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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
1526
FRG Family Wealth Advisors
Washington
$253K – – –
PWMG
1527
Pinnacle Wealth Management Group
Michigan
$252K – – –
SWM
1528
Silverlake Wealth Management
Vermont
$252K -$8.7K -62 -3%
BFWA
1529
Benchmark Financial Wealth Advisors
Florida
$251K -$6.03K -43 -2%
WT
1530
Washington Trust
Rhode Island
$251K +$33K +235 +15%
B
1531
Bailard
California
$251K +$255K +1,819 New
FWA
1532
FSM Wealth Advisors
Ohio
$251K – – –
PWMAG
1533
Pinnacle Wealth Management Advisory Group
New Jersey
$251K +$255K +1,816 New
GAM
1534
GEM Asset Management
Michigan
$250K +$1.4K +10 +0.6%
SPC
1535
Stewart & Patten Company
California
$250K – – –
PGA
1536
Portland Global Advisors
Maine
$248K – – –
RCM
1537
RNC Capital Management
California
$248K – – –
WCP
1538
Wick Capital Partners
Pennsylvania
$248K +$281 +2 +0.1%
VHAM
1539
Van Hulzen Asset Management
California
$246K – – –
WTC
1540
WhitTier Trust Company
Nevada
$246K – – –
ISWM
1541
Independent Solutions Wealth Management
New York
$245K -$2.81K -20 -1%
ARC
1542
Advisor Resource Council
Texas
$245K +$245K +1,748 New
GWP
1543
Gateway Wealth Partners
Wisconsin
$244K +$248K +1,768 New
TF
1544
TimeScale Financial
Massachusetts
$244K +$3.37K +24 +1%
HDIM
1545
Hanson & Doremus Investment Management
Vermont
$243K – – –
RWA
1546
Rooted Wealth Advisors
Illinois
$243K +$243K +1,730 New
BPC
1547
Banque Pictet & Cie
Switzerland
$243K -$1.06M -7,570 -81%
PNAA
1548
Pictet North America Advisors
Switzerland
$243K +$247K +1,759 New
MWM
1549
Marion Wealth Management
Pennsylvania
$243K – – –
NP
1550
Nilsine Partners
Colorado
$242K +$246K +1,754 New
60 61
62
63 64