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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1126
Foster & Motley
Ohio
$764K – – –
RFP
1127
Root Financial Partners
California
$762K +$774K +5,515 New
CCA
1128
Cobblestone Capital Advisors
New York
$762K -$515K -3,673 -40%
UAS
1129
United Asset Strategies
New York
$759K +$348K +2,477 +156%
GAG
1130
GM Advisory Group
New York
$758K +$468K +3,334 +155%
MPW
1131
Monterey Private Wealth
California
$758K +$20.1K +143 +3%
SIA
1132
Soltis Investment Advisors
Utah
$751K +$1.12K +8 +0.1%
SOAG
1133
Silver Oak Advisory Group
Oregon
$751K +$421 +3 +0.1%
CT
1134
Colonial Trust
South Carolina
$751K -$15.6K -111 -2%
SWP
1135
Semus Wealth Partners
Florida
$748K +$2.81K +20 +0.4%
WA
1136
Wealthstream Advisors
New York
$744K +$1.82K +13 +0.2%
MIM
1137
Moseley Investment Management
Florida
$744K -$40.6K -289 -5%
BFG
1138
Berger Financial Group
Minnesota
$743K -$11.2K -80 -1%
JGIA
1139
Jackson Grant Investment Advisers
Connecticut
$737K +$6.32K +45 +0.9%
FMTC
1140
Farmers & Merchants Trust Company
California
$735K – – –
RWPA
1141
Richard W. Paul & Associates
Michigan
$730K -$12.8K -91 -2%
CI
1142
Cambiar Investors
Colorado
$729K -$967K -6,892 -57%
TFG
1143
Tilson Financial Group
New Jersey
$729K -$90.8K -647 -11%
SAM
1144
SignalPoint Asset Management
Missouri
$728K -$15K -107 -2%
DWA
1145
Dougherty Wealth Advisers
Minnesota
$726K +$166K +1,185 +29%
CMBA
1146
C.M. Bidwell & Associates
Hawaii
$724K – – –
WFM
1147
Wolff Financial Management
Michigan
$723K -$42.2K -301 -5%
MJRIC
1148
Mogy Joel R Investment Counsel
California
$720K -$8.42K -60 -1%
HHGA
1149
Halbert Hargrove Global Advisors
California
$720K -$53K -378 -7%
PFGIA
1150
Patriot Financial Group Insurance Agency
Massachusetts
$719K -$14.5K -103 -2%
44 45
46
47 48