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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1601
Ariston Services Group
California
$635K +$29.2K +173 +5%
PCI
1602
Planning Center Inc
Illinois
$634K -$6.08K -36 -1%
AFA
1603
Arlington Financial Advisors
California
$631K -$663K -3,923 -52%
LRPA
1604
L. Roy Papp & Associates
Arizona
$630K +$338 +2 +0.1%
JFG
1605
Jefferies Financial Group
New York
$628K +$316K +1,873 +111%
C
1606
Certuity
Florida
$626K -$44.4K -263 -7%
HT
1607
Heritage Trust
Oklahoma
$626K – – –
SPA
1608
Sentinel Pension Advisors
Massachusetts
$623K +$27.2K +161 +5%
PG
1609
Proffitt & Goodson
Tennessee
$622K – – –
SRWM
1610
Shira Ridge Wealth Management
California
$618K -$8.61K -51 -1%
BCA
1611
Bay Colony Advisors
Massachusetts
$617K +$2.03K +12 +0.3%
WCM
1612
Windsor Capital Management
Arizona
$615K -$1.86K -11 -0.3%
EFP
1613
Envision Financial Planning
Tennessee
$614K +$587K +3,476 New
CFP
1614
Catalyst Financial Partners
Massachusetts
$614K +$101K +598 +21%
RDWM
1615
Red Door Wealth Management
Tennessee
$612K +$2.37K +14 +0.4%
HI
1616
Hudock Inc
Pennsylvania
$609K +$1.18K +7 +0.2%
PFA
1617
Portland Financial Advisors
New York
$609K – – –
LWCFA
1618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$607K – – –
TFG
1619
Tilson Financial Group
New Jersey
$607K -$12.2K -72 -2%
DP
1620
DDD Partners
Washington
$606K -$9.8K -58 -2%
AAM
1621
Austin Asset Management
Texas
$606K -$11.3K -67 -2%
IWN
1622
Independent Wealth Network
Iowa
$600K +$209K +1,236 +57%
CPSC
1623
Carl P. Sherr & Co
Massachusetts
$598K -$11.8K -70 -2%
HIGP
1624
Hill Investment Group Partners
Missouri
$597K +$36.1K +214 +7%
FWP
1625
FAS Wealth Partners
Kansas
$596K -$1.52K -9 -0.3%
63 64
65
66 67