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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1151
Bison Wealth
Georgia
$774K +$757K +5,447 New
SOAG
1152
Silver Oak Advisory Group
Oregon
$773K +$417 +3 +0.1%
WA
1153
Wealthstream Advisors
New York
$771K +$4.86K +35 +0.6%
FFM
1154
Forum Financial Management
Illinois
$770K +$473K +3,408 +169%
JGIA
1155
Jackson Grant Investment Advisers
Connecticut
$765K +$6.94K +50 +0.9%
JJBC
1156
James J. Burns & Company
New York
$764K -$434K -3,128 -37%
PA
1157
Procyon Advisors
Connecticut
$763K +$208K +1,494 +39%
RWPA
1158
Richard W. Paul & Associates
Michigan
$760K +$8.89K +64 +1%
CRC
1159
Curi RMB Capital
Illinois
$757K -$53.5K -385 -7%
FMTC
1160
Farmers & Merchants Trust Company
California
$756K – – –
FWM
1161
FSA Wealth Management
Massachusetts
$746K +$8.19K +59 +1%
ESB
1162
Essex Savings Bank
Connecticut
$746K +$242K +1,739 +50%
CMBA
1163
C.M. Bidwell & Associates
Hawaii
$745K – – –
SAM
1164
SignalPoint Asset Management
Missouri
$745K -$4.31K -31 -0.6%
HHGA
1165
Halbert Hargrove Global Advisors
California
$741K – – –
CIS
1166
Continental Investors Services
Washington
$740K +$355K +2,559 +100%
SFS
1167
Summit Financial Strategies
Ohio
$739K +$53.5K +385 +8%
RCM
1168
Raleigh Capital Management
North Carolina
$738K -$79.7K -574 -10%
NL
1169
NEPC LLC
Massachusetts
$735K – – –
LW
1170
Linscomb Wealth
Texas
$734K +$66.3K +477 +10%
MJRIC
1171
Mogy Joel R Investment Counsel
California
$733K -$7.64K -55 -1%
TCOV
1172
Trust Company of Vermont
Vermont
$729K +$276K +1,984 +63%
GC
1173
Gilbert & Cook
Iowa
$727K -$70.6K -508 -9%
OBWG
1174
Onyx Bridge Wealth Group
New York
$716K +$22.4K +161 +3%
BFG
1175
Berger Financial Group
Minnesota
$716K -$47.6K -343 -6%
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48 49