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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
676
Cordasco Financial Network
Florida
$494K – – –
FFG
677
Frisch Financial Group
New York
$494K – – –
AIFAIM
678
American Institute for Advanced Investment Management
Arizona
$492K +$142K +1,357 +41%
RWM
679
Ritholtz Wealth Management
New York
$489K +$45.2K +431 +10%
MPM
680
Meritage Portfolio Management
Kansas
$488K -$1.23M -11,764 -72%
WA
681
WP Advisors
California
$487K +$13.4K +128 +3%
PP
682
Prudential plc
United Kingdom
$485K -$31.4K -300 -6%
GLA
683
Good Life Advisors
Pennsylvania
$484K -$3.67K -35 -0.7%
CAM
684
Cozad Asset Management
Illinois
$479K – – –
NEPWA
685
New England Private Wealth Advisors
Massachusetts
$479K – – –
ANTB
686
AMG National Trust Bank
Colorado
$477K +$1.57K +15 +0.3%
ODIJL
687
One Day In July LLC
Vermont
$476K +$103K +983 +28%
PCP
688
Proficio Capital Partners
Massachusetts
$474K -$657K -6,270 -58%
CA
689
Cornerstone Advisory
Maryland
$470K -$37.6K -359 -7%
REMPR
690
Roof Eidam Maycock Peralta (REMP)
California
$470K – – –
WP
691
WMS Partners
Maryland
$470K +$838 +8 +0.2%
RCA
692
Ranch Capital Advisors
Florida
$469K -$5.13K -49 -1%
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
$468K +$7.13K +68 +2%
RWRC
694
R.W. Roge & Company
New York
$467K -$31.2K -298 -7%
MS
695
Madden Securities
Texas
$467K – – –
AF
696
Affiance Financial
Minnesota
$465K -$2.41K -23 -0.5%
DE
697
Day & Ennis
Georgia
$465K +$2.1K +20 +0.5%
SA
698
Sunesis Advisors
Kansas
$464K – – –
FC
699
Ferris Capital
Massachusetts
$461K – – –
SSB
700
Sandy Spring Bank
Maryland
$460K +$2.2K +21 +0.5%
26 27
28
29 30