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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
751
Laird Norton Wetherby Trust Company
Washington
$1.06M +$412 +3 +0%
BAM
752
Brave Asset Management
New Jersey
$1.05M – – –
TK
753
TIAA Kaspick
Massachusetts
$1.05M -$9.62K -70 -0.9%
ED
754
Exane Derivatives
France
$1.04M +$502K +3,655 +94%
CA
755
Cornerstone Advisory
Maryland
$1.03M +$15.7K +114 +2%
FMBTD
756
First Midwest Bank Trust Division
Illinois
$1.03M +$1.03M +7,470 New
GSWM
757
Golden State Wealth Management
California
$1.02M +$64.2K +467 +7%
PTP
758
Platform Technology Partners
New York
$1.02M +$1.02M +7,422 New
PWM
759
Perigon Wealth Management
California
$1.02M -$54.5K -397 -5%
ICP
760
Interchange Capital Partners
Pennsylvania
$1.01M -$3.79M -27,575 -79%
LFG
761
Larson Financial Group
Missouri
$1.01M -$3.71K -27 -0.4%
FPCP
762
Fort Point Capital Partners
California
$1.01M +$157K +1,140 +18%
AIA
763
AIMZ Investment Advisors
California
$1.01M +$41.2K +300 +4%
TC
764
Trust Company
Kansas
$1M – – –
TCM
765
Triumph Capital Management
Colorado
$1M +$998K +7,260 New
VCA
766
Verdence Capital Advisors
Maryland
$987K -$17.9K -130 -2%
SBH
767
Segall Bryant & Hamill
Illinois
$987K +$47.7K +347 +5%
CWM
768
Centric Wealth Management
Illinois
$978K -$263K -1,916 -21%
RWM
769
Ritholtz Wealth Management
New York
$976K -$25K -182 -2%
AWA
770
Alaska Wealth Advisors
Alaska
$974K – – –
FLPIM
771
F.L. Putnam Investment Management
Massachusetts
$973K +$368K +2,681 +61%
PCM
772
Parsons Capital Management
Rhode Island
$970K +$298K +2,171 +44%
NAG
773
Northstar Advisory Group
New Jersey
$967K -$13.5K -98 -1%
CFS
774
CRA Financial Services
New Jersey
$963K – – –
ODG
775
O'Dell Group
Ohio
$961K -$13.1K -95 -1%
29 30
31
32 33