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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMA
751
Roffman Miller Associates
Pennsylvania
$847K +$3.13K +25 +0.4%
FCA
752
FinTrust Capital Advisors
South Carolina
$837K -$34.5K -275 -4%
DIA
753
Dana Investment Advisors
Wisconsin
$829K +$541K +4,313 +217%
FPCP
754
Fort Point Capital Partners
California
$814K +$507K +4,045 +188%
FA
755
FC Advisory
Pennsylvania
$804K +$2.88K +23 +0.4%
WFPG
756
Waller Financial Planning Group
Ohio
$802K -$23.8K -190 -3%
WCM
757
Windsor Capital Management
Arizona
$794K +$878 +7 +0.1%
PSUF
758
People's United Financial
Connecticut
$778K +$80.6K +643 +12%
LFAS
759
Level Four Advisory Services
Texas
$767K +$162K +1,290 +28%
CCG
760
Chatham Capital Group
Georgia
$766K +$12.5K +100 +2%
NL
761
Navalign LLC
California
$765K +$729K +5,818 New
CA
762
Calton & Associates
Florida
$763K +$34.4K +274 +5%
MAM
763
Marotta Asset Management
Virginia
$763K -$15.3K -122 -2%
JWM
764
Jackson Wealth Management
Florida
$748K +$713K +5,689 New
IWA
765
Inspirion Wealth Advisors
Illinois
$739K -$8.53K -68 -1%
DJSG
766
D.J. St. Germain
Massachusetts
$734K +$32.2K +257 +5%
RFA
767
Reilly Financial Advisors
California
$732K +$396K +3,156 +131%
GGS
768
Galvin Gaustad & Stein
Arizona
$731K +$68.1K +543 +11%
FM
769
Foster & Motley
Ohio
$730K – – –
MGWM
770
Marks Group Wealth Management
Minnesota
$729K – – –
EWM
771
Executive Wealth Management
Michigan
$724K +$119K +947 +21%
OCPWS
772
One Charles Private Wealth Services
Massachusetts
$721K +$172K +1,369 +33%
LWM
773
Liberty Wealth Management
California
$718K – – –
DWM
774
Doyle Wealth Management
Florida
$715K -$32.1K -256 -4%
CIA
775
Capital Investment Advisors
Georgia
$715K +$80K +638 +13%
29 30
31
32 33