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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1001
Coho Partners
Pennsylvania
$1.2M +$1.18M +8,556 New
AIA
1002
Alera Investment Advisors
Illinois
$1.2M – – –
CFA
1003
CWS Financial Advisors
Michigan
$1.2M -$2.59M -18,817 -67%
RGC
1004
Roberts, Glore & Co
Illinois
$1.19M -$22.7K -165 -2%
DI
1005
Diligent Investors
California
$1.19M -$4.82K -35 -0.4%
BA
1006
Bristlecone Advisors
Washington
$1.19M -$46.7K -339 -4%
PWM
1007
PBMares Wealth Management
Virginia
$1.18M -$1.17M -8,517 -50%
RIA
1008
Regal Investment Advisors
Michigan
$1.18M +$25.8K +187 +2%
BAM
1009
BOS Asset Management
Illinois
$1.16M +$1.14M +8,294 New
WCM
1010
Washington Capital Management
Washington
$1.16M – – –
WA1
1011
Wimmer Associates 1
California
$1.15M +$32.9K +239 +3%
TH
1012
Team Hewins
California
$1.15M +$1.12M +8,158 New
BP
1013
Broadleaf Partners
Ohio
$1.14M -$26.7K -194 -2%
NCM
1014
Northwest Capital Management
Oregon
$1.13M – – –
WIM
1015
WealthPlan Investment Management
Nebraska
$1.12M +$62.5K +454 +6%
PCA
1016
Pallas Capital Advisors
Massachusetts
$1.12M -$412K -2,994 -27%
CW
1017
CIC Wealth
Maryland
$1.12M +$1.1M +7,961 New
FT
1018
Fiduciary Trust
Massachusetts
$1.12M -$1.57M -11,432 -59%
AG
1019
Advocate Group
Minnesota
$1.12M +$263K +1,910 +32%
WP
1020
WealthPLAN Partners
Nebraska
$1.11M +$1.06M +7,723 New
EWM
1021
Executive Wealth Management
Michigan
$1.11M +$969K +7,035 +777%
FAG
1022
Fortitude Advisory Group
Washington
$1.11M +$16.7K +121 +2%
AWA
1023
Arkadios Wealth Advisors
Georgia
$1.11M +$14.7K +107 +1%
PTP
1024
Platform Technology Partners
New York
$1.11M +$14.9K +108 +1%
TC
1025
TAP Consulting
Missouri
$1.11M +$7.85K +57 +0.7%
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