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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1201
Garrison Point Advisors
California
$359K – – –
IHWM
1202
Iron Horse Wealth Management
Iowa
$359K – – –
ASI
1203
Advisory Services & Investments
Oregon
$358K – – –
AAM
1204
Austin Asset Management
Texas
$357K +$346K +2,424 New
MPW
1205
Monterey Private Wealth
California
$357K +$346K +2,425 New
CCFCSB
1206
Cape Cod Five Cents Savings Bank
Massachusetts
$356K +$345K +2,417 New
NIM
1207
Northeast Investment Management
Massachusetts
$353K +$343K +2,402 New
CCP
1208
Clarkston Capital Partners
Michigan
$351K – – –
BWM
1209
Bulltick Wealth Management
Florida
$350K – – –
CPSC
1210
Carl P. Sherr & Co
Massachusetts
$349K – – –
PWMG
1211
Pinnacle Wealth Management Group
Michigan
$349K +$339K +2,372 New
TC
1212
Telemus Capital
Michigan
$349K +$339K +2,375 New
CIA
1213
Compass Ion Advisors
Pennsylvania
$348K +$338K +2,364 New
MLFP
1214
MPS Loria Financial Planners
Illinois
$347K – – –
KC
1215
Kingfisher Capital
North Carolina
$341K +$2K +14 +0.6%
SAM
1216
Summit Asset Management
Tennessee
$340K – – –
RIL
1217
Rothschild Investment LLC
Illinois
$340K +$43.7K +306 +15%
FSG
1218
Financial Strategies Group
Michigan
$339K +$15.1K +106 +5%
RGF
1219
Retirement Guys Formula
Ohio
$339K +$329K +2,302 New
DWM
1220
Dopkins Wealth Management
New York
$339K +$329K +2,307 New
EIP
1221
Ellis Investment Partners
Pennsylvania
$338K -$10K -70 -3%
IAMOG
1222
Investors Asset Management of Georgia
Georgia
$338K – – –
MW
1223
Milestone Wealth
New York
$338K +$328K +2,299 New
BA
1224
Bridgewater Advisors
New York
$337K – – –
YWP
1225
YorkBridge Wealth Partners
New York
$336K +$28.6K +200 +10%
47 48
49
50 51