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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$611K +$9.49M +84,380 +2,001%
GGS
752
Galvin Gaustad & Stein
Arizona
$597K +$564K +5,020 New
JWBC
753
J.W. Burns & Co
New York
$595K +$562K +5,000 New
CFSG
754
Community Financial Services Group
Vermont
$586K -$224K -1,995 -29%
RHBC
755
R.H. Bluestein & Co
Michigan
$584K -$5.06K -45 -0.9%
AWCI
756
Alpine Woods Capital Investors
New York
$583K – – –
PMFA
757
Plante Moran Financial Advisors
Michigan
$576K -$14.6K -130 -3%
CIA
758
Capital Investment Advisors
Georgia
$571K -$31.9K -284 -6%
CA
759
Cornerstone Advisory
Maryland
$570K +$32.5K +289 +6%
WP
760
WMS Partners
Maryland
$570K +$32.9K +293 +7%
CFA
761
CWS Financial Advisors
Michigan
$569K +$168K +1,495 +45%
GLA
762
Good Life Advisors
Pennsylvania
$568K +$18.4K +164 +4%
ODIJL
763
One Day In July LLC
Vermont
$568K +$24.8K +221 +5%
AIP
764
Almanack Investment Partners
Pennsylvania
$567K +$536K +4,769 New
AIFAIM
765
American Institute for Advanced Investment Management
Arizona
$566K +$5.62K +50 +1%
VCM
766
Versant Capital Management
Arizona
$565K -$19.7K -175 -4%
TSA
767
Tri-Star Advisors
Texas
$562K -$10.7K -95 -2%
CFN
768
Cordasco Financial Network
Florida
$562K – – –
LOPW
769
Live Oak Private Wealth
North Carolina
$556K +$82.6K +735 +19%
BFIM
770
Beese Fulmer Investment Management
Ohio
$552K -$26.4K -235 -5%
WA
771
WP Advisors
California
$552K -$2.25K -20 -0.4%
MIAS
772
Mason Investment Advisory Services
Virginia
$550K +$89.2K +793 +21%
CMBA
773
C.M. Bidwell & Associates
Hawaii
$549K +$115K +1,024 +29%
CSIC
774
Clifford Swan Investment Counsel
California
$548K -$333K -2,963 -39%
PFG
775
PAX Financial Group
Texas
$547K -$100K -890 -16%
29 30
31
32 33