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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1576
1ST Source Bank
Indiana
$226K +$229K +1,635 New
CYG
1577
Clean Yield Group
Vermont
$226K – – –
SYBT
1578
Stock Yards Bank & Trust
Kentucky
$225K +$5.89K +42 +3%
VFPW
1579
Vantage Financial Partners (Wisconsin)
Wisconsin
$222K -$4.63K -33 -2%
CI
1580
Cordant Inc
Oregon
$222K +$702 +5 +0.3%
FCA
1581
Fortis Capital Advisors
Kansas
$222K -$104K -743 -32%
AI
1582
Accredited Investors
Minnesota
$220K -$6.03K -43 -3%
AIP
1583
Ameritas Investment Partners
Nebraska
$220K +$3.37K +24 +2%
NP
1584
NorthRock Partners
Minnesota
$220K -$29K -207 -12%
DLCIG
1585
D.L. Carlson Investment Group
New Hampshire
$220K -$4.21K -30 -2%
SIC
1586
Shoker Investment Counsel
Ohio
$219K -$25.5K -182 -10%
NL
1587
Navalign LLC
California
$219K -$350K -2,493 -61%
CFG
1588
Cooper Financial Group
California
$218K +$222K +1,581 New
LA
1589
Legacy Advisors
Pennsylvania
$218K – – –
MCM
1590
Morton Capital Management
California
$217K +$1.68K +12 +0.8%
SS
1591
Sunbelt Securities
Texas
$217K +$140 +1 +0.1%
RFA
1592
Resurgent Financial Advisors
Georgia
$216K -$17.8K -127 -8%
SIG
1593
Spinnaker Investment Group
California
$215K +$219K +1,558 New
HCM
1594
Hudson Capital Management
New Jersey
$214K – – –
APW
1595
Aurora Private Wealth
New Jersey
$214K -$7.44K -53 -3%
FNBT
1596
FineMark National Bank & Trust
Florida
$214K +$217K +1,548 New
BTIM
1597
BancFirst Trust & Investment Management
Oklahoma
$214K – – –
MSWM
1598
McGlone Suttner Wealth Management
Wisconsin
$213K – – –
WP
1599
WealthPLAN Partners
Nebraska
$212K -$868K -6,185 -80%
SAS
1600
SMI Advisory Services
Indiana
$212K +$212K +1,510 New
62 63
64
65 66