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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
801
Transcend Capital Advisors
New Jersey
$368K +$354K +3,067 New
RFA
802
Reilly Financial Advisors
California
$367K +$14.5K +126 +4%
RWM
803
RKL Wealth Management
Pennsylvania
$361K -$6.12K -53 -2%
CP
804
Camelot Portfolios
Ohio
$361K +$3.46K +30 +1%
BWM
805
Buckley Wealth Management
Nevada
$360K – – –
FG
806
Fiduciary Group
Georgia
$360K +$6K +52 +2%
BS
807
Boenning & Scattergood
Pennsylvania
$359K +$69.3K +600 +25%
ST
808
Smithfield Trust
Pennsylvania
$357K – – –
EWA
809
ERTS Wealth Advisors
Michigan
$355K -$59.3K -514 -15%
TF
810
Tompkins Financial
New York
$354K – – –
BST
811
Bath Savings Trust
Maine
$350K +$95.8K +830 +40%
PG
812
Patten Group
Tennessee
$344K +$6.81K +59 +2%
ACA
813
Aptus Capital Advisors
Alabama
$344K +$266K +2,304 +401%
RMCM
814
Reynders McVeigh Capital Management
Massachusetts
$343K -$16.4K -142 -5%
RF
815
RHS Financial
California
$339K +$22K +191 +7%
CCMD
816
Cypress Capital Management (Delaware)
Delaware
$336K – – –
GG
817
GenWealth Group
New Jersey
$333K +$19.6K +170 +7%
TSWM
818
Triangle Securities Wealth Management
North Carolina
$328K – – –
KF
819
Krilogy Financial
Missouri
$328K +$316K +2,737 New
BWA
820
Beam Wealth Advisors
Louisiana
$326K +$314K +2,718 New
GI
821
Glovista Investments
New Jersey
$326K +$314K +2,720 New
PB
822
Pinnacle Bancorp
Nebraska
$325K +$15.2K +132 +5%
HH
823
Hilltop Holdings
Texas
$324K -$22.9K -198 -7%
BC
824
Brinker Capital
Pennsylvania
$323K +$12.1K +105 +4%
LC
825
Lincoln Capital
Nebraska
$322K +$64.4K +558 +26%
31 32
33
34 35