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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1226
GM Advisory Group
New York
$898K +$925 +6 +0.1%
PP
1227
Patron Partners
Texas
$894K +$15.9K +103 +2%
SOAG
1228
Silver Oak Advisory Group
Oregon
$889K +$462 +3 +0.1%
BW
1229
Bison Wealth
Georgia
$887K – – –
GI
1230
GAMMA Investing
California
$876K +$517K +3,355 +166%
SSB
1231
Sandy Spring Bank
Maryland
$873K +$259K +1,683 +46%
WCFA
1232
Walkner Condon Financial Advisors
Wisconsin
$872K -$90K -584 -10%
HL
1233
HeadInvest LLC
Maine
$871K +$68.1K +442 +9%
PA
1234
Procyon Advisors
Connecticut
$871K +$142K +923 +21%
FWCM
1235
Ferguson Wellman Capital Management
Oregon
$869K -$495K -3,213 -38%
MPW
1236
Monterey Private Wealth
California
$866K -$67.2K -436 -8%
MJRIC
1237
Mogy Joel R Investment Counsel
California
$866K +$46.4K +301 +6%
TCWM
1238
Total Clarity Wealth Management
Illinois
$865K +$152K +989 +23%
CFO
1239
CVA Family Office
Colorado
$860K +$308 +2 +0%
CMAI
1240
Capital Management Associates Inc
Minnesota
$854K -$3.85K -25 -0.5%
BFC
1241
Bedel Financial Consulting
Indiana
$854K +$4.32K +28 +0.5%
CMBA
1242
C.M. Bidwell & Associates
Hawaii
$853K -$154 -1 -0%
SIC
1243
Salem Investment Counselors
North Carolina
$851K -$73.7K -478 -8%
BMWM
1244
Brown Miller Wealth Management
Virginia
$850K +$30.8K +200 +4%
PFG
1245
Pinnacle Financial Group
Illinois
$849K +$13.4K +87 +2%
RFP
1246
Root Financial Partners
California
$848K -$125K -812 -13%
SAS
1247
Stelac Advisory Services
New York
$847K +$304K +1,975 +61%
FFM
1248
Forum Financial Management
Illinois
$843K -$50.4K -327 -6%
CCMG
1249
Clark Capital Management Group
Pennsylvania
$842K +$31.9K +207 +4%
SIMC
1250
Squire Investment Management Company
Utah
$837K +$30.5K +198 +4%
48 49
50
51 52