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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
576
Watermark Asset Management
California
$225K -$30.3K -289 -12%
AP
577
Appleton Partners
Massachusetts
$224K – – –
ATFA
578
All Terrain Financial Advisors
Minnesota
$224K +$733 +7 +0.3%
ST
579
Spinnaker Trust
Maine
$223K +$225K +2,149 New
V
580
Veritable
Delaware
$222K – – –
WA1
581
Wimmer Associates 1
California
$222K – – –
UWPG
582
Ullmann Wealth Partners Group
Florida
$220K +$223K +2,128 New
IFAM
583
Institutional & Family Asset Management
Colorado
$219K +$12.1K +116 +6%
OSNBOA
584
Old Second National Bank of Aurora
Illinois
$218K -$53.1K -507 -19%
PAG
585
Private Advisory Group
Washington
$217K -$8.59K -82 -4%
FNB
586
Farmers National Bank
Kentucky
$216K – – –
AW
587
ACG Wealth
Georgia
$215K +$217K +2,074 New
GG
588
Greenwood Gearhart
Arkansas
$214K -$59.4K -567 -22%
MWAC
589
Mariner Wealth Advisors (Cincinnati)
Ohio
$213K -$5.65K -54 -3%
LIM
590
Leavell Investment Management
Alabama
$212K – – –
EFS
591
Essex Financial Services
Connecticut
$211K -$147K -1,404 -41%
FFW
592
Fusion Family Wealth
New York
$211K – – –
CIC
593
Carnegie Investment Counsel
Ohio
$210K +$202K +1,930 New
CWM
594
Connecticut Wealth Management
Connecticut
$209K -$120K -1,148 -36%
SKK
595
Shepherd Kaplan Krochuk
Massachusetts
$209K – – –
TFO
596
Tarbox Family Office
California
$208K -$8.48K -81 -4%
SF
597
Synovus Financial
Georgia
$207K – – –
CWM
598
Calamos Wealth Management
Illinois
$203K +$205K +1,956 New
DHFB
599
Dixon Hubard Feinour & Brown
Virginia
$201K -$1.39M -13,275 -87%
CW
600
Cobiz Wealth
Colorado
$201K -$2.62K -25 -1%
22 23
24
25 26