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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MCF Advisors
Kentucky
$3.65M +$3.16M +46,742 New
SAM
77
Sawgrass Asset Management
Florida
$3.59M +$3.59M +53,060 New
RIA
78
Regal Investment Advisors
Michigan
$3.55M +$3.55M +52,451 New
PFM
79
Phillips Financial Management
Indiana
$3.45M +$3.29M +48,687 New
PMG
80
ProVise Management Group
Florida
$3.42M +$3.42M +50,541 New
EWA
81
Exencial Wealth Advisors
Oklahoma
$3.34M +$3.16M +46,701 New
MFS
82
Monetta Financial Services
Illinois
$3.22M +$3.21M +47,500 New
VFS
83
VSR Financial Services
Kansas
$3.14M +$3.14M +46,402 New
NSAM
84
North Star Asset Management
Wisconsin
$3.01M +$3.01M +44,515 New
OCG
85
Opus Capital Group
Ohio
$2.98M +$2.98M +44,054 New
MIH
86
Madison Investment Holdings
Wisconsin
$2.92M +$2.92M +43,190 New
FIMS
87
FBL Investment Management Services
Iowa
$2.84M +$2.84M +41,971 New
Ameriprise
88
Ameriprise
Minnesota
$2.77M +$2.77M +41,005 New
Creative Planning
89
Creative Planning
Kansas
$2.7M +$2.7M +39,889 New
JMPWA
90
JP Morgan Private Wealth Advisors
California
$2.65M +$2.65M +39,243 New
BP
91
Ballentine Partners
Massachusetts
$2.65M +$2.65M +39,147 New
NL
92
NWAM LLC
Washington
$2.32M +$2.32M +34,306 New
KFS
93
KMS Financial Services
Washington
$2.25M +$2.25M +33,207 New
Rafferty Asset Management
94
Rafferty Asset Management
New York
$2.17M +$2.17M +32,100 New
SC
95
Savant Capital
Illinois
$2.14M +$2.14M +31,678 New
QA
96
Quantitative Advantage
Minnesota
$2.14M +$2.14M +31,641 New
RJFSA
97
Raymond James Financial Services Advisors
Florida
$2.1M +$2.1M +31,079 New
WP
98
WMS Partners
Maryland
$2.04M +$2.04M +30,142 New
IA
99
Ibbotson Associates
Illinois
$2.04M +$2.04M +30,104 New
PI
100
Placemark Investments
Illinois
$1.8M +$1.81M +26,704 New
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