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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
851
S.A. Mason
Michigan
$279K +$269K +2,328 New
IAMOG
852
Investors Asset Management of Georgia
Georgia
$276K – – –
CWM
853
Calamos Wealth Management
Illinois
$276K +$266K +2,301 New
FM
854
Foster & Motley
Ohio
$275K +$2.08K +18 +0.8%
PCM
855
Parsons Capital Management
Rhode Island
$275K +$7.5K +65 +3%
VWM
856
Venturi Wealth Management
Texas
$275K +$265K +2,294 New
WA1
857
Wimmer Associates 1
California
$274K +$51.9K +450 +25%
EIP
858
Ellis Investment Partners
Pennsylvania
$272K +$1.96K +17 +0.8%
GW
859
GW & Wade
Massachusetts
$269K +$259K +2,242 New
FLPIM
860
F.L. Putnam Investment Management
Massachusetts
$267K -$61K -528 -19%
HPC
861
Hobart Private Capital
North Carolina
$266K +$17K +147 +7%
LFA
862
Landmark Financial Advisors
Kentucky
$264K +$693 +6 +0.3%
KC
863
Kingfisher Capital
North Carolina
$264K +$1.85K +16 +0.7%
AACR
864
ACR Alpine Capital Research
Missouri
$262K +$253K +2,188 New
CAAS
865
Capital Asset Advisory Services
Michigan
$261K +$249K +2,160 New
VA
866
Valmark Advisers
Ohio
$260K -$3.92K -34 -2%
PGA
867
Portland Global Advisors
Maine
$257K +$2.31K +20 +0.9%
HIA
868
Harbor Investment Advisory
Maryland
$257K +$247K +2,142 New
FWM
869
Filbrandt Wealth Management
Wisconsin
$257K +$248K +2,150 New
G
870
GenTrust
Florida
$255K – – –
UWPG
871
Ullmann Wealth Partners Group
Florida
$255K – – –
SFP
872
Shepherd Financial Partners
Massachusetts
$254K -$13.9K -120 -5%
FSWA
873
Financial Synergies Wealth Advisors
Texas
$254K -$26.9K -233 -10%
GIA
874
Gladstone Institutional Advisory
Florida
$252K -$105K -911 -30%
TFO
875
Tarbox Family Office
California
$252K – – –
33 34
35
36 37