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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
926
Transparent Wealth Partners
Arkansas
$846K +$821K +5,750 New
PFG
927
Pinnacle Financial Group
Illinois
$845K +$820K +5,745 New
IWA
928
Inspirion Wealth Advisors
Illinois
$833K – – –
VWA
929
VERITY Wealth Advisors
United States
$825K -$17.1K -120 -2%
BCM
930
Bluefin Capital Management
New York
$824K +$800K +5,600 New
BBNA
931
Bremer Bank National Association
Minnesota
$822K -$9.57K -67 -1%
GGS
932
Galvin Gaustad & Stein
Arizona
$819K -$13.4K -94 -2%
LW
933
Linscomb Wealth
Texas
$817K +$10.3K +72 +1%
EWM
934
Executive Wealth Management
Michigan
$809K -$24.7K -173 -3%
PMFA
935
Plante Moran Financial Advisors
Michigan
$809K +$177K +1,240 +29%
RTS
936
Round Table Services
New Jersey
$808K +$217K +1,523 +38%
WCG
937
Weaver Consulting Group
California
$797K +$196K +1,374 +34%
BS
938
Boenning & Scattergood
Pennsylvania
$795K +$37K +259 +5%
FFN
939
Focus Financial Network
Minnesota
$793K – – –
PSUF
940
People's United Financial
Connecticut
$792K -$5.43K -38 -0.7%
HI
941
Horizon Investments
North Carolina
$791K +$274K +1,917 +55%
CAM
942
Cozad Asset Management
Illinois
$790K -$14.7K -103 -2%
LIM
943
Leavell Investment Management
Alabama
$782K +$171K +1,194 +29%
HIS
944
Horizon Investment Services
Indiana
$773K +$49.3K +345 +7%
AW
945
ACG Wealth
Georgia
$772K +$460K +3,219 +159%
SC
946
Scotia Capital
Ontario, Canada
$769K -$15.3K -107 -2%
GCM
947
Garland Capital Management
Washington
$769K – – –
RIS
948
Retirement Income Solutions
Michigan
$768K – – –
CRC
949
Curi RMB Capital
Illinois
$767K +$340K +2,384 +84%
FC
950
Ferris Capital
Massachusetts
$763K – – –
36 37
38
39 40