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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1076
Townsend Asset Management
North Carolina
$607K +$1.98K +14 +0.3%
CCA
1077
Conservest Capital Advisors
Pennsylvania
$603K – – –
IAA
1078
Independent Advisor Alliance
North Carolina
$602K +$644K +4,565 New
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$599K -$14.1K -100 -2%
KTC
1080
Kistler-Tiffany Companies
Pennsylvania
$595K -$11.4K -81 -2%
AF
1081
Affiance Financial
Minnesota
$595K – – –
AWM
1082
Activest Wealth Management
Florida
$595K +$282 +2 +0%
AMM
1083
American Money Management
California
$595K +$1.98K +14 +0.3%
ACM
1084
Advance Capital Management
Michigan
$594K +$39.4K +279 +7%
CRC
1085
Curi RMB Capital
Illinois
$588K -$32K -227 -5%
AW
1086
Apricus Wealth
South Carolina
$584K +$45.8K +325 +8%
WI
1087
Wintrust Investments
Illinois
$583K -$243K -1,724 -28%
SCA
1088
Sage Capital Advisors
South Dakota
$578K -$68K -482 -10%
ACM
1089
Allred Capital Management
Texas
$576K +$1.27K +9 +0.2%
IWP
1090
Icon Wealth Partners
Texas
$575K -$1.69K -12 -0.3%
IFWM
1091
Institute for Wealth Management
Colorado
$575K +$56K +397 +10%
TWA
1092
TCI Wealth Advisors
Arizona
$573K -$5.78K -41 -0.9%
NCM
1093
NCM Capital Management
New Jersey
$573K – – –
BLC
1094
Brown, Lisle/Cummings
Rhode Island
$572K +$7.05K +50 +1%
CIA
1095
Compass Ion Advisors
Pennsylvania
$569K +$3.67K +26 +0.6%
CIA
1096
Cohen Investment Advisors
New Hampshire
$569K +$22.7K +161 +4%
IUHSA
1097
Itau Unibanco Holding S.A.
Brazil
$567K +$605K +4,288 +35,733%
EPWM
1098
Essex Private Wealth Management
Massachusetts
$563K – – –
HR
1099
Howe & Rusling
New York
$558K -$27.9K -198 -4%
PMFA
1100
Plante Moran Financial Advisors
Michigan
$558K -$564 -4 -0.1%
42 43
44
45 46