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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1051
AIMZ Investment Advisors
California
$2.75M +$450K +2,395 +20%
GAG
1052
GM Advisory Group
New York
$2.74M +$668K +3,552 +33%
WF
1053
Welch & Forbes
Massachusetts
$2.74M +$32.9K +175 +1%
LI
1054
LRI Investments
Florida
$2.74M -$32.5K -173 -1%
SGWM
1055
Sterling Group Wealth Management
California
$2.73M -$940 -5 -0%
SW
1056
SlateStone Wealth
Florida
$2.72M -$98.8K -525 -4%
MCA
1057
Midwest Capital Advisors
Michigan
$2.72M +$1.32K +7 +0%
LWM
1058
Liberty Wealth Management
California
$2.71M -$128K -678 -5%
MWM
1059
McCartney Wealth Management
Missouri
$2.71M +$2.67M +14,182 New
KF
1060
K2 Financial
California
$2.71M +$5.46K +29 +0.2%
STCOSD
1061
Sageworth Trust Company of South Dakota
South Dakota
$2.67M – – –
FWM
1062
Forza Wealth Management
Florida
$2.67M +$3.76K +20 +0.1%
BBFA
1063
Brindle & Bay Financial Advisors
Texas
$2.67M +$2.63M +13,996 New
GPCM
1064
Guardsman Private Capital Management
Florida
$2.67M +$2.63M +13,989 New
XPN
1065
XY Planning Network
Montana
$2.67M +$1.53M +8,135 +139%
MWM
1066
MOR Wealth Management
Pennsylvania
$2.67M +$2.63M +13,973 New
EA
1067
Everpar Advisors
Oklahoma
$2.66M +$1.91M +10,136 +267%
AL
1068
ADE LLC
Maryland
$2.65M -$28K -149 -1%
HAM
1069
Harmony Asset Management
Arizona
$2.64M +$669K +3,559 +35%
SFP
1070
Shepherd Financial Partners
Massachusetts
$2.64M +$2.44K +13 +0.1%
GTWM
1071
Global Trust Wealth Management
Florida
$2.64M +$2.6M +13,798 New
FLPIM
1072
F.L. Putnam Investment Management
Massachusetts
$2.61M -$9.03K -48 -0.3%
RIM
1073
Rockbridge Investment Management
New York
$2.61M -$199K -1,059 -7%
KA
1074
Klingman & Associates
New York
$2.6M +$1.42M +7,545 +125%
JIP
1075
Jaffetilchin Investment Partners
Florida
$2.59M +$139K +737 +6%
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