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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
126
Morningstar Investment Services
Illinois
$926K +$926K +13,699 New
CAM
127
Carret Asset Management
New York
$817K +$817K +12,080 New
JP Morgan Chase
128
JP Morgan Chase
New York
$770K +$770K +11,383 New
CP
129
Camelot Portfolios
Ohio
$768K +$768K +11,357 New
EWM
130
Empirical Wealth Management
Washington
$757K +$757K +11,196 New
JFG
131
JMG Financial Group
Illinois
$750K +$750K +11,089 New
GAM
132
Gould Asset Management
California
$736K +$736K +10,890 New
HS
133
Huntington Steele
Pennsylvania
$718K +$717K +10,602 New
FAT
134
First American Trust
California
$716K +$716K +10,594 New
AL
135
Aspiriant LLC
California
$660K +$660K +9,764 New
CCMH
136
Cornerstone Capital Management Holdings
New York
$645K +$645K +9,538 New
EFS
137
Edelman Financial Services
Virginia
$633K +$633K +9,365 New
SNC
138
Stifel Nicolaus & Co
Missouri
$628K +$628K +9,291 New
CBU
139
CIBC Bank USA
Illinois
$625K +$625K +9,238 New
CIC
140
Cornercap Investment Counsel
Georgia
$623K +$623K +9,216 New
CFA
141
Carroll Financial Associates
North Carolina
$598K +$599K +8,850 New
MAM
142
Marquette Asset Management
Minnesota
$573K +$574K +8,481 New
UCFA
143
United Capital Financial Advisors
Texas
$526K +$526K +7,777 New
MFS
144
MSI Financial Services
Massachusetts
$514K +$514K +7,604 New
US Bancorp
145
US Bancorp
Minnesota
$497K +$497K +7,349 New
BFIM
146
Beese Fulmer Investment Management
Ohio
$489K +$489K +7,227 New
WA
147
WFG Advisors
Texas
$486K +$486K +7,190 New
Bessemer Group
148
Bessemer Group
New Jersey
$470K +$470K +6,947 New
AC
149
Alley Company
Illinois
$458K +$458K +6,775 New
CWM
150
Concert Wealth Management
California
$454K +$454K +6,712 New
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