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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1176
Claro Advisors
Massachusetts
$222K +$1.79K +13 +0.8%
RCM
1177
RNC Capital Management
California
$221K -$12.4K -90 -5%
LFA
1178
Landmark Financial Advisors
Kentucky
$221K +$221K +1,606 New
CAG
1179
Curtis Advisory Group
California
$218K – – –
AC
1180
Arjuna Capital
North Carolina
$217K +$217K +1,578 New
LA
1181
Legacy Advisors
Pennsylvania
$216K – – –
WT
1182
Washington Trust
Rhode Island
$216K – – –
BHB
1183
Bank Hapoalim BM
Israel
$215K -$16.5K -120 -7%
HSA
1184
HBK Sorce Advisory
Pennsylvania
$215K -$824 -6 -0.4%
DCM
1185
Donaldson Capital Management
Indiana
$214K +$214K +1,559 New
FWCM
1186
Ferguson Wellman Capital Management
Oregon
$213K +$213K +1,552 New
NPI
1187
New Perspectives Inc
Mississippi
$213K +$213K +1,553 New
C
1188
Certuity
Florida
$212K +$212K +1,543 New
PFA
1189
Pinnacle Family Advisors
Missouri
$210K +$210K +1,526 New
CBT
1190
Capital Bank & Trust
California
$209K +$209K +1,523 New
DCM
1191
Decatur Capital Management
Georgia
$208K +$207K +1,510 New
LWCFA
1192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$208K +$207K +1,510 New
ACM
1193
Armbruster Capital Management
New York
$208K +$208K +1,512 New
PWM
1194
PRW Wealth Management
Massachusetts
$207K -$18.7M -136,159 -99%
PG
1195
Patten Group
Tennessee
$207K +$207K +1,507 New
RIA
1196
RPG Investment Advisory
California
$206K +$34.4K +250 +20%
TA
1197
Tectonic Advisors
Texas
$206K +$205K +1,495 New
GAG
1198
GM Advisory Group
New York
$206K +$206K +1,500 New
HJMC
1199
Hellman Jordan Management Company
Massachusetts
$206K +$206K +1,500 New
UFA
1200
US Financial Advisors
Massachusetts
$205K -$6.42M -46,758 -97%
46 47
48
49 50