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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1351
Morton Capital Management
California
$231K +$225K +1,573 New
SIC
1352
Shoker Investment Counsel
Ohio
$231K +$286 +2 +0.1%
SWM
1353
Silverlake Wealth Management
Vermont
$230K +$223K +1,562 New
NPI
1354
New Perspectives Inc
Mississippi
$228K – – –
WA
1355
Wealthstar Advisors
Texas
$227K – – –
BC
1356
Brio Consultants
California
$227K +$286 +2 +0.1%
PG
1357
Patten Group
Tennessee
$226K -$11.9K -83 -5%
LFA
1358
Landmark Financial Advisors
Kentucky
$226K +$219K +1,533 New
VAG
1359
VisionPoint Advisory Group
Texas
$224K -$77.7K -544 -26%
HDIM
1360
Hanson & Doremus Investment Management
Vermont
$224K +$24.7K +173 +13%
APW
1361
Austin Private Wealth
Texas
$223K +$216K +1,513 New
AWA
1362
Acorn Wealth Advisors
Michigan
$223K +$217K +1,518 New
LWCFA
1363
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K – – –
HJMC
1364
Hellman Jordan Management Company
Massachusetts
$221K – – –
GF
1365
Gries Financial
Ohio
$220K – – –
AFP
1366
Ausdal Financial Partners
Iowa
$220K +$213K +1,493 New
CIA
1367
Caerus Investment Advisors
Texas
$220K +$214K +1,498 New
GC
1368
Grimes & Company
Massachusetts
$220K +$214K +1,498 New
UAS
1369
United Asset Strategies
New York
$219K – – –
FCBT
1370
First Citizens Bank & Trust
North Carolina
$219K +$213K +1,494 New
TI
1371
tru Independence
Oregon
$218K +$211K +1,480 New
TNA
1372
True North Advisors
Texas
$218K +$212K +1,483 New
WCP
1373
Wick Capital Partners
Pennsylvania
$216K +$210K +1,470 New
GEA
1374
Glen Eagle Advisors
New Jersey
$215K – – –
IWA
1375
IBEX Wealth Advisors
New Jersey
$215K +$47K +329 +29%
53 54
55
56 57