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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
926
WNY Asset Management
New York
$1.61M -$236K -1,650 -12%
HGERS
927
Householder Group Estate & Retirement Specialist
Arizona
$1.6M +$1.66M +11,608 New
CAWM
928
Capital Advisors Wealth Management
Washington
$1.59M -$893K -6,233 -35%
NDSI
929
Newman Dignan & Sheerar Inc
Rhode Island
$1.58M -$71.1K -496 -4%
LSA
930
Lion Street Advisors
Texas
$1.58M +$184K +1,284 +13%
FA
931
Forefront Analytics
Pennsylvania
$1.57M +$68.1K +475 +4%
HR
932
Hardy Reed
Mississippi
$1.56M – – –
T
933
TRUADVICE
Florida
$1.55M -$42.7K -298 -3%
DI
934
DFPG Investments
Utah
$1.55M +$13.8K +96 +0.9%
PFPT
935
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.55M +$312K +2,180 +24%
DIP
936
DT Investment Partners
Pennsylvania
$1.55M – – –
PWAG
937
Polaris Wealth Advisory Group
California
$1.54M +$991K +6,920 +162%
RF
938
Rollins Financial
Georgia
$1.54M -$17.8K -124 -1%
SFG
939
StrategIQ Financial Group
Indiana
$1.53M -$20.5K -143 -1%
MC
940
Moors & Cabot
Massachusetts
$1.53M -$24.8K -173 -2%
SWM
941
SigFig Wealth Management
California
$1.52M -$37.5K -262 -2%
CFFP
942
Center for Financial Planning
Michigan
$1.52M +$7.74K +54 +0.5%
OHIS
943
Oak Harvest Investment Services
Texas
$1.5M +$661K +4,614 +74%
LIM
944
Leavell Investment Management
Alabama
$1.5M +$16.8K +117 +1%
BP
945
Broadleaf Partners
Ohio
$1.49M +$101K +706 +7%
CWA
946
Canvas Wealth Advisors
Kansas
$1.49M +$114K +798 +8%
MLA
947
My Legacy Advisors
Oregon
$1.49M -$23.1K -161 -1%
LRIA
948
Leonard Rickey Investment Advisors
Washington
$1.49M -$10.2K -71 -0.7%
BCA
949
Bay Colony Advisors
Massachusetts
$1.48M -$1.07M -7,466 -41%
VFIC
950
Valley Forge Investment Consultants
Pennsylvania
$1.47M +$50.4K +352 +3%
36 37
38
39 40