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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
926
Noesis Capital Mangement
Florida
$213K +$205K +1,776 New
BW
927
Bison Wealth
Georgia
$212K -$79.8K -691 -28%
TC
928
TownSquare Capital
Utah
$212K – – –
CL
929
CIM LLC
New York
$212K +$204K +1,765 New
HPWM
930
Highland Private Wealth Management
Washington
$211K +$204K +1,763 New
MBT
931
Montecito Bank & Trust
California
$211K +$204K +1,764 New
MG
932
McCutchen Group
Washington
$210K -$28.9K -250 -13%
RWM
933
Raffa Wealth Management
District of Columbia
$209K +$1.5K +13 +0.8%
BRC
934
Bell Rock Capital
Delaware
$209K -$42.5K -368 -18%
OSNBOA
935
Old Second National Bank of Aurora
Illinois
$209K – – –
AA
936
Apriem Advisors
California
$207K +$200K +1,731 New
PWM
937
Perigon Wealth Management
California
$207K +$200K +1,733 New
P
938
Pitcairn
Pennsylvania
$206K +$199K +1,721 New
SWP
939
Summit Wealth Partners
Florida
$205K +$198K +1,713 New
AWE
940
Avidian Wealth Enterprises
Texas
$204K -$115K -1,000 -37%
SCA
941
Stuart Chaussee & Associates
California
$204K – – –
EC
942
Estate Counselors
Wisconsin
$204K +$196K +1,700 New
FDCC
943
Foster Dykema Cabot & Co
Massachusetts
$203K +$195K +1,690 New
FB
944
Fulton Bank
Pennsylvania
$203K +$195K +1,690 New
VNA
945
Valley National Advisers
Pennsylvania
$201K – – –
MCM
946
Mainstay Capital Management
Michigan
$201K +$194K +1,677 New
BCM
947
Bayesian Capital Management
New York
$201K +$194K +1,681 New
KM
948
Kalos Management
Georgia
$200K +$193K +1,671 New
HPC
949
HM Payson & Co
Maine
$198K +$86.7K +751 +83%
BFC
950
Bedel Financial Consulting
Indiana
$196K – – –
36 37
38
39 40