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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1076
Walkner Condon Financial Advisors
Wisconsin
$256K +$244K +1,945 New
FNB
1077
Farmers National Bank
Kentucky
$255K – – –
FWIA
1078
Fort Washington Investment Advisors
Ohio
$255K – – –
BFS
1079
Bradley Foster & Sargent
Connecticut
$255K +$243K +1,939 New
KOMWMG
1080
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$254K +$7.15K +57 +3%
BC
1081
Brio Consultants
California
$253K -$9.9K -79 -4%
YWP
1082
YorkBridge Wealth Partners
New York
$253K +$25.1K +200 +12%
BTWM
1083
Baker Tilly Wealth Management
Wisconsin
$253K +$28.2K +225 +13%
GT
1084
Glenview Trust
Kentucky
$250K – – –
VCAM
1085
Van Cleef Asset Management
Ohio
$250K – – –
SFG
1086
Sovereign Financial Group
Connecticut
$250K +$238K +1,902 New
AC
1087
Alexandria Capital
Virginia
$248K -$118K -939 -33%
OCM
1088
One Capital Management
California
$248K +$125 +1 +0.1%
LC
1089
Landaas & Company
Wisconsin
$247K – – –
WBG
1090
Wharton Business Group
Pennsylvania
$244K – – –
CNC
1091
Canandaigua National Corp
New York
$242K – – –
MC
1092
Moors & Cabot
Massachusetts
$242K +$233K +1,855 New
FFWA
1093
FRG Family Wealth Advisors
Washington
$241K – – –
AWM
1094
Accel Wealth Management
Iowa
$240K +$92.3K +736 +68%
GI
1095
Gradient Investments
Minnesota
$240K +$196K +1,566 +609%
RA
1096
Riversedge Advisors
Delaware
$238K +$251 +2 +0.1%
RWM
1097
Raffa Wealth Management
District of Columbia
$238K +$1.25K +10 +0.6%
ICM
1098
IMS Capital Management
Oregon
$237K -$9.9K -79 -4%
BIM
1099
Bridges Investment Management
Nebraska
$237K – – –
GSEP
1100
Golden State Equity Partners
California
$237K – – –
42 43
44
45 46