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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1276
Boston Financial Management
Massachusetts
$781K +$76.6K +479 +11%
CCWM
1277
Cassaday & Co Wealth Management
Virginia
$780K +$324K +2,030 +72%
WCG
1278
Weaver Consulting Group
California
$777K – – –
DP
1279
Dearborn Partners
Illinois
$775K +$10.9K +68 +1%
CWP
1280
Corepath Wealth Partners
Arizona
$770K +$182K +1,139 +31%
AW
1281
Apricus Wealth
South Carolina
$768K -$24K -150 -3%
CC
1282
Callan Capital
California
$765K – – –
GKWIM
1283
Gerber Kawasaki Wealth & Investment Management
California
$761K +$95.7K +599 +14%
NB
1284
Northwest Bancshares
Pennsylvania
$760K – – –
CCA
1285
Conservest Capital Advisors
Pennsylvania
$758K – – –
T
1286
TNF
Montana
$755K +$3.68K +23 +0.5%
NW
1287
Naviter Wealth
Arkansas
$753K +$56.7K +355 +8%
PCP
1288
Proficio Capital Partners
Massachusetts
$752K – – –
ANTB
1289
AMG National Trust Bank
Colorado
$752K +$72.6K +454 +11%
AIC
1290
Archer Investment Corporation
Indiana
$751K -$19.2K -120 -2%
FT
1291
Fiduciary Trust
Massachusetts
$751K – – –
RLWM
1292
RF&L Wealth Management
Massachusetts
$751K – – –
TRIA
1293
Trail Ridge Investment Advisors
Colorado
$749K -$2.08K -13 -0.3%
AFO
1294
Allie Family Office
Florida
$746K – – –
BFIM
1295
Beese Fulmer Investment Management
Ohio
$745K +$16.8K +105 +2%
TAM
1296
Townsend Asset Management
North Carolina
$743K -$5.91K -37 -0.8%
IWA
1297
Icon Wealth Advisors
Texas
$741K -$1.92K -12 -0.3%
FNBT
1298
FineMark National Bank & Trust
Florida
$740K +$93.5K +585 +15%
LA
1299
Latitude Advisors
Florida
$739K +$27.8K +174 +4%
RG
1300
Rathbones Group
United Kingdom
$737K +$734K +4,595 New
50 51
52
53 54