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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
726
Investors Asset Management of Georgia
Georgia
$255K – – –
MIM
727
Moseley Investment Management
Florida
$255K +$109 +1 +0%
TAM
728
Tocqueville Asset Management
New York
$253K +$328 +3 +0.1%
SFP
729
Shepherd Financial Partners
Massachusetts
$252K +$1.09K +10 +0.4%
FM
730
Foster & Motley
Ohio
$249K +$1.64K +15 +0.7%
FSWA
731
Financial Synergies Wealth Advisors
Texas
$249K -$43.5K -398 -15%
CBT
732
Capital Bank & Trust
California
$248K +$244K +2,234 New
FLPIM
733
F.L. Putnam Investment Management
Massachusetts
$247K – – –
PA
734
PFG Advisors
Arizona
$247K +$238K +2,179 New
BIA
735
Barry Investment Advisors
Massachusetts
$247K +$243K +2,227 New
PCM
736
Parsons Capital Management
Rhode Island
$247K +$243K +2,228 New
BOS
737
Bingham Osborn & Scarborough
California
$246K -$116K -1,065 -32%
AWE
738
Avidian Wealth Enterprises
Texas
$244K +$29.8K +273 +14%
LFA
739
Landmark Financial Advisors
Kentucky
$240K +$237K +2,167 New
G
740
GenTrust
Florida
$238K – – –
TNBTD
741
Trustmark National Bank Trust Department
Mississippi
$237K -$10.2K -93 -4%
ST
742
Spinnaker Trust
Maine
$237K +$4.48K +41 +2%
BRC
743
Bell Rock Capital
Delaware
$236K -$3.38K -31 -1%
TCM
744
Twele Capital Management
Minnesota
$236K – – –
UWPG
745
Ullmann Wealth Partners Group
Florida
$236K – – –
WEC
746
Winslow Evans & Crocker
Massachusetts
$236K +$19.7K +180 +9%
PGA
747
Portland Global Advisors
Maine
$236K +$232K +2,126 New
PAG
748
Private Advisory Group
Washington
$232K -$7.97K -73 -3%
MBT
749
Montecito Bank & Trust
California
$232K +$23K +211 +11%
LC
750
Lincoln Capital
Nebraska
$230K +$227K +2,075 New
28 29
30
31 32