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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
651
McNamara Financial Services
Massachusetts
$293K – – –
IFAM
652
Institutional & Family Asset Management
Colorado
$290K -$8.63K -82 -3%
TF
653
Tompkins Financial
New York
$289K -$2.84K -27 -0.9%
FNBOO
654
First National Bank of Omaha
Nebraska
$286K +$307K +2,923 New
DAC
655
Dividend Assets Capital
South Carolina
$283K – – –
SFG
656
SNS Financial Group
Minnesota
$281K +$2.42K +23 +0.8%
LIM
657
Leavell Investment Management
Alabama
$280K +$86.2K +820 +40%
LA
658
Legacy Advisors
Pennsylvania
$279K +$134K +1,273 +81%
B
659
Bridgeworth
Alabama
$278K +$432K +4,103 +86%
WS
660
Wedbush Securities
California
$271K +$25.7K +244 +10%
DE
661
Day & Ennis
Georgia
$271K +$52.6K +500 +22%
RFO
662
RiverGlades Family Offices
Florida
$271K +$291K +2,763 New
GPA
663
Garrison Point Advisors
California
$270K +$290K +2,759 New
BPA
664
Beacon Pointe Advisors
California
$269K +$289K +2,743 New
OCM
665
One Capital Management
California
$266K +$31.9K +303 +13%
TAM
666
Tocqueville Asset Management
New York
$263K +$631 +6 +0.2%
RF
667
RHS Financial
California
$262K +$282K +2,678 New
P
668
Pitcairn
Pennsylvania
$260K -$9.57K -91 -3%
CAG
669
Csenge Advisory Group
Florida
$260K +$244K +2,324 +684%
LGWM
670
Litman Gregory Wealth Management
California
$259K +$279K +2,648 New
ONST
671
Old North State Trust
North Carolina
$258K -$9.99K -95 -3%
SC
672
SouthState Corp
Florida
$258K +$2.21K +21 +0.8%
GG
673
GenWealth Group
New Jersey
$256K – – –
FBFS
674
First Business Financial Services
Wisconsin
$256K +$275K +2,614 New
BAM
675
Berkshire Asset Management
Pennsylvania
$255K +$10.7K +102 +4%
25 26
27
28 29