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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
Murphy Capital Management
New Jersey
$212K +$209K +1,916 New
RC
627
Roundview Capital
New Jersey
$212K +$209K +1,918 New
BOS
628
Bingham Osborn & Scarborough
California
$210K +$207K +1,893 New
VCAM
629
Van Cleef Asset Management
Ohio
$210K +$208K +1,900 New
LC
630
Landaas & Company
Wisconsin
$208K – – –
DWM
631
Dakota Wealth Management
Florida
$208K +$206K +1,883 New
WA1
632
Wimmer Associates 1
California
$207K -$29.5K -270 -13%
WBG
633
Wharton Business Group
Pennsylvania
$206K +$203K +1,858 New
GA
634
Gateway Advisory
New Jersey
$204K +$201K +1,840 New
FFWA
635
FRG Family Wealth Advisors
Washington
$203K +$200K +1,835 New
GT
636
Glenview Trust
Kentucky
$203K +$200K +1,835 New
TTWM
637
TCV Trust & Wealth Management
Virginia
$203K +$200K +1,835 New
KM
638
Kalos Management
Georgia
$200K +$200K +1,835 New
CCM
639
Cribstone Capital Management
Maine
$193K – – –
GEA
640
Glen Eagle Advisors
New Jersey
$190K – – –
MWPCG
641
Measured Wealth Private Client Group
New Hampshire
$187K +$185K +1,692 New
MCM
642
Mainstay Capital Management
Michigan
$186K +$183K +1,677 New
RWM
643
Raffa Wealth Management
District of Columbia
$186K – – –
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K – – –
PCA
645
Providence Capital Advisors
North Carolina
$179K +$177K +1,621 New
LA
646
Legacy Advisors
Pennsylvania
$175K – – –
ML
647
McAdam LLC
Pennsylvania
$174K +$38.1K +349 +29%
KF
648
Krilogy Financial
Missouri
$171K +$169K +1,545 New
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K +$84.4K +773 +105%
ADL
650
Asset Dedication LLC
California
$163K – – –
24 25
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