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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
726
Mayflower Financial Advisors
Massachusetts
$1.18M -$2.75K -20 -0.2%
IFWM
727
Institute for Wealth Management
Colorado
$1.18M +$147K +1,068 +14%
RHBC
728
R.H. Bluestein & Co
Michigan
$1.18M +$501K +3,645 +74%
AIA
729
Alera Investment Advisors
Illinois
$1.18M -$345K -2,512 -23%
PFPT
730
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.17M +$64.6K +470 +6%
PMAS
731
PNC Managed Account Solutions
Texas
$1.17M +$1.17M +8,538 New
PWA
732
Pinnacle Wealth Advisors
Tennessee
$1.17M +$1.17M +8,545 New
BP
733
Broadleaf Partners
Ohio
$1.16M -$11.3K -82 -1%
AL
734
ADE LLC
Maryland
$1.15M +$275 +2 +0%
BC
735
Burleson & Co
California
$1.13M -$321K -2,333 -22%
JCM
736
Jacobi Capital Management
Pennsylvania
$1.12M -$4.95K -36 -0.4%
SMA
737
Sage Mountain Advisors
Georgia
$1.11M +$88.1K +641 +9%
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M +$132K +964 +14%
GTAM
739
Global Trust Asset Management
Florida
$1.11M +$66.5K +484 +6%
JSL
740
JT Stratford LLC
Georgia
$1.11M +$30.1K +219 +3%
TC
741
Toews Corporation
New Jersey
$1.11M -$134K -976 -11%
PP
742
Prosperity Planning
Missouri
$1.1M -$1.11M -8,054 Closed
RGC
743
Roberts, Glore & Co
Illinois
$1.1M -$50.2K -365 -4%
KFA
744
Kelleher Financial Advisors
New York
$1.09M -$653K -4,755 -37%
TA
745
TrueWealth Advisors
Alabama
$1.08M +$53.3K +388 +5%
BIA
746
Barry Investment Advisors
Massachusetts
$1.07M -$39.6K -288 -4%
HH
747
Hilltop Holdings
Texas
$1.07M +$54.1K +394 +5%
MAG
748
Mayfair Advisory Group
Alabama
$1.07M +$72.4K +527 +7%
HCIA
749
Hochman Cole Investment Advisors
Illinois
$1.06M -$10.3K -75 -1%
MWM
750
Meridian Wealth Management
Kentucky
$1.06M +$14.6K +106 +1%
28 29
30
31 32