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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
776
PBMares Wealth Management
Virginia
$547K +$160K +1,425 +45%
CAM
777
Cozad Asset Management
Illinois
$545K – – –
NEPWA
778
New England Private Wealth Advisors
Massachusetts
$545K – – –
EWM
779
Executive Wealth Management
Michigan
$543K +$293K +2,607 +133%
IFWM
780
Institute for Wealth Management
Colorado
$541K +$206K +1,833 +68%
LFAS
781
Level Four Advisory Services
Texas
$540K -$33.5K -298 -6%
KFA
782
Kelleher Financial Advisors
New York
$538K -$57.6K -512 -10%
AF
783
Affiance Financial
Minnesota
$529K – – –
PP
784
Prudential plc
United Kingdom
$528K -$22.5K -200 -4%
RC
785
RegentAtlantic Capital
New Jersey
$526K +$53.6K +477 +12%
FC
786
Ferris Capital
Massachusetts
$525K – – –
SSB
787
Sandy Spring Bank
Maryland
$525K +$1.91K +17 +0.4%
TWA
788
TCI Wealth Advisors
Arizona
$522K +$4.5K +40 +0.9%
IWP
789
Icon Wealth Partners
Texas
$520K +$84.8K +754 +21%
CHA
790
Carmichael Hill & Associates
Maryland
$519K +$127K +1,133 +35%
PB
791
Pinnacle Bancorp
Nebraska
$515K +$94.2K +838 +24%
PFM
792
Parsec Financial Management
North Carolina
$514K -$177K -1,571 -27%
WA
793
Wealth Alliance
New York
$513K -$149K -1,329 -24%
PAMG
794
Patton Albertson Miller Group
Tennessee
$508K – – –
LIM
795
Leavell Investment Management
Alabama
$507K -$203K -1,807 -30%
EPWM
796
Essex Private Wealth Management
Massachusetts
$507K – – –
RWRC
797
R.W. Roge & Company
New York
$504K -$4.61K -41 -1%
ACM
798
Allred Capital Management
Texas
$503K -$4.05K -36 -0.8%
TI
799
Truepoint Inc
Ohio
$498K +$470K +4,184 New
SC
800
Scotia Capital
Ontario, Canada
$497K +$470K +4,178 New
30 31
32
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