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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1601
WhitTier Trust Company
Nevada
$916K – – –
AMM
1602
American Money Management
California
$916K +$2.8K +14 +0.3%
HKIMG
1603
Hutchens & Kramer Investment Management Group
Indiana
$913K -$200 -1 -0%
TI
1604
tru Independence
Oregon
$912K -$5.21K -26 -0.6%
CAG
1605
Curtis Advisory Group
California
$908K -$17.6K -88 -2%
IFPL
1606
Investments & Financial Planning LLC
Kentucky
$907K -$22.2K -111 -2%
RWA
1607
River Wealth Advisors
Pennsylvania
$907K -$64.5K -322 -7%
GSWM
1608
Golden State Wealth Management
California
$904K -$168K -838 -15%
DP
1609
Dearborn Partners
Illinois
$904K -$24.4K -122 -3%
SPA
1610
Sentinel Pension Advisors
Massachusetts
$898K +$153K +766 +20%
CMBA
1611
C.M. Bidwell & Associates
Hawaii
$897K -$89.1K -445 -9%
CCA
1612
Conservest Capital Advisors
Pennsylvania
$896K – – –
CSIA
1613
Conrad Siegel Investment Advisors
Pennsylvania
$896K -$234K -1,169 -20%
BWM
1614
Baron Wealth Management
Michigan
$894K +$74.1K +370 +9%
PG
1615
Patten Group
Tennessee
$893K +$60.3K +301 +7%
HR
1616
Howe & Rusling
New York
$884K -$86.7K -433 -9%
WW
1617
Waterfront Wealth
Kansas
$883K -$16.6K -83 -2%
ACA
1618
Arsenal Capital Advisors
Pennsylvania
$881K +$298K +1,487 +50%
CF
1619
Convergence Financial
Missouri
$881K +$294K +1,467 +49%
WJWM
1620
Williams Jones Wealth Management
New York
$881K -$50.9K -254 -5%
HWA
1621
Heritage Wealth Advisors
Virginia
$880K – – –
CSC
1622
Caldwell Sutter Capital
California
$879K +$9.01K +45 +1%
EGA
1623
Eagle Global Advisors
Texas
$875K +$8.01K +40 +0.9%
GB
1624
Goepper Burkhardt
South Carolina
$873K +$276K +1,379 +45%
MAG
1625
M3 Advisory Group
Massachusetts
$870K +$6.41K +32 +0.7%
63 64
65
66 67