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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
776
Smith, Moore & Co
Missouri
$2.47M -$87.2K -628 -3%
RIM
777
Rockbridge Investment Management
New York
$2.47M -$461K -3,316 -16%
MA
778
MONECO Advisors
Connecticut
$2.47M +$255K +1,837 +12%
CIC
779
Carnegie Investment Counsel
Ohio
$2.47M +$358K +2,579 +17%
CWM
780
Chemistry Wealth Management
New York
$2.46M +$3.75K +27 +0.2%
MPW
781
MA Private Wealth
California
$2.46M -$139 -1 -0%
MFA
782
Mayflower Financial Advisors
Massachusetts
$2.45M +$728K +5,243 +44%
SMA
783
Sage Mountain Advisors
Georgia
$2.44M +$1.32M +9,515 +124%
OCM
784
Orser Capital Management
Texas
$2.42M +$719K +5,180 +44%
TCA
785
Taconic Capital Advisors
New York
$2.42M +$139K +1,000 +6%
MECA
786
Miller Equity Capital Advisors
Texas
$2.41M – – –
MCM
787
MV Capital Management
Maryland
$2.4M – – –
PD
788
Planning Directions
Pennsylvania
$2.4M -$1.99M -14,343 -46%
MCA
789
MSH Capital Advisors
Arizona
$2.38M -$99.7K -718 -4%
TAM
790
Tocqueville Asset Management
New York
$2.37M +$81.8K +589 +4%
GFG
791
Greystone Financial Group
Michigan
$2.36M -$117K -845 -5%
PO
792
Private Ocean
California
$2.36M +$16.8K +121 +0.7%
IC
793
IEQ Capital
California
$2.36M -$10K -72 -0.4%
WMWM
794
Whitaker-Myers Wealth Managers
Ohio
$2.35M -$19.7K -142 -0.9%
ATPW
795
Ashton Thomas Private Wealth
Arizona
$2.35M +$535K +3,854 +30%
WTFG
796
Wells Trecaso Financial Group
Ohio
$2.33M +$417 +3 +0%
TA
797
TFB Advisors
Kansas
$2.32M +$1.32M +9,512 +140%
STCOSD
798
Sageworth Trust Company of South Dakota
South Dakota
$2.32M – – –
AGC
799
Aspen Grove Capital
Colorado
$2.29M +$2.24M +16,127 New
CA
800
Cornerstone Advisory
Maryland
$2.28M +$261K +1,882 +13%
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