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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1251
Navalign LLC
California
$573K +$46.1K +335 +9%
DWA
1252
Dougherty Wealth Advisers
Minnesota
$572K +$335K +2,432 +148%
FPCG
1253
Fort Pitt Capital Group
Pennsylvania
$568K – – –
ACM
1254
Alamar Capital Management
California
$567K +$556K +4,040 New
BFM
1255
Boston Financial Management
Massachusetts
$565K +$555K +4,027 New
PA
1256
Procyon Advisors
Connecticut
$564K +$175K +1,272 +46%
OWA
1257
One Wealth Advisors
California
$563K +$552K +4,010 New
MWM
1258
Madison Wealth Management
Ohio
$563K – – –
MFS
1259
McNamara Financial Services
Massachusetts
$559K -$1.1K -8 -0.2%
DJSG
1260
D.J. St. Germain
Massachusetts
$559K +$553K +4,013 +65%
BWP
1261
Bernardo Wealth Planning
Pennsylvania
$552K +$168K +1,221 +45%
PFA
1262
Petra Financial Advisors
Colorado
$550K +$539K +3,915 New
CWS
1263
Confluence Wealth Services
Pennsylvania
$547K +$81.4K +591 +18%
ANTB
1264
AMG National Trust Bank
Colorado
$547K +$1.79K +13 +0.3%
VCM
1265
Virtue Capital Management
Tennessee
$541K – – –
CFB
1266
Cullen/Frost Bankers
Texas
$535K +$56.8K +412 +12%
CA
1267
Calton & Associates
Florida
$529K +$188K +1,364 +57%
BB
1268
Busey Bank
Illinois
$525K +$13.9K +101 +3%
TFO
1269
Tarbox Family Office
California
$524K +$15.3K +111 +3%
TB
1270
Treynor Bancshares
Iowa
$523K – – –
PAG
1271
Private Advisory Group
Washington
$523K +$1.1K +8 +0.2%
TFA
1272
Triad Financial Advisors
North Carolina
$519K +$91.7K +666 +22%
NIC
1273
Northwest Investment Counselors
Oregon
$518K +$433K +3,143 +575%
GG
1274
Gofen & Glossberg
Illinois
$517K -$191K -1,390 -27%
PFM
1275
Parsec Financial Management
North Carolina
$517K -$27.8K -202 -5%
49 50
51
52 53