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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
601
Freedom Investment Management
Connecticut
$206K -$2.34M -21,762 -92%
BUB
602
BBVA USA Bancshares
Texas
$206K +$214K +1,998 New
IFAM
603
Institutional & Family Asset Management
Colorado
$205K +$214K +1,990 New
SF
604
Synovus Financial
Georgia
$205K +$214K +1,992 New
CW
605
Cobiz Wealth
Colorado
$202K – – –
LWAC
606
Laurel Wealth Advisors (California)
California
$202K +$210K +1,960 New
BEAM
607
Baker Ellis Asset Management
Washington
$193K +$8.05K +75 +4%
CCM
608
Cribstone Capital Management
Maine
$187K +$7.51K +70 +4%
KCPG
609
Kavar Capital Partners Group
Kansas
$186K +$193K +1,799 New
ACM
610
Armbruster Capital Management
New York
$180K -$64.2K -598 -26%
HWP
611
Hefty Wealth Partners
Indiana
$174K -$38.1K -355 -17%
RWM
612
Raffa Wealth Management
District of Columbia
$172K +$1.07K +10 +0.6%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K – – –
MWM
614
MinichMacGregor Wealth Management
New York
$169K -$1.07K -10 -0.6%
ADL
615
Asset Dedication LLC
California
$168K +$129K +1,202 +281%
LA
616
Legacy Advisors
Pennsylvania
$164K – – –
SWM
617
SeaCrest Wealth Management
New York
$150K – – –
JCM
618
Jacobi Capital Management
Pennsylvania
$148K +$63.6K +592 +68%
KF
619
Krilogy Financial
Missouri
$146K +$751 +7 +0.5%
HCM
620
Highlander Capital Management
New Jersey
$141K +$21.5K +200 +17%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$140K – – –
WTB
622
Washington Trust Bank
Washington
$140K +$84.8K +790 +139%
GEA
623
Glen Eagle Advisors
New Jersey
$136K – – –
OC
624
Oakworth Capital
Alabama
$130K – – –
AIM
625
Acropolis Investment Management
Missouri
$126K – – –
23 24
25
26 27