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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295K +$279K +1,809 New
RSA
1677
River Street Advisors
Illinois
$294K +$279K +1,808 New
FCP
1678
Fidelis Capital Partners
Florida
$294K +$279K +1,807 New
SPC
1679
Stewart & Patten Company
California
$294K – – –
AWM
1680
Abound Wealth Management
Tennessee
$293K +$35.3K +229 +15%
PGA
1681
Portland Global Advisors
Maine
$292K – – –
CIG
1682
Cascade Investment Group
Colorado
$292K +$50.1K +325 +22%
NWMG
1683
National Wealth Management Group
Ohio
$291K -$29.6K -192 -10%
CFG
1684
Cooper Financial Group
California
$291K +$34.5K +224 +14%
VHAM
1685
Van Hulzen Asset Management
California
$291K -$14K -91 -5%
EFA
1686
Edge Financial Advisors
Illinois
$291K +$275K +1,786 New
WTC
1687
WhitTier Trust Company
Nevada
$289K -$159K -1,034 -37%
BFWA
1688
Benchmark Financial Wealth Advisors
Florida
$289K +$1.54K +10 +0.6%
FFWA
1689
FRG Family Wealth Advisors
Washington
$287K – – –
NPI
1690
New Perspectives Inc
Mississippi
$287K +$271K +1,761 New
SWM
1691
Silverlake Wealth Management
Vermont
$287K -$12.8K -83 -5%
9WM
1692
9258 Wealth Management
Ohio
$286K – – –
MWM
1693
Marion Wealth Management
Pennsylvania
$286K – – –
WI
1694
Wintrust Investments
Illinois
$286K -$5.86K -38 -2%
SCA
1695
Stonebridge Capital Advisors
Minnesota
$286K +$22K +143 +9%
SIC
1696
Sterling Investment Counsel
New York
$285K -$2K -13 -0.7%
RWM
1697
Revisor Wealth Management
Ohio
$285K +$4.16K +27 +2%
BBPWM
1698
Blue Bell Private Wealth Management
Pennsylvania
$285K +$52.1K +338 +24%
TCM
1699
Telos Capital Management
California
$285K +$5.55K +36 +2%
AP
1700
Appleton Partners
Massachusetts
$284K -$5.4K -35 -2%
66 67
68
69 70