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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
826
Sequoia Financial Advisors
Ohio
$592K +$109K +872 +24%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$590K -$90.8K -724 -14%
PIMG
828
Patriot Investment Management Group
Tennessee
$590K +$563K +4,488 New
ACI
829
Alpha Cubed Investments
California
$589K +$50.8K +405 +10%
SSB
830
Sandy Spring Bank
Maryland
$588K +$6.89K +55 +1%
PMFA
831
Plante Moran Financial Advisors
Michigan
$586K -$47.9K -382 -8%
AF
832
Affiance Financial
Minnesota
$585K – – –
PB
833
Pinnacle Bancorp
Nebraska
$582K +$12.7K +101 +2%
ANTB
834
AMG National Trust Bank
Colorado
$581K -$168K -1,339 -23%
PFG
835
PAX Financial Group
Texas
$581K -$22.3K -178 -4%
FC
836
Ferris Capital
Massachusetts
$580K – – –
BWA
837
Beam Wealth Advisors
Louisiana
$580K +$57.3K +457 +12%
FLPIM
838
F.L. Putnam Investment Management
Massachusetts
$578K +$77.7K +620 +16%
SAM
839
Silvercrest Asset Management
New York
$576K -$121K -962 -18%
DMC
840
Drexel Morgan & Co
Pennsylvania
$576K +$52.7K +420 +11%
TFM
841
TFC Financial Management
Massachusetts
$574K +$120K +960 +28%
SIS
842
SVB Investment Services
Utah
$571K -$183K -1,458 -25%
IWP
843
Icon Wealth Partners
Texas
$570K -$4.39K -35 -0.8%
WA
844
Wealth Alliance
New York
$570K +$2.88K +23 +0.5%
BCA
845
Bay Colony Advisors
Massachusetts
$569K +$543K +4,330 New
OWA
846
One Wealth Advisors
California
$567K -$188K -1,503 -26%
CHA
847
Carmichael Hill & Associates
Maryland
$566K -$7.77K -62 -1%
LIM
848
Leavell Investment Management
Alabama
$566K +$6.02K +48 +1%
CIA
849
Cohen Investment Advisors
New Hampshire
$566K +$27.1K +216 +5%
HL
850
HeadInvest LLC
Maine
$565K +$539K +4,302 New
32 33
34
35 36