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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1151
Foster & Motley
Ohio
$777K – – –
HL
1152
HeadInvest LLC
Maine
$774K – – –
FWCM
1153
Ferguson Wellman Capital Management
Oregon
$771K +$757K +5,494 New
PFG
1154
Pacific Financial Group
Washington
$770K +$70.1K +509 +10%
FFA
1155
Fi3 Financial Advisors
Indiana
$770K +$756K +5,488 New
NAMP
1156
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K +$145K +1,055 +24%
BFG
1157
Berger Financial Group
Minnesota
$767K -$73.6K -534 -9%
SOAG
1158
Silver Oak Advisory Group
Oregon
$763K +$50.8K +369 +7%
SIA
1159
Soltis Investment Advisors
Utah
$762K +$228K +1,653 +44%
SWP
1160
Semus Wealth Partners
Florida
$758K +$743K +5,397 New
SAM
1161
SignalPoint Asset Management
Missouri
$755K -$5.79K -42 -0.8%
WA
1162
Wealthstream Advisors
New York
$755K +$6.89K +50 +0.9%
RWPA
1163
Richard W. Paul & Associates
Michigan
$755K +$740K +5,375 New
MPW
1164
Monterey Private Wealth
California
$750K +$10.2K +74 +1%
FMTC
1165
Farmers & Merchants Trust Company
California
$747K -$41.3K -300 -5%
PFGIA
1166
Patriot Financial Group Insurance Agency
Massachusetts
$746K -$332K -2,407 -31%
B
1167
Barings
North Carolina
$745K – – –
CGPCS
1168
Capital Group Private Client Services
California
$744K -$1.07M -7,738 -59%
JGIA
1169
Jackson Grant Investment Advisers
Connecticut
$742K +$1.51K +11 +0.2%
PCM
1170
Prelude Capital Management
New York
$741K +$727K +5,280 New
MJRIC
1171
Mogy Joel R Investment Counsel
California
$740K +$10.3K +75 +1%
LA
1172
Latitude Advisors
Florida
$737K -$18.5K -134 -2%
CMBA
1173
C.M. Bidwell & Associates
Hawaii
$736K +$19.6K +142 +3%
NL
1174
NEPC LLC
Massachusetts
$726K -$97K -704 -12%
OMC
1175
Overbrook Management Corp
New York
$718K – – –
45 46
47
48 49