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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Bellevue Asset Management
Washington
$20K – – –
JGIA
952
Jackson Grant Investment Advisers
Connecticut
$20K – – –
SIM
953
Sonora Investment Management
Arizona
$19K -$185K -1,690 -89%
HFA
954
HC Financial Advisors
California
$19K +$23.4K +213 New
AWM
955
AllSquare Wealth Management
New York
$18K – – –
WAS
956
Winch Advisory Services
Wisconsin
$18K – – –
MAM
957
Meeder Asset Management
Ohio
$17K -$61.6K -561 -75%
FMTCOCP
958
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K – – –
PG
959
Proffitt & Goodson
Tennessee
$15K – – –
SFG
960
Sowa Financial Group
Rhode Island
$15K – – –
SFSIG
961
San Francisco Sentry Investment Group
California
$14K -$19.2K -175 -53%
RBC
962
Roble Belko & Company
Pennsylvania
$14K – – –
SBL
963
Sargent Bickham Lagudis
Colorado
$14K +$1.1K +10 +7%
HF
964
Halpern Financial
Virginia
$12K – – –
MRC
965
Millburn Ridgefield Corp
New York
$12K -$117K -1,067 -89%
BAMG
966
Brand Asset Management Group
Missouri
$12K -$11.1K -101 -42%
MRCM
967
M&R Capital Management
New Jersey
$11K -$698K -6,365 -98%
IWP
968
IAG Wealth Partners
Wisconsin
$11K -$3.73K -34 -22%
CI
969
CX Institutional
Indiana
$11K +$2.52K +23 +22%
BWP
970
Baldwin Wealth Partners
Massachusetts
$10K – – –
TF
971
Tompkins Financial
New York
$9K -$313K -2,851 -97%
FA
972
Faithward Advisors
Pennsylvania
$9K – – –
PFSC
973
Peoples Financial Services Corp
Pennsylvania
$9K – – –
SC
974
Sawyer & Company
Massachusetts
$9K – – –
EAM
975
Eukles Asset Management
Ohio
$9K +$3.18K +29 +44%
37 38
39
40 41