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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1526
Naples Global Advisors
Florida
$270K +$264K +1,901 New
VCAM
1527
Van Cleef Asset Management
Ohio
$270K – – –
CIA
1528
Choate Investment Advisors
Massachusetts
$269K -$193K -1,390 -42%
MA
1529
Mezzasalma Advisors
New Jersey
$269K +$278 +2 +0.1%
LA
1530
Legacy Advisors
Pennsylvania
$269K +$44.2K +318 +20%
OAM
1531
Occidental Asset Management
California
$269K +$556 +4 +0.2%
SIC
1532
Sterling Investment Counsel
New York
$268K -$9.72K -70 -4%
JFG
1533
JDM Financial Group
Texas
$267K +$417 +3 +0.2%
LT
1534
Legacy Trust
Michigan
$265K – – –
LJAC
1535
L.J. Altfest & Co
New York
$265K +$259K +1,868 New
ZIM
1536
Zacks Investment Management
Illinois
$265K -$109K -788 -30%
WBG
1537
Wharton Business Group
Pennsylvania
$264K – – –
PFG
1538
Prosperity Financial Group
California
$262K -$1.39K -10 -0.5%
FFWA
1539
FRG Family Wealth Advisors
Washington
$261K – – –
SWM
1540
Silverlake Wealth Management
Vermont
$260K +$833 +6 +0.3%
SNBOSCI
1541
Security National Bank of Sioux City Iowa
Iowa
$259K +$254K +1,826 New
SCA
1542
Stonebridge Capital Advisors
Minnesota
$258K -$31.8K -229 -11%
WHG
1543
Westwood Holdings Group
Texas
$258K +$252K +1,817 New
SPC
1544
Stewart & Patten Company
California
$257K – – –
JDR
1545
Jay D. Rosenbaum
$257K +$251K +1,806 New
KW
1546
KWB Wealth
California
$256K +$11.5K +83 +5%
HBW
1547
Hazlett, Burt & Watson
West Virginia
$256K +$218K +1,570 +677%
LW
1548
Libra Wealth
California
$255K -$19.9K -143 -7%
PGA
1549
Portland Global Advisors
Maine
$255K – – –
RCM
1550
RNC Capital Management
California
$255K – – –
60 61
62
63 64