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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1401
Rockwood Wealth Management
Pennsylvania
$571K -$38.7K -251 -7%
SS
1402
Sunbelt Securities
Texas
$571K +$11.3K +73 +2%
CPSC
1403
Carl P. Sherr & Co
Massachusetts
$570K -$36.7K -238 -6%
SIC
1404
SJS Investment Consulting
Ohio
$570K -$15.4K -100 -3%
WB
1405
WesBanco Bank
West Virginia
$568K -$68.9K -447 -11%
KCPG
1406
Kavar Capital Partners Group
Kansas
$568K -$510K -3,309 -49%
BB
1407
Busey Bank
Illinois
$567K – – –
PFGIA
1408
Patriot Financial Group Insurance Agency
Massachusetts
$566K -$133K -861 -20%
KWA
1409
Kingswood Wealth Advisors
California
$565K -$64K -415 -11%
BRIA
1410
Balanced Rock Investment Advisors
Massachusetts
$564K -$417K -2,707 -44%
WJWM
1411
Williams Jones Wealth Management
New York
$561K -$38.2K -248 -7%
SFPG
1412
Stonebridge Financial Planning Group
Florida
$560K +$18.5K +120 +4%
PFG
1413
Prosperity Financial Group
California
$560K +$46.2K +300 +10%
VCM
1414
Virtue Capital Management
Tennessee
$556K +$3.7K +24 +0.7%
HPIA
1415
Hamilton Point Investment Advisors
North Carolina
$554K – – –
IG
1416
ING Group
Netherlands
$552K -$1.41M -9,139 -73%
CAAM
1417
Cornerstone Advisors Asset Management
Pennsylvania
$550K -$95.6K -620 -16%
WMWM
1418
Whitaker-Myers Wealth Managers
Ohio
$550K -$197K -1,279 -27%
VM
1419
VPR Management
Texas
$546K – – –
FWM
1420
Fairhaven Wealth Management
Illinois
$544K – – –
UWPG
1421
Ullmann Wealth Partners Group
Florida
$544K -$154 -1 -0%
PMG
1422
Private Management Group
California
$542K +$189K +1,229 +59%
SPWG
1423
Syntegra Private Wealth Group
Missouri
$542K -$23K -149 -4%
CGPCS
1424
Capital Group Private Client Services
California
$542K -$370K -2,398 -42%
LWM
1425
Luminvest Wealth Management
Arizona
$541K -$2.31K -15 -0.5%
55 56
57
58 59