
Valeo Financial Advisors
Indiana
$537K -$284K -2,704 -33%
CS
553
Credit Suisse
Switzerland
$536K -$1.33M -12,684 -70%
AWS
554
AJ Wealth Strategies
New York
$535K – – –
CCM
555
Coe Capital Management
Illinois
$527K – – –
SA
556
Sunesis Advisors
Kansas
$525K +$563K +5,357 New
PMFA
557
Plante Moran Financial Advisors
Michigan
$524K +$241K +2,291 +75%
KPAG
558
KLS Professional Advisors Group
New York
$520K – – –
RIS
559
Retirement Income Solutions
Michigan
$517K – – –
TI
560
Truepoint Inc
Ohio
$517K +$249K +2,370 +81%
RA
561
RFG Advisory
Alabama
$508K +$27.3K +260 +5%
MAM
562
Meeder Asset Management
Ohio
$504K +$541K +5,146 New
AB
563
AT Bancorp
Iowa
$502K – – –
VCM
564
Versant Capital Management
Arizona
$494K -$26.1K -248 -5%
CM
565
Columbus Macro
Pennsylvania
$490K +$526K +5,000 New
GMA
566
Goldstein Munger & Associates
California
$485K +$30.5K +290 +6%
ESB
567
Essex Savings Bank
Connecticut
$485K +$520K +4,947 New
W
568
Wealthquest
Ohio
$485K +$521K +4,952 New
LFS
569
Lutz Financial Services
Nebraska
$484K +$186K +1,770 +56%
FNBT
570
FineMark National Bank & Trust
Florida
$482K +$60.5K +575 +13%
BCP
571
Berkeley Capital Partners
Georgia
$480K +$19.4K +184 +4%
CFN
572
Cordasco Financial Network
Florida
$479K +$17.4K +165 +3%
NIC
573
Northwest Investment Counselors
Oregon
$475K -$36.3K -345 -7%
NEPWA
574
New England Private Wealth Advisors
Massachusetts
$474K +$4.84K +46 +1%
FA
575
FC Advisory
Pennsylvania
$472K +$3.26K +31 +0.6%
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