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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1151
Glenview Trust
Kentucky
$467K – – –
FSA
1152
Fort Sheridan Advisors
Illinois
$466K +$41.6K +295 +9%
SIM
1153
Seaview Investment Managers
Florida
$465K – – –
TI
1154
Truepoint Inc
Ohio
$464K -$15.4K -109 -3%
CWS
1155
Confluence Wealth Services
Pennsylvania
$463K -$14.7K -104 -3%
PWP
1156
Pursue Wealth Partners
California
$463K +$496K +3,513 New
CI
1157
Cambiar Investors
Colorado
$461K +$494K +3,499 New
GLLW
1158
Graves Light Lenhart Wealth
Virginia
$460K +$6.91K +49 +1%
RIA
1159
RPG Investment Advisory
California
$455K +$54.9K +389 +13%
CIAS
1160
Capital Investment Advisory Services
North Carolina
$454K -$10.4K -74 -2%
FP
1161
Financial Perspectives
Minnesota
$454K +$282 +2 +0.1%
NIM
1162
Northeast Investment Management
Massachusetts
$451K +$50.9K +361 +12%
CIA
1163
Cladis Investment Advisory
Montana
$450K – – –
FNWM
1164
Financial Network Wealth Management
Utah
$450K -$846 -6 -0.2%
SSB
1165
Sandy Spring Bank
Maryland
$448K -$109K -771 -18%
ANBT
1166
American National Bank & Trust
Texas
$448K – – –
CFB
1167
Cullen/Frost Bankers
Texas
$448K – – –
WKWM
1168
Walter & Keenan Wealth Management
Indiana
$448K +$705 +5 +0.1%
WAG
1169
Winthrop Advisory Group
Massachusetts
$447K -$2.82K -20 -0.6%
SFO
1170
Stokes Family Office
Louisiana
$445K – – –
VM
1171
VPR Management
Texas
$442K – – –
EGA
1172
Eagle Global Advisors
Texas
$442K +$4.23K +30 +0.9%
RDWM
1173
Red Door Wealth Management
Tennessee
$441K +$71.7K +508 +18%
FWM
1174
Fairhaven Wealth Management
Illinois
$439K +$5.64K +40 +1%
LRPA
1175
L. Roy Papp & Associates
Arizona
$438K +$254K +1,801 +119%
45 46
47
48 49