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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
W
876
Wealthquest
Ohio
$524K – – –
BFIM
877
Beese Fulmer Investment Management
Ohio
$521K -$85.4K -681 -15%
1WM
878
1900 Wealth Management
Texas
$520K +$23.7K +189 +5%
LC
879
Lincoln Capital
Nebraska
$518K +$30.8K +246 +7%
PAMG
880
Patton Albertson Miller Group
Tennessee
$517K -$18.3K -146 -4%
FWM
881
FSA Wealth Management
Massachusetts
$514K +$1.63K +13 +0.3%
CCM
882
Coe Capital Management
Illinois
$511K +$23.2K +185 +5%
VWA
883
VERITY Wealth Advisors
United States
$510K +$15K +120 +3%
ED
884
Exane Derivatives
France
$509K +$191K +1,523 +65%
PFM
885
Parsec Financial Management
North Carolina
$506K -$59.2K -472 -11%
OAM
886
Oppenheimer Asset Management
New York
$505K -$5.77K -46 -1%
CPO
887
Cerity Partners OCIO
New York
$501K +$70.8K +565 +17%
AFP
888
Ausdal Financial Partners
Iowa
$497K +$149K +1,187 +46%
MFS
889
McNamara Financial Services
Massachusetts
$493K +$164K +1,307 +46%
MIAS
890
Mason Investment Advisory Services
Virginia
$493K -$110K -879 -19%
TSWM
891
Triangle Securities Wealth Management
North Carolina
$490K -$24.8K -198 -5%
KA
892
Klingman & Associates
New York
$489K +$61.6K +491 +15%
HIS
893
Horizon Investment Services
Indiana
$486K +$464K +3,699 New
WF
894
WoodTrust Financial
Wisconsin
$485K -$4.26K -34 -0.9%
SB
895
Strategic Blueprint
Georgia
$484K +$190K +1,516 +70%
PBF
896
Petix & Botte Financial
California
$483K – – –
FFA
897
Founders Financial Alliance
North Carolina
$482K +$88.8K +708 +25%
SS
898
Simplicity Solutions
Minnesota
$481K -$20.7M -164,946 -98%
HTC
899
Haverford Trust Company
Pennsylvania
$481K +$21.6K +172 +5%
ICG
900
InterOcean Capital Group
Tennessee
$477K – – –
34 35
36
37 38