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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1401
Choate Investment Advisors
Massachusetts
$234K – – –
BAWC
1402
Boyce & Associates Wealth Consulting
Texas
$234K +$43.9K +325 +21%
RPCONE
1403
Retirement Planning Company of New England
Rhode Island
$232K – – –
SJL
1404
Shayne & Jacobs LLC
Tennessee
$232K – – –
TF
1405
Trek Financial
Arizona
$231K -$270 -2 -0.1%
SSC
1406
Syverson Strege & Co
Iowa
$231K – – –
RWM
1407
Raffa Wealth Management
District of Columbia
$231K +$1.49K +11 +0.6%
HPC
1408
Hobart Private Capital
North Carolina
$230K +$2.7K +20 +1%
WBG
1409
Wharton Business Group
Pennsylvania
$229K – – –
CI
1410
Cordant Inc
Oregon
$229K +$7.97K +59 +3%
HIP
1411
HUB Investment Partners
Texas
$229K +$251K +1,854 New
SAM
1412
Strategy Asset Managers
California
$229K +$251K +1,854 New
IF
1413
Ironwood Financial
Arizona
$228K +$11.2K +83 +5%
SAG
1414
Spotlight Asset Group
Illinois
$228K +$235K +1,740 New
BCA
1415
Bay Colony Advisors
Massachusetts
$227K -$38.4K -284 -13%
FFWA
1416
FRG Family Wealth Advisors
Washington
$227K – – –
FWA
1417
FSM Wealth Advisors
Ohio
$224K -$2.84K -21 -1%
WA
1418
Wealthstar Advisors
Texas
$224K +$9.46K +70 +4%
MA
1419
Mezzasalma Advisors
New Jersey
$223K – – –
SPC
1420
Stewart & Patten Company
California
$223K – – –
AA
1421
Apriem Advisors
California
$223K +$34.5K +255 +16%
SFPG
1422
Stonebridge Financial Planning Group
Florida
$223K +$244K +1,805 New
HDIM
1423
Hanson & Doremus Investment Management
Vermont
$222K – – –
PGA
1424
Portland Global Advisors
Maine
$222K – – –
C
1425
Certuity
Florida
$222K +$14.2K +105 +6%
55 56
57
58 59