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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
976
Howard Wealth Management
Connecticut
$2.77M -$157K -868 -6%
SW
977
SlateStone Wealth
Florida
$2.76M -$45.8K -253 -2%
NSG
978
Nalls Sherbakoff Group
Tennessee
$2.75M +$147K +811 +6%
RIM
979
Rockbridge Investment Management
New York
$2.75M +$59.4K +328 +2%
IDA
980
Intelligence Driven Advisers
California
$2.73M -$48.7K -269 -2%
CAG
981
Crestwood Advisors Group
Massachusetts
$2.71M +$114K +627 +5%
LI
982
LRI Investments
Florida
$2.71M +$2.72K +15 +0.1%
CF
983
Centaurus Financial
California
$2.71M +$720K +3,975 +38%
WB
984
West Bancorporation
Iowa
$2.7M +$122K +676 +5%
FA
985
FDx Advisors
Illinois
$2.69M -$562K -3,105 -18%
HNWAG
986
High Net Worth Advisory Group
Florida
$2.68M +$103K +570 +4%
SGWM
987
Sterling Group Wealth Management
California
$2.67M -$306K -1,690 -11%
I
988
INVST
Indiana
$2.67M +$641K +3,540 +33%
MAS
989
Meeder Advisory Services
Ohio
$2.67M +$260K +1,437 +11%
JCM
990
Jacobi Capital Management
Pennsylvania
$2.66M +$13.9K +77 +0.5%
PFBT
991
Parkside Financial Bank & Trust
Missouri
$2.65M +$93.4K +516 +4%
MCA
992
Midwest Capital Advisors
Michigan
$2.65M +$1.45K +8 +0.1%
WF
993
Welch & Forbes
Massachusetts
$2.64M – – –
GI
994
GAMMA Investing
California
$2.63M -$20.6K -114 -0.8%
AL
995
ADE LLC
Maryland
$2.62M -$182K -1,005 -7%
AA
996
Advisory Alpha
Michigan
$2.62M -$461K -2,546 -15%
KFP
997
KMG Fiduciary Partners
Ohio
$2.62M +$181 +1 +0%
STCOSD
998
Sageworth Trust Company of South Dakota
South Dakota
$2.61M -$253K -1,398 -9%
PFG
999
Pacific Financial Group
Washington
$2.61M -$76K -420 -3%
CHJWM
1000
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.61M +$437K +2,411 +21%
38 39
40
41 42