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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
701
McNamara Financial Services
Massachusetts
$282K -$6.77K -62 -2%
GPA
702
Garrison Point Advisors
California
$280K – – –
WCG
703
Weaver Consulting Group
California
$279K -$42.6K -390 -13%
ICM
704
IMS Capital Management
Oregon
$278K – – –
NWS
705
Newport Wealth Strategies
California
$278K – – –
HPWM
706
Highland Private Wealth Management
Washington
$274K +$269K +2,467 New
CMO
707
Covenant Multifamily Offices
Texas
$273K -$69.1K -633 -17%
BW
708
Bison Wealth
Georgia
$272K – – –
HPC
709
Hobart Private Capital
North Carolina
$271K -$5.6M -51,300 -95%
VWM
710
Venturi Wealth Management
Texas
$270K +$266K +2,437 New
FNBOMD
711
First National Bank of Mount Dora
Florida
$267K – – –
BS
712
Boenning & Scattergood
Pennsylvania
$266K +$16.4K +150 +7%
CAG
713
Crestwood Advisors Group
Massachusetts
$263K – – –
PWM
714
PRW Wealth Management
Massachusetts
$263K – – –
BA
715
Boston Advisors
Massachusetts
$262K – – –
SFFS
716
Stonehage Fleming Financial Services
Jersey
$262K – – –
MIP
717
Marietta Investment Partners
Wisconsin
$260K +$255K +2,340 New
KFA
718
Kelleher Financial Advisors
New York
$260K +$256K +2,346 New
SFS
719
Summit Financial Strategies
Ohio
$259K – – –
RFA
720
Reilly Financial Advisors
California
$259K +$57.4K +526 +29%
OCM
721
One Capital Management
California
$258K -$42.3K -387 -14%
TFGT
722
TS Financial Group (TSFG)
Illinois
$258K +$8.84K +81 +4%
SAM
723
Summit Asset Management
Tennessee
$257K – – –
HH
724
Hilltop Holdings
Texas
$257K +$218 +2 +0.1%
CW
725
Cobiz Wealth
Colorado
$257K +$253K +2,320 New
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