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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
751
American Institute for Advanced Investment Management
Arizona
$294K -$70.2K -640 -16%
CPO
752
Cerity Partners OCIO
New York
$294K +$658 +6 +0.2%
CBT
753
Capital Bank & Trust
California
$294K +$362K +3,303 New
PPW
754
Parcion Private Wealth
Washington
$294K +$362K +3,303 New
WA
755
Winfield Associates
Ohio
$293K -$413K -3,760 -53%
1WA
756
180 Wealth Advisors
Washington
$292K +$29.6K +270 +9%
WAG
757
Winthrop Advisory Group
Massachusetts
$291K +$2.3K +21 +0.6%
PWM
758
PBMares Wealth Management
Virginia
$290K +$65K +592 +22%
OCM
759
One Capital Management
California
$289K +$101K +921 +40%
CCA
760
Checchi Capital Advisers
California
$287K -$10.5K -96 -3%
F
761
Filament
Washington
$286K -$51.4K -468 -13%
HFA
762
Hoover Financial Advisors
Pennsylvania
$285K -$2.63K -24 -0.7%
BS
763
Boenning & Scattergood
Pennsylvania
$284K +$21.4K +195 +7%
CMO
764
Covenant Multifamily Offices
Texas
$280K -$1.48M -13,498 -81%
LFPWM
765
Leicht Financial Planning & Wealth Management
New Jersey
$278K -$288K -2,625 -46%
LC
766
Lincoln Capital
Nebraska
$278K +$47.4K +432 +16%
MC
767
Mathes Company
New York
$277K – – –
FNT
768
First National Trust
Pennsylvania
$276K – – –
PWP
769
Principle Wealth Partners
Connecticut
$275K -$228K -2,080 -40%
CWM
770
Centric Wealth Management
Illinois
$274K +$54.1K +493 +24%
ATPW
771
Ashton Thomas Private Wealth
Arizona
$271K -$15.8K -144 -5%
AF
772
Apexium Financial
Texas
$268K -$270K -2,458 -45%
FG
773
Fiduciary Group
Georgia
$268K – – –
RWM
774
RKL Wealth Management
Pennsylvania
$268K – – –
ST
775
Smithfield Trust
Pennsylvania
$265K – – –
29 30
31
32 33