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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
976
Webster Bank
Connecticut
$1.86M +$1.53M +9,939 +660%
PD
977
Planning Directions
Pennsylvania
$1.86M -$162K -1,053 -8%
BHWM
978
Beaird Harris Wealth Management
Texas
$1.85M -$55K -357 -3%
LGWM
979
Litman Gregory Wealth Management
California
$1.85M -$56K -363 -3%
ODG
980
O'Dell Group
Ohio
$1.81M +$64.6K +419 +4%
UAG
981
United Advisor Group
Ohio
$1.81M +$113K +732 +7%
PPA
982
Painted Porch Advisors
California
$1.81M +$860K +5,577 +101%
GIA
983
GHP Investment Advisors
Colorado
$1.8M +$199K +1,292 +13%
CFFP
984
Center for Financial Planning
Michigan
$1.79M +$9.56K +62 +0.6%
BP
985
Broadleaf Partners
Ohio
$1.77M +$11.4K +74 +0.7%
GWSG
986
GPS Wealth Strategies Group
Colorado
$1.77M +$17.3K +112 +1%
RFA
987
RTD Financial Advisors
Pennsylvania
$1.76M -$166K -1,078 -9%
PTC
988
Private Trust Company
Ohio
$1.76M -$118K -768 -7%
SWM
989
SeaCrest Wealth Management
New York
$1.75M +$139K +904 +9%
BWP
990
Bernardo Wealth Planning
Pennsylvania
$1.75M +$232K +1,507 +16%
PPWM
991
Paragon Private Wealth Management
Kentucky
$1.75M +$182K +1,182 +12%
IAIM
992
International Assets Investment Management
Florida
$1.75M -$68.6K -445 -4%
TC
993
TAGStone Capital
North Carolina
$1.74M +$65.1K +422 +4%
NPT
994
Nixon Peabody Trust
Massachusetts
$1.74M +$90.5K +587 +6%
PO
995
Private Ocean
California
$1.74M -$2.31K -15 -0.1%
VFIC
996
Valley Forge Investment Consultants
Pennsylvania
$1.74M -$9.87K -64 -0.6%
MCWS
997
McKinley Carter Wealth Services
West Virginia
$1.74M -$146K -945 -8%
PCH
998
PGIM Custom Harvest
New Jersey
$1.74M -$9.87K -64 -0.6%
LSA
999
Lion Street Advisors
Texas
$1.73M – – –
LRIA
1000
Leonard Rickey Investment Advisors
Washington
$1.72M -$21.9K -142 -1%
38 39
40
41 42