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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
926
WealthPLAN Partners
Nebraska
$989K +$20.7K +142 +2%
WIM
927
WealthPlan Investment Management
Nebraska
$989K +$1.03M +7,028 New
SBH
928
Segall Bryant & Hamill
Illinois
$987K +$977K +6,696 New
AFAS
929
Acorn Financial Advisory Services
Virginia
$983K +$286K +1,959 +42%
RWA
930
RGT Wealth Advisors
Texas
$982K -$102K -699 -10%
CA
931
Calton & Associates
Florida
$980K +$27.1K +186 +3%
CS
932
Credit Suisse
Switzerland
$978K +$309K +2,115 +47%
DWM
933
Dakota Wealth Management
Florida
$968K +$67.6K +463 +8%
CIA
934
Capital Investment Advisors
Georgia
$968K +$82.9K +568 +9%
CGPCS
935
Capital Group Private Client Services
California
$967K +$752K +5,154 +370%
WBCM
936
Wilson & Boucher Capital Management
California
$961K +$73K +500 +8%
WFM
937
Wolff Financial Management
Michigan
$959K +$91K +624 +11%
COF
938
Capital One Financial
Virginia
$957K -$2.9M -19,854 -75%
HI
939
Horizon Investments
North Carolina
$951K +$154K +1,053 +20%
IAN
940
Integrated Advisors Network
Texas
$951K +$333K +2,279 +55%
EWM
941
Executive Wealth Management
Michigan
$949K +$134K +921 +17%
IA
942
IndexIQ Advisors
New York
$948K -$1.04M -7,109 -53%
SPP
943
Single Point Partners
Massachusetts
$947K -$56.6K -388 -6%
UI
944
Unconventional Investor
New Hampshire
$943K +$4.67K +32 +0.5%
KFS
945
Kelly Financial Services
Massachusetts
$942K -$119K -815 -11%
MBT
946
Montecito Bank & Trust
California
$942K +$930K +6,373 New
BOPW
947
Brandywine Oak Private Wealth
Pennsylvania
$940K +$53.4K +366 +6%
GCM
948
Garland Capital Management
Washington
$935K +$161K +1,102 +21%
PCM
949
Prelude Capital Management
New York
$924K +$912K +6,250 New
HT
950
HighTower Trust
Texas
$914K – – –
36 37
38
39 40