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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
651
Retirement Income Solutions
Michigan
$520K – – –
RHBC
652
R.H. Bluestein & Co
Michigan
$520K +$173K +1,760 +51%
MGWM
653
Marks Group Wealth Management
Minnesota
$517K +$8.73K +89 +2%
KFA
654
Kelleher Financial Advisors
New York
$517K +$25.5K +260 +5%
CIAS
655
Capital Investment Advisory Services
North Carolina
$505K -$151K -1,535 -23%
GCM
656
Garland Capital Management
Washington
$505K +$2.94K +30 +0.6%
LIA
657
LS Investment Advisors
Michigan
$498K -$177K -1,800 -26%
BFIM
658
Beese Fulmer Investment Management
Ohio
$496K – – –
CTA
659
Chesley Taft & Associates
Illinois
$495K +$41.7K +425 +9%
GM
660
GeoWealth Management
Illinois
$495K +$488K +4,976 New
FAM
661
Formidable Asset Management
Ohio
$494K +$91.1K +928 +23%
AACR
662
ACR Alpine Capital Research
Missouri
$494K +$162K +1,655 +50%
IC
663
IEQ Capital
California
$493K -$124K -1,263 -20%
BDF
664
Balasa Dinverno & Foltz
$492K -$123K -1,255 -20%
BCP
665
Berkeley Capital Partners
Georgia
$492K -$10K -102 -2%
PP
666
Prudential plc
United Kingdom
$492K +$78.5K +800 +19%
OWA
667
One Wealth Advisors
California
$490K -$670K -6,833 -58%
BFG
668
Bouchey Financial Group
New York
$489K -$6.48K -66 -1%
WP
669
WealthShield Partners
North Carolina
$489K +$115K +1,176 +32%
AWCI
670
Alpine Woods Capital Investors
New York
$488K – – –
CA
671
Cornerstone Advisory
Maryland
$484K -$1.44M -14,666 -75%
PBF
672
Petix & Botte Financial
California
$475K +$470K +4,788 +102%
FFG
673
Frisch Financial Group
New York
$471K -$60.1K -612 -11%
CFN
674
Cordasco Financial Network
Florida
$471K – – –
RCA
675
Ranch Capital Advisors
Florida
$470K -$1.48M -15,059 -77%
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