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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1676
Traphagen Investment Advisors
New Jersey
$518K -$86.1K -494 -14%
SWM
1677
SilverOak Wealth Management
Minnesota
$517K – – –
CGPCS
1678
Capital Group Private Client Services
California
$516K -$698 -4 -0.1%
GAB
1679
German American Bancorp
Indiana
$515K -$34.9K -200 -6%
LC
1680
Landaas & Company
Wisconsin
$510K – – –
BRIA
1681
Balanced Rock Investment Advisors
Massachusetts
$508K +$27.4K +157 +6%
LMKC
1682
L.M. Kohn & Company
Ohio
$505K +$62.4K +358 +14%
AWM
1683
Aprio Wealth Management
Georgia
$503K +$5.06K +29 +1%
PFM
1684
Potomac Fund Management
Florida
$503K -$76.6K -439 -12%
LWM
1685
Lionshead Wealth Management
New York
$500K -$422K -2,422 -46%
CRI
1686
Colonial River Investments
Virginia
$500K -$121K -694 -19%
CFP
1687
Catalyst Financial Partners
Massachusetts
$497K +$88.8K +509 +22%
HFA
1688
Highland Financial Advisors
New Jersey
$496K +$19.2K +110 +4%
CFS
1689
Coordinated Financial Services
Colorado
$495K -$12.7K -73 -2%
SFPG
1690
Stonebridge Financial Planning Group
Florida
$495K -$6.8K -39 -1%
CA
1691
Cambridge Advisors
Nebraska
$492K – – –
MPM
1692
Meritage Portfolio Management
Kansas
$492K -$3.49K -20 -0.7%
MAMG
1693
Milestone Asset Management Group
Connecticut
$491K +$2.44K +14 +0.5%
RSA
1694
River Street Advisors
Illinois
$491K +$42.2K +242 +9%
MWA
1695
Meridian Wealth Advisors
Texas
$491K – – –
IIC
1696
Ironwood Investment Counsel
Arizona
$490K +$58.6K +336 +13%
PFGIA
1697
Patriot Financial Group Insurance Agency
Massachusetts
$490K +$51.3K +294 +12%
PAMG
1698
Patton Albertson Miller Group
Tennessee
$490K – – –
SGI
1699
Summit Global Investments
Utah
$487K +$21.6K +124 +5%
BI
1700
Ballast Inc
Kentucky
$486K – – –
66 67
68
69 70