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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RMA
776
Roffman Miller Associates
Pennsylvania
$880K +$3.9K +28 +0.4%
DIA
777
Dana Investment Advisors
Wisconsin
$867K +$139 +1 +0%
EDRH
778
Edmond de Rothschild Holding
Switzerland
$865K +$2.09K +15 +0.2%
WFPG
779
Waller Financial Planning Group
Ohio
$843K – – –
ADL
780
Asset Dedication LLC
California
$842K +$262K +1,881 +43%
NB
781
Northwest Bancshares
Pennsylvania
$835K – – –
FPCP
782
Fort Point Capital Partners
California
$832K -$165K -1,185 -16%
IFG
783
Investors Financial Group
Minnesota
$827K +$104K +748 +14%
GG
784
GenWealth Group
New Jersey
$825K +$134K +960 +19%
FA
785
FC Advisory
Pennsylvania
$816K -$16.3K -117 -2%
CA
786
Calton & Associates
Florida
$816K +$13.8K +99 +2%
CI
787
Chartist Inc
California
$815K -$409K -2,938 -33%
BCA
788
Biltmore Capital Advisors
New Jersey
$812K -$13.5K -97 -2%
DJSG
789
D.J. St. Germain
Massachusetts
$809K +$65.9K +473 +9%
FNBSF
790
First National Bank Sioux Falls
South Dakota
$808K +$400K +2,871 +93%
CIA
791
Capital Investment Advisors
Georgia
$805K -$19.5K -140 -2%
PIMG
792
Patriot Investment Management Group
Tennessee
$804K +$119K +857 +17%
MAM
793
Marotta Asset Management
Virginia
$803K +$2.09K +15 +0.3%
B
794
Bridgeworth
Alabama
$802K +$68.1K +489 +9%
WCM
795
Windsor Capital Management
Arizona
$798K -$13.5K -97 -2%
AF
796
Affiance Financial
Minnesota
$794K – – –
DWM
797
Dakota Wealth Management
Florida
$792K -$53K -381 -6%
SS
798
Simplicity Solutions
Minnesota
$786K +$135K +970 +20%
VWA
799
VERITY Wealth Advisors
United States
$776K – – –
EWM
800
Executive Wealth Management
Michigan
$768K -$27.2K -195 -3%
30 31
32
33 34