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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1576
Selective Wealth Management
Virginia
$236K +$232K +1,671 New
BSWA
1577
Bromfield Sneider Wealth Advisors
Massachusetts
$235K – – –
ISWM
1578
Independent Solutions Wealth Management
New York
$235K -$17.4K -125 -7%
SPA
1579
Sentinel Pension Advisors
Massachusetts
$234K +$229K +1,649 New
RBC
1580
Romano Brothers & Co
Illinois
$233K -$3.33K -24 -1%
PG
1581
Patten Group
Tennessee
$232K -$5K -36 -2%
BWP
1582
BSW Wealth Partners
Colorado
$232K +$226K +1,630 New
AIP
1583
Ameritas Investment Partners
Nebraska
$231K +$4.17K +30 +2%
LIA
1584
LifePlan Investment Advisors
North Carolina
$231K +$225K +1,623 New
NL
1585
Navalign LLC
California
$230K +$4.44K +32 +2%
1SB
1586
1ST Source Bank
Indiana
$228K -$4.44K -32 -2%
HA
1587
Harfst & Associates
Wyoming
$227K -$1.38M -9,926 -86%
FCA
1588
Fortis Capital Advisors
Kansas
$227K -$1.11K -8 -0.5%
AI
1589
Accredited Investors
Minnesota
$227K – – –
DLCIG
1590
D.L. Carlson Investment Group
New Hampshire
$226K – – –
ACM
1591
Ardent Capital Management
Ohio
$226K +$221K +1,590 New
SIC
1592
Shoker Investment Counsel
Ohio
$226K +$278 +2 +0.1%
CFG
1593
Cooper Financial Group
California
$225K +$139 +1 +0.1%
CI
1594
Cordant Inc
Oregon
$223K -$5.69K -41 -3%
DCM
1595
Donaldson Capital Management
Indiana
$222K -$48.1K -346 -18%
RFA
1596
Resurgent Financial Advisors
Georgia
$222K -$139 -1 -0.1%
BTIM
1597
BancFirst Trust & Investment Management
Oklahoma
$220K – – –
EL
1598
EWA LLC
Pennsylvania
$219K +$1.11K +8 +0.5%
AWA
1599
AmeriServ Wealth Advisors
Pennsylvania
$219K -$147K -1,056 -41%
AA
1600
Apriem Advisors
California
$219K +$214K +1,544 New
62 63
64
65 66