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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
1576
L. Roy Papp & Associates
Arizona
$604K +$23.2K +132 +4%
PS
1577
Planned Solutions
California
$603K – – –
RYIA
1578
Roehl & Yi Investment Advisors
Oregon
$603K +$625K +3,563 New
TPW
1579
Tiller Private Wealth
Pennsylvania
$603K -$35.1K -200 -5%
SWP
1580
Strategic Wealth Partners
Ohio
$601K -$80.9K -461 -12%
ITIM
1581
Indiana Trust & Investment Management
Indiana
$600K – – –
SAM
1582
Smith Asset Management
Florida
$600K +$622K +3,544 New
MIAS
1583
Mason Investment Advisory Services
Virginia
$599K -$11.9K -68 -2%
OC
1584
Optima Capital
Oregon
$597K +$619K +3,527 New
CA
1585
CWC Advisors
Oregon
$593K +$31.4K +179 +5%
CPSC
1586
Carl P. Sherr & Co
Massachusetts
$593K – – –
TIA
1587
Traphagen Investment Advisors
New Jersey
$592K +$99.3K +566 +19%
WJWM
1588
Williams Jones Wealth Management
New York
$591K +$9.3K +53 +2%
1WA
1589
180 Wealth Advisors
Washington
$591K -$5.79K -33 -0.9%
DP
1590
DDD Partners
Washington
$591K +$10.2K +58 +2%
DA
1591
Detalus Advisors
Missouri
$590K -$175 -1 -0%
AAM
1592
Austin Asset Management
Texas
$590K +$269K +1,534 +79%
CPA
1593
Cathy Pareto & Associates
Florida
$589K +$610K +3,477 New
AAS
1594
Annex Advisory Services
Wisconsin
$588K +$343K +1,957 +129%
LPP
1595
Life Planning Partners
Florida
$583K – – –
PG
1596
Proffitt & Goodson
Tennessee
$582K -$27.6K -157 -4%
TPA
1597
Trivium Point Advisory
Connecticut
$581K +$1.23K +7 +0.2%
SIM
1598
Stratos Investment Management
Ohio
$580K +$41.4K +236 +7%
MPAM
1599
Murphy Pohlad Asset Management
Minnesota
$576K +$43K +245 +8%
SIC
1600
SJS Investment Consulting
Ohio
$576K – – –
62 63
64
65 66