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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1026
Farmers & Merchants Trust Company
California
$694K – – –
IWA
1027
Inspirion Wealth Advisors
Illinois
$694K – – –
TWP
1028
Transparent Wealth Partners
Arkansas
$693K -$28K -207 -4%
VWA
1029
VERITY Wealth Advisors
United States
$693K – – –
HHGA
1030
Halbert Hargrove Global Advisors
California
$691K +$17.8K +132 +2%
SAM
1031
Stone Asset Management
Texas
$690K +$442K +3,269 +141%
FM
1032
Foster & Motley
Ohio
$683K – – –
MWA
1033
Motive Wealth Advisors
Michigan
$682K -$338K -2,498 -31%
HL
1034
HeadInvest LLC
Maine
$681K +$57.6K +426 +8%
NFSG
1035
Newbridge Financial Services Group
Florida
$681K +$362K +2,675 +94%
RCM
1036
Raleigh Capital Management
North Carolina
$679K -$153K -1,131 -17%
WFPG
1037
Waller Financial Planning Group
Ohio
$676K -$135 -1 -0%
BFA
1038
Beacon Financial Advisory
Ohio
$675K +$196K +1,449 +36%
XF
1039
XML Financial
Maryland
$674K +$738K +5,461 New
GCM
1040
Garland Capital Management
Washington
$672K -$32.3K -239 -4%
BPWM
1041
Badgley Phelps Wealth Managers
Washington
$671K +$4.33K +32 +0.6%
SAM
1042
SignalPoint Asset Management
Missouri
$669K +$12.2K +90 +2%
MIM
1043
Moseley Investment Management
Florida
$667K +$162K +1,202 +29%
LA
1044
Latitude Advisors
Florida
$665K -$232K -1,716 -24%
HIC
1045
Hartline Investment Corp
Illinois
$665K +$728K +5,383 New
MPW
1046
Monterey Private Wealth
California
$659K -$16.4K -121 -2%
PFG
1047
Pinnacle Financial Group
Illinois
$659K +$270 +2 +0%
WA
1048
Wealthstream Advisors
New York
$658K +$12K +89 +2%
B
1049
Barings
North Carolina
$656K -$32.3M -239,039 -98%
SWM
1050
SeaCrest Wealth Management
New York
$653K -$9.6K -71 -1%
40 41
42
43 44