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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
726
Chatham Capital Group
Georgia
$682K +$644K +5,730 New
DWM
727
Doyle Wealth Management
Florida
$677K -$4.5K -40 -0.7%
IWA
728
Inspirion Wealth Advisors
Illinois
$677K +$8.54K +76 +1%
VFIC
729
Valley Forge Investment Consultants
Pennsylvania
$672K +$635K +5,645 New
B
730
Bridgeworth
Alabama
$670K -$22.5K -200 -3%
FM
731
Foster & Motley
Ohio
$660K +$1.69K +15 +0.3%
MGWM
732
Marks Group Wealth Management
Minnesota
$660K +$40K +356 +7%
CA
733
Calton & Associates
Florida
$658K -$282K -2,507 -31%
FANJ
734
Financial Architects (New Jersey)
New Jersey
$652K +$223K +1,981 +57%
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$646K -$151K -1,340 -20%
RWM
736
Ritholtz Wealth Management
New York
$644K +$81.7K +727 +16%
DSC
737
Duncker Streett & Co
Missouri
$640K +$142K +1,266 +31%
SAM
738
Silvercrest Asset Management
New York
$636K -$90.8K -808 -13%
IFAM
739
Institutional & Family Asset Management
Colorado
$636K +$166K +1,475 +38%
MJRIC
740
Mogy Joel R Investment Counsel
California
$634K -$16K -142 -3%
DJSG
741
D.J. St. Germain
Massachusetts
$634K +$12K +107 +2%
PSUF
742
People's United Financial
Connecticut
$628K -$4.16K -37 -0.7%
OAM
743
Optimal Asset Management
California
$628K +$593K +5,276 New
PFGIA
744
Patriot Financial Group Insurance Agency
Massachusetts
$626K +$88.5K +787 +18%
BDF
745
Balasa Dinverno & Foltz
$623K +$32.3K +287 +6%
LNWTC
746
Laird Norton Wetherby Trust Company
Washington
$623K +$589K +5,242 New
RIS
747
Retirement Income Solutions
Michigan
$621K – – –
FMWA
748
Forvis Mazars Wealth Advisors
Missouri
$620K +$586K +5,209 New
GCM
749
Garland Capital Management
Washington
$618K +$14.5K +129 +3%
GT
750
Greenleaf Trust
Michigan
$616K -$19.7K -175 -3%
28 29
30
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