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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
901
Brandywine Oak Private Wealth
Pennsylvania
$914K +$83.5K +585 +11%
HT
902
HighTower Trust
Texas
$910K +$884K +6,188 New
HF
903
HRT Financial
New York
$909K -$9.8M -68,596 -92%
PIMG
904
Patriot Investment Management Group
Tennessee
$907K +$32.1K +225 +4%
FPCP
905
Fort Point Capital Partners
California
$904K – – –
SS
906
Simplicity Solutions
Minnesota
$904K +$48.3K +338 +6%
IAG
907
Investmark Advisory Group
Connecticut
$903K +$877K +6,141 New
WFPG
908
Waller Financial Planning Group
Ohio
$895K -$20.7K -145 -2%
DWM
909
Dakota Wealth Management
Florida
$895K +$32.7K +229 +4%
HIG
910
Heritage Investment Group
Florida
$891K +$865K +6,054 New
CA
911
Continuum Advisory
Idaho
$884K +$178K +1,244 +26%
CI
912
Chartist Inc
California
$884K -$2K -14 -0.2%
WBCM
913
Wilson & Boucher Capital Management
California
$883K +$857K +6,000 New
CIA
914
Capital Investment Advisors
Georgia
$880K +$5.57K +39 +0.7%
PA
915
Procyon Advisors
Connecticut
$878K +$585K +4,097 +219%
SMC
916
Smith, Moore & Co
Missouri
$877K +$568K +3,976 +200%
FMBTD
917
First Midwest Bank Trust Division
Illinois
$875K -$217K -1,520 -20%
FA
918
FC Advisory
Pennsylvania
$874K -$12.3K -86 -1%
NB
919
Northwest Bancshares
Pennsylvania
$870K -$35.7K -250 -4%
WCM
920
Windsor Capital Management
Arizona
$869K +$1K +7 +0.1%
ODG
921
O'Dell Group
Ohio
$864K -$146K -1,022 -15%
AF
922
Affiance Financial
Minnesota
$863K – – –
WFM
923
Wolff Financial Management
Michigan
$863K +$838K +5,866 New
TC
924
TAGStone Capital
North Carolina
$862K +$836K +5,857 New
CCA
925
Conservest Capital Advisors
Pennsylvania
$856K +$831K +5,819 New
35 36
37
38 39