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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
826
Security National Bank of So Dak
Iowa
$263K – – –
MLFP
827
MPS Loria Financial Planners
Illinois
$262K +$29.1K +278 +12%
RFA
828
Reilly Financial Advisors
California
$259K +$7.23K +69 +3%
CRC
829
Curi RMB Capital
Illinois
$255K +$256K +2,441 New
GPA
830
Garrison Point Advisors
California
$254K – – –
FLPIM
831
F.L. Putnam Investment Management
Massachusetts
$254K +$31K +296 +14%
TF
832
Trek Financial
Arizona
$253K -$31.5K -301 -11%
FNBOMD
833
First National Bank of Mount Dora
Florida
$252K – – –
AIM
834
Acropolis Investment Management
Missouri
$250K -$11.8K -113 -5%
AWM
835
Aevitas Wealth Management
Massachusetts
$250K +$838 +8 +0.3%
HPC
836
Hobart Private Capital
North Carolina
$248K +$14.1K +135 +6%
PFBT
837
Parkside Financial Bank & Trust
Missouri
$247K -$9.33K -89 -4%
BPB
838
Badgley, Phelps & Bell
Washington
$246K -$2.83K -27 -1%
WAG
839
Winthrop Advisory Group
Massachusetts
$244K -$94.7K -904 -28%
SFS
840
Summit Financial Strategies
Ohio
$244K – – –
GT
841
Glenview Trust
Kentucky
$243K +$244K +2,324 New
KIA
842
KCM Investment Advisors
California
$242K -$7.86K -75 -3%
SAM
843
Summit Asset Management
Tennessee
$242K -$1.89K -18 -0.8%
DLCIG
844
D.L. Carlson Investment Group
New Hampshire
$242K – – –
EIP
845
Ellis Investment Partners
Pennsylvania
$242K +$1.68K +16 +0.7%
FG
846
Fiduciary Group
Georgia
$240K -$5.24K -50 -2%
IAMOG
847
Investors Asset Management of Georgia
Georgia
$240K – – –
WWM
848
Windsor Wealth Management
Indiana
$239K -$125K -1,196 -35%
WA1
849
Wimmer Associates 1
California
$239K – – –
KM
850
Kalos Management
Georgia
$239K +$232K +2,218 New
32 33
34
35 36