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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
Summit Asset Management
Tennessee
$470K – – –
IC
1702
Iconiq Capital
California
$469K +$2.81K +16 +0.6%
HFA
1703
Highland Financial Advisors
New Jersey
$468K +$10K +57 +2%
BWIA
1704
Bryant Woods Investment Advisors
New York
$467K +$175 +1 +0%
MFS
1705
McNamara Financial Services
Massachusetts
$467K -$26.9K -153 -5%
NAM
1706
NorthCrest Asset Manangement
Minnesota
$465K +$216K +1,229 +81%
PMIM
1707
Prudent Man Investment Management
Colorado
$464K +$481K +2,739 New
TCM
1708
TruNorth Capital Management
Michigan
$463K – – –
FIM
1709
FWL Investment Management
Texas
$462K +$10.4K +59 +2%
GL
1710
Graypoint LLC
New York
$462K +$351 +2 +0.1%
FNBOMD
1711
First National Bank of Mount Dora
Florida
$458K – – –
BPAMU
1712
BTG Pactual Asset Management US
New York
$458K +$558K +3,181 New
SHFA
1713
SC&H Financial Advisors
Maryland
$457K +$1.23K +7 +0.3%
SGI
1714
Summit Global Investments
Utah
$457K -$877 -5 -0.2%
AWM
1715
Ariadne Wealth Management
California
$457K – – –
LWM
1716
Laidlaw Wealth Management
New York
$456K +$175K +995 +59%
FBFS
1717
First Business Financial Services
Wisconsin
$455K – – –
BONH
1718
Bank of New Hampshire
New Hampshire
$452K -$16.7K -95 -3%
PWM
1719
Pines Wealth Management
North Carolina
$451K +$472K +2,687 New
SIAG
1720
Safeguard Investment Advisory Group
California
$451K +$47.7K +272 +11%
RIL
1721
Rothschild Investment LLC
Illinois
$450K +$8.95K +51 +2%
AWMG
1722
Alliance Wealth Management Group
New Jersey
$450K – – –
WAM
1723
Weatherly Asset Management
California
$449K -$59.8K -341 -11%
CS
1724
Cannell & Spears
New York
$449K – – –
CFG
1725
Cornerstone Financial Group
Nebraska
$449K +$465K +2,650 New
67 68
69
70 71