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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1501
My Legacy Advisors
Oregon
$781K -$338 -2 -0%
DI
1502
Diligent Investors
California
$781K -$34K -201 -4%
WCP
1503
Wick Capital Partners
Pennsylvania
$776K +$963K +5,701 +180%
OFI
1504
Outbound Financial Inc
Colorado
$775K +$741K +4,385 New
1SB
1505
1ST Source Bank
Indiana
$774K – – –
SRC
1506
Shufro Rose & Co
New York
$774K -$16.9K -100 -2%
AA
1507
Ashford Advisors
New York
$771K -$495K -2,932 -68%
MAG
1508
M3 Advisory Group
Massachusetts
$770K +$165K +979 +29%
WJWM
1509
Williams Jones Wealth Management
New York
$768K +$1.01K +6 +0.1%
DA
1510
Detalus Advisors
Missouri
$766K – – –
PFG
1511
PAX Financial Group
Texas
$765K -$505K -2,992 -41%
MJRIC
1512
Mogy Joel R Investment Counsel
California
$763K – – –
SIC
1513
Salem Investment Counselors
North Carolina
$759K -$41.7K -247 -5%
EAMA
1514
EFG Asset Management (Americas)
Florida
$758K – – –
PCM
1515
Passive Capital Management
Maryland
$756K – – –
HIS
1516
Horizon Investment Services
Indiana
$753K -$23.8K -141 -3%
DWM
1517
DecisionMap Wealth Management
Virginia
$749K -$33.1K -196 -4%
PWM
1518
Penobscot Wealth Management
Maine
$746K +$713K +4,221 New
CCWM
1519
Cassaday & Co Wealth Management
Virginia
$745K -$61.3K -363 -8%
FCT
1520
First Community Trust
Iowa
$742K +$3.88K +23 +0.6%
BWA
1521
BlueSky Wealth Advisors
North Carolina
$742K – – –
LC
1522
Lincoln Capital
Nebraska
$738K -$3.88K -23 -0.5%
BB
1523
Busey Bank
Illinois
$736K +$48.3K +286 +7%
BA
1524
Bristlecone Advisors
Washington
$735K -$299K -1,769 -30%
GSF
1525
Grove Street Fiduciary
New Hampshire
$733K -$25.2K -149 -3%
59 60
61
62 63