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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$32K +$34.6K +329 New
1IA
802
1834 Investment Advisors
Wisconsin
$30K – – –
SFSIG
803
San Francisco Sentry Investment Group
California
$28K +$16.4K +156 +125%
SIAP
804
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K – – –
TCOV
805
Trust Company of Vermont
Vermont
$27K – – –
GI
806
Gradient Investments
Minnesota
$27K +$631 +6 +2%
PGAM
807
Princeton Global Asset Management
New Jersey
$27K +$28.9K +275 New
EDRH
808
Edmond de Rothschild Holding
Switzerland
$27K +$29.4K +280 New
CAL
809
Capital Analysts LLC
Pennsylvania
$26K – – –
CTB
810
Country Trust Bank
Illinois
$26K – – –
WIM
811
Westside Investment Management
California
$26K +$947 +9 +4%
TVWM
812
Tower View Wealth Management
Wisconsin
$24K -$22K -209 -46%
WB
813
Webster Bank
Connecticut
$24K – – –
CWM
814
Cedar Wealth Management
California
$22K – – –
LWA
815
Lenox Wealth Advisors
New York
$21K -$113K -1,072 -83%
MRCM
816
M&R Capital Management
New Jersey
$21K -$105K -1,000 -82%
PCM
817
Prelude Capital Management
New York
$21K +$22.3K +212 New
WAS
818
Winch Advisory Services
Wisconsin
$19K +$316 +3 +2%
CAGAS
819
Capital Advisory Group Advisory Services
Minnesota
$18K -$14.1K -134 -43%
PA
820
Perennial Advisors
New York
$17K – – –
CA
821
Crewe Advisors
Utah
$16K – – –
GWS
822
Glassman Wealth Services
Virginia
$16K – – –
FGC
823
Financial Gravity Companies
Texas
$16K +$16.5K +157 New
BAMG
824
Brand Asset Management Group
Missouri
$15K – – –
TRCT
825
Tower Research Capital (TRC)
New York
$14K -$10.5K -100 -41%
31 32
33
34 35