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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
901
Diligent Investors
California
$1.11M +$26.2K +186 +2%
EK
902
Evensky & Katz
Florida
$1.11M -$16.9K -120 -1%
AWA
903
Arkadios Wealth Advisors
Georgia
$1.1M +$163K +1,154 +16%
GKWIM
904
Gerber Kawasaki Wealth & Investment Management
California
$1.1M +$63.8K +452 +6%
BP
905
Broadleaf Partners
Ohio
$1.1M -$85.8K -608 -7%
EIP
906
Ellis Investment Partners
Pennsylvania
$1.1M +$801K +5,679 +214%
WPC
907
Wedmont Private Capital
Pennsylvania
$1.1M -$63.2K -448 -5%
SOS
908
Silver Oak Securities
Tennessee
$1.09M +$15.2K +108 +1%
PP
909
Prudential plc
United Kingdom
$1.09M -$11.7M -83,250 -91%
FLPIM
910
F.L. Putnam Investment Management
Massachusetts
$1.08M -$53.7K -381 -4%
ACM
911
Avalon Capital Management
California
$1.08M – – –
BPC
912
Banque Pictet & Cie
Switzerland
$1.08M – – –
APW
913
Aurora Private Wealth
New Jersey
$1.08M +$23.3K +165 +2%
WP
914
WMS Partners
Maryland
$1.08M +$187K +1,323 +19%
LNWTC
915
Laird Norton Wetherby Trust Company
Washington
$1.08M +$346K +2,452 +43%
KP
916
Keel Point
Alabama
$1.07M +$322K +2,281 +42%
RIA
917
Regal Investment Advisors
Michigan
$1.07M -$10.6K -75 -0.9%
FCA
918
FinTrust Capital Advisors
South Carolina
$1.07M -$1.83K -13 -0.2%
BAM
919
Brave Asset Management
New Jersey
$1.06M – – –
NCM
920
Northwest Capital Management
Oregon
$1.06M -$19.7K -140 -2%
MWA
921
Motive Wealth Advisors
Michigan
$1.06M -$694K -4,918 -38%
TFS
922
Thoroughbred Financial Services
Tennessee
$1.04M +$90K +638 +9%
WA1
923
Wimmer Associates 1
California
$1.03M +$602K +4,268 +119%
KPW
924
Kore Private Wealth
New York
$1.03M -$700K -4,962 -39%
THWM
925
Taylor Hoffman Wealth Management
Virginia
$1.03M -$379K -2,685 -26%
35 36
37
38 39