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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
876
Perryman Financial Advisory
Texas
$5.19M -$70.4K -337 -1%
MI
877
Markowski Investments
Florida
$5.15M +$4.93M +23,613 New
BBFA
878
Brindle & Bay Financial Advisors
Texas
$5.13M +$589K +2,822 +14%
BWM
879
Birchcreek Wealth Management
Ohio
$5.13M -$106K -508 -2%
OPAM
880
Ocean Park Asset Management
California
$5.09M -$15.8M -75,558 -76%
CSB
881
City State Bank
Iowa
$5.05M +$70.2K +336 +1%
NAMNJ
882
NorthStar Asset Management (New Jersey)
New Jersey
$5.05M +$12.7K +61 +0.3%
WMR
883
Wealth Management Resources
Rhode Island
$5.04M +$270K +1,294 +6%
NPT
884
National Philanthropic Trust
Pennsylvania
$5.03M +$51K +244 +1%
RFW
885
Redwood Family Wealth
Texas
$5M +$127K +606 +3%
MF
886
Midwestern Financial
Iowa
$4.99M -$484K -2,317 -9%
GI
887
GAMMA Investing
California
$4.98M +$1.66M +7,941 +53%
SC
888
Syon Capital
California
$4.98M +$1.16M +5,576 +32%
MCA
889
Magnolia Capital Advisors
Mississippi
$4.96M -$421K -2,018 -8%
NIM
890
Northeast Investment Management
Massachusetts
$4.95M +$73.5K +352 +2%
FFBTD
891
First Financial Bank - Trust Division
Ohio
$4.94M -$192K -919 -4%
CWA
892
Cascade Wealth Advisors
Washington
$4.94M +$475K +2,275 +12%
TFA
893
Trinity Financial Advisors
Ohio
$4.93M -$109K -520 -2%
RDFA
894
Ritter Daniher Financial Advisory
Ohio
$4.93M -$120K -575 -2%
CCWA
895
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.91M -$770K -3,689 -14%
HWA
896
Hillcrest Wealth Advisors
New Jersey
$4.9M – – –
MCA
897
MSH Capital Advisors
Arizona
$4.89M +$17.5K +84 +0.4%
BAM
898
Beaumont Asset Management
Texas
$4.89M -$479K -2,294 -9%
WA
899
Waddell & Associates
Tennessee
$4.89M -$15.5K -74 -0.3%
CF
900
Calder Financial
Pennsylvania
$4.88M -$500K -2,396 -10%
34 35
36
37 38