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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
826
Latitude Advisors
Florida
$745K -$4.75M -34,546 -86%
IFG
827
Investors Financial Group
Minnesota
$737K +$171K +1,242 +30%
CAS
828
Cascadia Advisory Services
Oregon
$737K +$736K +5,360 New
FI
829
FormulaFolio Investments
Michigan
$735K +$101K +738 +16%
SAM
830
SignalPoint Asset Management
Missouri
$732K +$87.5K +637 +14%
RWM
831
Rezny Wealth Management
Florida
$726K +$726K +5,287 New
MJRIC
832
Mogy Joel R Investment Counsel
California
$722K -$10.3K -75 -1%
GCM
833
Garland Capital Management
Washington
$722K – – –
OAM
834
Optimal Asset Management
California
$720K -$12.9K -94 -2%
RIS
835
Retirement Income Solutions
Michigan
$718K – – –
SAM
836
Silvercrest Asset Management
New York
$715K +$112K +817 +19%
FMWA
837
Forvis Mazars Wealth Advisors
Missouri
$714K +$97.4K +709 +16%
FFN
838
Focus Financial Network
Minnesota
$707K +$2.47K +18 +0.4%
GG
839
GenWealth Group
New Jersey
$705K – – –
PMFA
840
Plante Moran Financial Advisors
Michigan
$704K +$91.2K +664 +15%
FFA
841
Founders Financial Alliance
North Carolina
$700K +$220K +1,600 +46%
PIMG
842
Patriot Investment Management Group
Tennessee
$699K +$82.6K +601 +13%
JWBC
843
J.W. Burns & Co
New York
$698K +$2.06K +15 +0.3%
AACR
844
ACR Alpine Capital Research
Missouri
$693K -$5.63K -41 -0.8%
RRC
845
Relaxing Retirement Coach
Massachusetts
$691K -$47.3K -344 -6%
AWCI
846
Alpine Woods Capital Investors
New York
$674K – – –
LOPW
847
Live Oak Private Wealth
North Carolina
$666K +$27.5K +200 +4%
SS
848
Simplicity Solutions
Minnesota
$666K +$162K +1,181 +32%
AIM
849
Acropolis Investment Management
Missouri
$665K +$310K +2,257 +88%
BDF
850
Balasa Dinverno & Foltz
$662K -$58.1K -423 -8%
32 33
34
35 36