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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1401
Virtue Capital Management
Tennessee
$582K -$3.84K -24 -0.7%
JWM
1402
JFG Wealth Management
Colorado
$582K +$580K +3,626 New
1WA
1403
180 Wealth Advisors
Washington
$580K -$9.91K -62 -2%
FWCM
1404
Ferguson Wellman Capital Management
Oregon
$580K -$275K -1,718 -32%
TPA
1405
Trivium Point Advisory
Connecticut
$576K +$574K +3,593 New
GEA
1406
Glen Eagle Advisors
New Jersey
$575K -$12K -75 -2%
LK
1407
Lumbard & Kellner
New Hampshire
$572K – – –
LPP
1408
Life Planning Partners
Florida
$572K -$18.1K -113 -3%
PS
1409
Planned Solutions
California
$572K – – –
ITIM
1410
Indiana Trust & Investment Management
Indiana
$569K -$81K -507 -13%
DA
1411
Detalus Advisors
Missouri
$565K -$2.4K -15 -0.4%
RWM
1412
Rockwood Wealth Management
Pennsylvania
$564K +$1.28K +8 +0.2%
CPSC
1413
Carl P. Sherr & Co
Massachusetts
$562K – – –
SIC
1414
SJS Investment Consulting
Ohio
$561K – – –
MIC
1415
Means Investment Company
Maine
$559K -$84.2K -527 -13%
BONH
1416
Bank of New Hampshire
New Hampshire
$556K -$56.4K -353 -9%
KWA
1417
Kingswood Wealth Advisors
California
$554K -$3.04K -19 -0.5%
GL
1418
Gerber LLC
Ohio
$551K +$79.9K +500 +17%
WJWM
1419
Williams Jones Wealth Management
New York
$551K -$1.6K -10 -0.3%
FCA
1420
Fortis Capital Advisors
Kansas
$551K +$146K +912 +36%
DP
1421
DDD Partners
Washington
$550K -$28K -175 -5%
HPIA
1422
Hamilton Point Investment Advisors
North Carolina
$549K – – –
SIM
1423
Stratos Investment Management
Ohio
$549K +$57.1K +357 +12%
BB
1424
Busey Bank
Illinois
$548K -$10.5K -66 -2%
CAAM
1425
Cornerstone Advisors Asset Management
Pennsylvania
$542K – – –
55 56
57
58 59