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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
1476
J. Derek Lewis & Associates
California
$1.06M +$1.04M +5,540 New
VAM
1477
Verity Asset Management
North Carolina
$1.06M -$1.03M -5,455 -50%
BMWM
1478
Brown Miller Wealth Management
Virginia
$1.06M – – –
SIM
1479
Stratos Investment Management
Ohio
$1.06M -$8.09K -43 -0.8%
I
1480
InvesTrust
Oklahoma
$1.05M +$36.7K +195 +4%
LW
1481
Libra Wealth
California
$1.05M +$22.6K +120 +2%
BWM
1482
Briggs Wealth Management
Connecticut
$1.05M +$1.04M +5,518 New
SGFG
1483
Silver Grove Financial Group
New York
$1.05M +$23.9K +127 +2%
BFS
1484
BridgePort Financial Solutions
Iowa
$1.05M -$28.8K -153 -3%
E
1485
EntreWealth
Texas
$1.05M +$745K +3,962 +354%
RW
1486
Rede Wealth
Virginia
$1.05M +$1.03M +5,487 New
PP
1487
Patron Partners
Texas
$1.04M -$4.14K -22 -0.4%
GSWM
1488
Golden State Wealth Management
California
$1.04M -$10.7K -57 -1%
TSMHT
1489
Thurston Springer Miller Herd & Titak
Indiana
$1.04M +$1.02M +5,434 +67,925%
KAS
1490
KPP Advisory Services
Kentucky
$1.04M +$34.6K +184 +4%
SCA
1491
Strathmore Capital Advisors
North Carolina
$1.03M +$1.02M +5,419 New
HI
1492
Hudock Inc
Pennsylvania
$1.03M +$40.4K +215 +4%
BIA
1493
Barry Investment Advisors
Massachusetts
$1.03M -$32.9K -175 -3%
PFM
1494
Peak Financial Management
Massachusetts
$1.03M -$35.4K -188 -3%
AIA
1495
Accelerate Investment Advisors
California
$1.03M -$73.9K -393 -7%
SWA
1496
Serenus Wealth Advisors
California
$1.02M +$3.2K +17 +0.3%
BFA
1497
Ballast Financial Advisors
Pennsylvania
$1.02M +$1.01M +5,357 New
SWP
1498
Strategic Wealth Partners
Ohio
$1.01M +$541K +2,877 +118%
BLC
1499
Brown, Lisle/Cummings
Rhode Island
$1.01M – – –
ACM
1500
Armbruster Capital Management
New York
$1.01M – – –
58 59
60
61 62