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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1001
ACG Wealth
Georgia
$776K – – –
LW
1002
Linscomb Wealth
Texas
$775K -$45.4K -311 -6%
RIS
1003
Retirement Income Solutions
Michigan
$772K – – –
SWM
1004
SeaCrest Wealth Management
New York
$768K +$44.5K +305 +6%
FC
1005
Ferris Capital
Massachusetts
$767K – – –
SOAG
1006
Silver Oak Advisory Group
Oregon
$764K +$17.2K +118 +2%
SAM
1007
Silvercrest Asset Management
New York
$764K +$34K +233 +5%
OMC
1008
Overbrook Management Corp
New York
$754K +$111K +760 +17%
WA
1009
Wealthstream Advisors
New York
$753K +$3.79K +26 +0.5%
BFG
1010
Berger Financial Group
Minnesota
$751K +$59.8K +410 +9%
MJRIC
1011
Mogy Joel R Investment Counsel
California
$750K – – –
ES
1012
Eagle Strategies
New York
$750K +$533K +3,656 +257%
AIC
1013
Ayalon Insurance Company
Israel
$745K +$33.4K +229 +5%
SAM
1014
Secure Asset Management
Michigan
$744K +$204K +1,396 +38%
VWM
1015
Venturi Wealth Management
Texas
$742K -$4.23K -29 -0.6%
GGS
1016
Galvin Gaustad & Stein
Arizona
$741K -$80.7K -553 -10%
RRC
1017
Relaxing Retirement Coach
Massachusetts
$739K +$438 +3 +0.1%
SAM
1018
SignalPoint Asset Management
Missouri
$735K +$8.76K +60 +1%
CMBA
1019
C.M. Bidwell & Associates
Hawaii
$734K +$63.3K +434 +10%
WCG
1020
Weaver Consulting Group
California
$731K -$68.6K -470 -9%
RJTCONH
1021
Raymond James Trust Company of New Hampshire
New Hampshire
$729K +$720K +4,933 New
SCA
1022
Sage Capital Advisors
South Dakota
$728K +$18.1K +124 +3%
CFS
1023
Cannon Financial Strategists
Georgia
$727K +$93.5K +641 +15%
AWCI
1024
Alpine Woods Capital Investors
New York
$724K – – –
NL
1025
NEPC LLC
Massachusetts
$721K +$711K +4,876 New
39 40
41
42 43