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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
1101
Vilga Financial Planning
New Jersey
$2.65M +$2.71M +13,529 New
GAG
1102
GM Advisory Group
New York
$2.65M -$169K -845 -6%
AL
1103
ADE LLC
Maryland
$2.65M -$76.1K -380 -3%
FLPIM
1104
F.L. Putnam Investment Management
Massachusetts
$2.65M -$35.4K -177 -1%
MAM
1105
Marotta Asset Management
Virginia
$2.65M -$310K -1,548 -10%
AIA
1106
AIMZ Investment Advisors
California
$2.65M -$181K -905 -6%
4WM
1107
49 Wealth Management
Texas
$2.64M -$70.7M -352,899 -96%
BPFA
1108
Barnes Pettey Financial Advisors
Mississippi
$2.64M +$188K +941 +8%
E
1109
Evansbrook
Illinois
$2.64M +$485K +2,424 +22%
WKWM
1110
Walter & Keenan Wealth Management
Indiana
$2.63M -$515K -2,572 -16%
SFAM
1111
Sawyer Falduto Asset Management
Illinois
$2.62M -$18.4K -92 -0.7%
FA
1112
Fountainhead AM
New Jersey
$2.62M +$443K +2,213 +20%
DJSG
1113
D.J. St. Germain
Massachusetts
$2.62M +$37.6K +188 +1%
TWM
1114
Tradition Wealth Management
Minnesota
$2.62M +$90.9K +454 +4%
MAS
1115
Meeder Advisory Services
Ohio
$2.61M -$282K -1,408 -10%
ACM
1116
Avalon Capital Management
California
$2.61M +$552K +2,757 +26%
OFS
1117
Opus Financial Solutions
Illinois
$2.6M +$351K +1,751 +15%
NFP
1118
Narus Financial Partners
Utah
$2.6M -$33.8K -169 -1%
ABWM
1119
Alpine Bank Wealth Management
Colorado
$2.59M – – –
ADL
1120
Asset Dedication LLC
California
$2.58M +$7.61K +38 +0.3%
AB
1121
Atlas Brown
Kentucky
$2.58M -$31K -155 -1%
PL
1122
Plancorp LLC
Missouri
$2.57M -$51.7K -258 -2%
TLFA
1123
True Link Financial Advisors
California
$2.57M -$30.2K -151 -1%
GTWM
1124
Global Trust Wealth Management
Florida
$2.55M -$156K -778 -6%
EP
1125
Ehrenkranz Partners
New York
$2.55M +$1.6K +8 +0.1%
43 44
45
46 47