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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Segment Wealth Management
Texas
$3.05M +$17K +119 +0.6%
CFA
602
CWS Financial Advisors
Michigan
$3.03M +$2.94M +20,619 New
CSIA
603
Conrad Siegel Investment Advisors
Pennsylvania
$3.02M +$3.11M +21,784 New
BST
604
Bath Savings Trust
Maine
$3.01M +$197K +1,377 +7%
FA
605
Forefront Analytics
Pennsylvania
$2.99M +$228K +1,598 +9%
GLA
606
Great Lakes Advisors
Illinois
$2.98M +$148K +1,035 +5%
FT
607
Fiduciary Trust
Massachusetts
$2.96M – – –
DWT
608
Dorsey & Whitney Trust
South Dakota
$2.95M +$161K +1,130 +6%
APG
609
Abacus Planning Group
South Carolina
$2.94M +$52.3K +366 +2%
LC
610
Lindbrook Capital
California
$2.93M +$2.45M +17,149 +625%
IP
611
Intellectus Partners
California
$2.92M -$92.7K -649 -3%
NOI
612
Newton One Investments
Delaware
$2.92M +$148K +1,034 +6%
CAG
613
Csenge Advisory Group
Florida
$2.9M -$5.28K -37 -0.2%
SFP
614
Strategic Financial Partners
Oregon
$2.85M -$20.6K -144 -0.7%
WIA
615
World Investment Advisors
California
$2.85M +$1.55M +10,853 +127%
VWM
616
Valley Wealth Managers
New Jersey
$2.85M +$115K +807 +4%
SC
617
Stephens Consulting
Michigan
$2.83M +$2.75M +19,265 New
CAL
618
Capital Advisors Ltd
Ohio
$2.83M – – –
MA
619
Montag & Associates
Georgia
$2.82M +$41.6K +291 +2%
MCWS
620
McKinley Carter Wealth Services
West Virginia
$2.81M -$219K -1,536 -7%
LBC
621
Lawrence B. Cohen
$2.81M +$2.73M +19,100 New
SWA
622
SOA Wealth Advisors
New York
$2.79M -$14.7K -103 -0.5%
CAM
623
Carret Asset Management
New York
$2.79M – – –
SW
624
SVB Wealth
Massachusetts
$2.79M -$1.94M -13,579 -42%
IF
625
Intrua Financial
Texas
$2.77M +$275K +1,927 +11%
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