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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1576
J. Safra Sarasin Holding
$663K – – –
FNA
1577
First National Advisers
Nebraska
$662K +$74.7K +442 +13%
LPP
1578
Life Planning Partners
Florida
$658K +$55.9K +331 +10%
BBHC
1579
Brown Brothers Harriman & Co
New York
$657K -$13K -77 -2%
TRIA
1580
Trail Ridge Investment Advisors
Colorado
$655K +$6.25K +37 +1%
HFM
1581
Hartford Funds Management
Pennsylvania
$655K +$233K +1,381 +59%
AIC
1582
Archer Investment Corporation
Indiana
$653K -$12.8K -76 -2%
LWP
1583
LMG Wealth Partners
Louisiana
$652K -$29.7K -176 -5%
ATI
1584
ARK & TLK Investments
Oklahoma
$652K -$17.7K -105 -3%
FMII
1585
Farmers & Merchants Investments Inc
Nebraska
$652K +$10.8K +64 +2%
ANBT
1586
American National Bank & Trust
Texas
$650K -$4.22K -25 -0.7%
FCG
1587
Fielder Capital Group
Tennessee
$648K – – –
PWM
1588
Pines Wealth Management
North Carolina
$648K +$180K +1,066 +42%
LWM
1589
Level Wealth Management
North Carolina
$646K – – –
RSA
1590
River Street Advisors
Illinois
$645K +$137K +809 +28%
BIG
1591
Brooklyn Investment Group
New York
$645K +$40.9K +242 +7%
TA
1592
TrueWealth Advisors
Alabama
$644K -$338 -2 -0.1%
WCM
1593
Wellington Capital Management
Maryland
$644K +$615K +3,642 New
AC
1594
ASB Consultores
Florida
$643K +$615K +3,640 New
CWS
1595
Cypress Wealth Services
California
$641K -$22K -130 -3%
EGA
1596
Eagle Global Advisors
Texas
$640K +$8.45K +50 +1%
BRIA
1597
Balanced Rock Investment Advisors
Massachusetts
$637K +$112K +661 +22%
ITIM
1598
Indiana Trust & Investment Management
Indiana
$636K +$9.29K +55 +2%
PS
1599
Planned Solutions
California
$635K – – –
MPAM
1600
Murphy Pohlad Asset Management
Minnesota
$635K – – –
62 63
64
65 66