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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
826
Coho Partners
Pennsylvania
$2.81M +$2.64M +18,763 New
WA
827
Waddell & Associates
Tennessee
$2.79M -$37.3K -265 -1%
ONB
828
Old National Bancorp
Indiana
$2.79M -$24.3K -173 -0.9%
SSWM
829
Sheets Smith Wealth Management
North Carolina
$2.79M – – –
AWA
830
Amplius Wealth Advisors
Pennsylvania
$2.78M -$197K -1,401 -7%
SWM
831
SigFig Wealth Management
California
$2.76M +$1.04M +7,416 +67%
FNC
832
First National Corp
Massachusetts
$2.75M +$1.53M +10,851 +144%
WB
833
West Bancorporation
Iowa
$2.74M -$385K -2,735 -13%
CA
834
Cornerstone Advisory
Maryland
$2.73M +$302K +2,146 +13%
SMA
835
Sage Mountain Advisors
Georgia
$2.71M -$15.8K -112 -0.6%
LAM
836
LifePro Asset Management
California
$2.71M -$145K -1,030 -5%
AGP
837
Autumn Glory Partners
Texas
$2.71M – – –
WKWM
838
Walter & Keenan Wealth Management
Indiana
$2.7M +$9K +64 +0.4%
RIA
839
Regal Investment Advisors
Michigan
$2.7M +$459K +3,261 +22%
SHF
840
Stage Harbor Financial
Massachusetts
$2.7M +$2.54M +18,048 New
KDA
841
Kraft Davis & Associates
Missouri
$2.68M -$4.36M -30,995 -64%
EFL
842
ERn Financial LLC
Wisconsin
$2.68M +$108K +771 +4%
CIC
843
Carnegie Investment Counsel
Ohio
$2.67M +$7.74K +55 +0.3%
SF
844
Synovus Financial
Georgia
$2.66M -$908K -6,455 -27%
KCIC
845
Kuhn & Co Investment Counsel
Illinois
$2.64M +$2.48M +17,631 New
LWM
846
Liberty Wealth Management
California
$2.63M +$1.21M +8,633 +43%
GTAM
847
Global Trust Asset Management
Florida
$2.62M -$69.9K -497 -3%
NCM
848
Novare Capital Management
North Carolina
$2.61M – – –
MNG
849
Manning & Napier Group
New York
$2.61M – – –
MA
850
MONECO Advisors
Connecticut
$2.6M -$236K -1,679 -9%
32 33
34
35 36