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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
926
TrueWealth Advisors
Alabama
$1.02M -$137K -970 -11%
GAM
927
Gould Asset Management
California
$1.02M -$128K -905 -10%
CFS
928
CRA Financial Services
New Jersey
$1.02M +$45.8K +325 +4%
AFAS
929
Acorn Financial Advisory Services
Virginia
$1.02M +$151K +1,074 +16%
FFA
930
Founders Financial Alliance
North Carolina
$1.02M +$437K +3,098 +67%
PTP
931
Platform Technology Partners
New York
$1.01M +$36.1K +256 +3%
SWPG
932
Strategic Wealth Partners Group
Illinois
$1.01M +$52.9K +375 +5%
PTC
933
Private Trust Company
Ohio
$1M +$1.07M +7,617 New
CAN
934
Claraphi Advisory Network
United States
$1M +$760K +5,386 +243%
CS
935
Credit Suisse
Switzerland
$1M +$137K +972 +15%
CCG
936
Chatham Capital Group
Georgia
$994K +$258K +1,830 +32%
FAG
937
Fortitude Advisory Group
Washington
$989K +$5.08K +36 +0.5%
BIA
938
Barry Investment Advisors
Massachusetts
$984K -$42.6K -302 -4%
B
939
Bridgeworth
Alabama
$983K +$36.7K +260 +4%
AFM
940
Abbot Financial Management
Massachusetts
$981K +$42.3K +300 +4%
MWA
941
Moser Wealth Advisors
Washington
$976K +$420K +2,975 +67%
FNT
942
First National Trust
Pennsylvania
$975K +$63.5K +450 +6%
WI
943
WrapManager Inc
California
$972K -$170K -1,208 -14%
RWM
944
Ritholtz Wealth Management
New York
$971K +$846 +6 +0.1%
SS
945
Simplicity Solutions
Minnesota
$971K +$222K +1,575 +27%
TC
946
TAP Consulting
Missouri
$967K -$67.7K -480 -6%
ML
947
McAdam LLC
Pennsylvania
$963K +$637K +4,517 +162%
CPWA
948
Cerro Pacific Wealth Advisors
California
$963K +$1.03M +7,301 New
MBT
949
Montecito Bank & Trust
California
$962K +$131K +926 +15%
VCA
950
Verdence Capital Advisors
Maryland
$960K +$141 +1 +0%
36 37
38
39 40