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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
F
651
Filament
Washington
$411K – – –
PA
652
Pinnacle Associates
New York
$411K +$111 +1 +0%
AWM
653
Aevitas Wealth Management
Massachusetts
$411K +$1.99K +18 +0.5%
BWM
654
Baystate Wealth Management
Massachusetts
$409K +$4.31K +39 +1%
JCM
655
Jacobi Capital Management
Pennsylvania
$408K -$258K -2,334 -39%
CIC
656
Carnegie Investment Counsel
Ohio
$408K +$10.1K +91 +3%
GKWIM
657
Gerber Kawasaki Wealth & Investment Management
California
$406K +$14.9K +135 +4%
WIA
658
Wealthstreet Investment Advisors
Texas
$393K -$871K -7,876 -70%
EWA
659
ERTS Wealth Advisors
Michigan
$388K -$11.1K -100 -3%
IFAM
660
Institutional & Family Asset Management
Colorado
$385K +$60.8K +550 +19%
CA
661
Continuum Advisory
Idaho
$384K -$3.76K -34 -1%
CS
662
Credit Suisse
Switzerland
$376K -$5.17M -46,778 -93%
BAS
663
Brown Advisory Securities
Maryland
$376K – – –
VM
664
VPR Management
Texas
$374K – – –
WP
665
WealthShield Partners
North Carolina
$373K +$25.6K +231 +7%
PWS
666
Paragon Wealth Strategies
Florida
$373K +$53.8K +486 +17%
CCA
667
Checchi Capital Advisers
California
$370K +$367K +3,314 New
HCMT
668
Highland Capital Management (Tennessee)
Tennessee
$368K +$365K +3,300 New
WS
669
Wedbush Securities
California
$366K -$27.8K -251 -7%
SS
670
Sunbelt Securities
Texas
$366K +$50.7K +458 +16%
CPO
671
Cerity Partners OCIO
New York
$364K +$19.4K +175 +6%
TCM
672
Telos Capital Management
California
$364K +$32.5K +294 +10%
RWM
673
Ritholtz Wealth Management
New York
$358K +$21.8K +197 +7%
CIA
674
Capital Investment Advisors
Georgia
$357K -$3.32K -30 -0.9%
EWM
675
Executive Wealth Management
Michigan
$354K -$1.88K -17 -0.5%
25 26
27
28 29