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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1601
Ameritas Investment Partners
Nebraska
$220K -$689 -5 -0.3%
AIA
1602
Ally Invest Advisors
North Carolina
$220K +$216K +1,569 New
FDS
1603
Freedom Day Solutions
Texas
$220K +$216K +1,569 New
BTIM
1604
BancFirst Trust & Investment Management
Oklahoma
$220K +$215K +1,564 New
OAM
1605
Occidental Asset Management
California
$220K -$7.3K -53 -3%
MCM
1606
Morton Capital Management
California
$219K -$21.4K -155 -9%
DCM
1607
Donaldson Capital Management
Indiana
$219K -$16.7K -121 -7%
AWA
1608
Archvest Wealth Advisors
California
$218K -$204K -1,481 -54%
ACG
1609
Allen Capital Group
Nebraska
$218K +$173K +1,253 New
CFP
1610
Catalyst Financial Partners
Massachusetts
$218K +$214K +1,554 New
VT
1611
Vise Technologies
New York
$218K +$214K +1,551 New
HCM
1612
Hudson Capital Management
New Jersey
$218K +$214K +1,550 New
MSWM
1613
McGlone Suttner Wealth Management
Wisconsin
$216K +$212K +1,542 New
TF
1614
TimeScale Financial
Massachusetts
$215K – – –
RLIM
1615
Red Lighthouse Investment Management
New York
$214K +$210K +1,521 New
EWA
1616
Encompass Wealth Advisors
Oregon
$213K -$93.7K -680 -31%
MRWM
1617
ML&R Wealth Management
Texas
$212K -$365K -2,649 -64%
LWCFA
1618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$212K – – –
AC
1619
Anson Capital
Georgia
$211K +$207K +1,502 New
IWA
1620
IBEX Wealth Advisors
New Jersey
$210K +$206K +1,494 New
HPC
1621
HM Payson & Co
Maine
$210K +$82.4K +598 +67%
CS
1622
Cannell & Spears
New York
$208K +$205K +1,485 New
GSC
1623
G&S Capital
Colorado
$208K +$204K +1,484 New
BBHC
1624
Brown Brothers Harriman & Co
New York
$208K -$10.6K -77 -5%
JC
1625
Jentner Corp
Ohio
$207K +$203K +1,477 New
63 64
65
66 67