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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
726
Weaver Consulting Group
California
$284K – – –
S
727
Surevest
California
$283K -$2.1K -19 -0.7%
GPA
728
Garrison Point Advisors
California
$282K – – –
ICM
729
IMS Capital Management
Oregon
$280K – – –
HSA
730
HBK Sorce Advisory
Pennsylvania
$275K +$273K +2,466 New
BW
731
Bison Wealth
Georgia
$274K – – –
CWM
732
Centric Wealth Management
Illinois
$274K +$280K +2,535 New
CAMG
733
CWA Asset Management Group
Florida
$273K -$42.8K -387 -14%
FANJ
734
Financial Architects (New Jersey)
New Jersey
$273K -$25.9K -234 -9%
CAG
735
Crestwood Advisors Group
Massachusetts
$273K +$9.07K +82 +3%
FNBOMD
736
First National Bank of Mount Dora
Florida
$269K – – –
BS
737
Boenning & Scattergood
Pennsylvania
$267K – – –
AIM
738
Acropolis Investment Management
Missouri
$267K +$264K +2,388 New
SFFS
739
Stonehage Fleming Financial Services
Jersey
$264K – – –
CRC
740
Curi RMB Capital
Illinois
$263K +$42.6K +385 +20%
FSWA
741
Financial Synergies Wealth Advisors
Texas
$262K +$11.8K +107 +5%
KFA
742
Kelleher Financial Advisors
New York
$261K – – –
MIP
743
Marietta Investment Partners
Wisconsin
$261K – – –
SFS
744
Summit Financial Strategies
Ohio
$261K – – –
OCM
745
One Capital Management
California
$260K – – –
SAM
746
Summit Asset Management
Tennessee
$258K – – –
IAMOG
747
Investors Asset Management of Georgia
Georgia
$257K – – –
FM
748
Foster & Motley
Ohio
$254K +$2.99K +27 +1%
BIA
749
Barry Investment Advisors
Massachusetts
$254K +$5.53K +50 +2%
WEC
750
Winslow Evans & Crocker
Massachusetts
$252K +$14.4K +130 +6%
28 29
30
31 32