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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
576
Flagship Harbor Advisors
Massachusetts
$1.96M +$49.3K +393 +3%
DI
577
Disciplined Investments
Oklahoma
$1.94M +$33.9K +270 +2%
HWM
578
Howard Wealth Management
Connecticut
$1.92M +$69.7K +556 +4%
SL
579
SWMG LLC
Texas
$1.92M -$50.4K -402 -3%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$1.9M – – –
GCP
581
Gill Capital Partners
Colorado
$1.9M +$701K +5,594 +63%
POIA
582
Pin Oak Investment Advisors
Texas
$1.89M – – –
GMA
583
Goldstein Munger & Associates
California
$1.88M +$25.1K +200 +1%
RA
584
RFG Advisory
Alabama
$1.86M +$345K +2,748 +24%
MAS
585
Madden Advisory Services
Florida
$1.86M +$315K +2,515 +22%
BWM
586
Birchcreek Wealth Management
Ohio
$1.84M -$83.6K -667 -5%
5L
587
55I LLC
Massachusetts
$1.83M +$273K +2,179 +19%
VFA
588
Valeo Financial Advisors
Indiana
$1.81M +$628K +5,013 +57%
SEP
589
Southland Equity Partners
Missouri
$1.81M -$15.5K -124 -0.9%
RF
590
Rollins Financial
Georgia
$1.81M +$9.28K +74 +0.5%
EFL
591
ERn Financial LLC
Wisconsin
$1.79M -$8.9K -71 -0.5%
RPG
592
Resource Planning Group
Georgia
$1.79M +$316K +2,519 +23%
MCM
593
MV Capital Management
Maryland
$1.76M – – –
AP
594
Advisor Partners
California
$1.76M – – –
MCM
595
MAI Capital Management
Ohio
$1.75M +$856K +6,826 +105%
OCM
596
Orser Capital Management
Texas
$1.75M +$1.67M +13,332 New
VAS
597
Vestmark Advisory Solutions
Massachusetts
$1.74M -$856K -6,829 -34%
UR
598
USCA RIA
Texas
$1.74M – – –
VA
599
Valmark Advisers
Ohio
$1.73M -$15K -120 -0.9%
SFPM
600
Sensible Financial Planning & Management
Massachusetts
$1.73M -$44.1K -352 -3%
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