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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1701
Dover Advisors
Virginia
$485K +$489K +2,805 New
MIM
1702
Moseley Investment Management
Florida
$482K +$174 +1 +0%
FG
1703
Fiduciary Group
Georgia
$481K +$174 +1 +0%
IC
1704
Iconiq Capital
California
$479K – – –
WDG
1705
Wealth Dimensions Group
Ohio
$478K +$265K +1,521 +122%
NAM
1706
NorthCrest Asset Manangement
Minnesota
$475K – – –
GL
1707
Graypoint LLC
New York
$471K +$523 +3 +0.1%
PFA
1708
Petra Financial Advisors
Colorado
$469K -$109K -623 -19%
SHFA
1709
SC&H Financial Advisors
Maryland
$468K +$1.4K +8 +0.3%
FNBOMD
1710
First National Bank of Mount Dora
Florida
$468K – – –
BBPWM
1711
Blue Bell Private Wealth Management
Pennsylvania
$467K +$110K +631 +30%
AMCA
1712
Arthur M. Cohen & Associates
Illinois
$467K +$472K +2,704 New
FBFS
1713
First Business Financial Services
Wisconsin
$464K – – –
FIM
1714
FWL Investment Management
Texas
$464K -$7.32K -42 -2%
MSWM
1715
McGlone Suttner Wealth Management
Wisconsin
$464K +$200K +1,146 +74%
PMIM
1716
Prudent Man Investment Management
Colorado
$464K – – –
BONH
1717
Bank of New Hampshire
New Hampshire
$461K – – –
SAM
1718
Summit Asset Management
Tennessee
$460K -$19.4K -111 -4%
EB
1719
Eastern Bank
Massachusetts
$460K +$244K +1,402 +111%
BCP
1720
Blue Chip Partners
Michigan
$460K +$2.79K +16 +0.6%
AWMG
1721
Alliance Wealth Management Group
New Jersey
$459K – – –
GF
1722
Gries Financial
Ohio
$459K +$463K +2,655 New
WAM
1723
Weatherly Asset Management
California
$458K – – –
SIAG
1724
Safeguard Investment Advisory Group
California
$458K -$1.4K -8 -0.3%
ZRP
1725
Zynergy Retirement Planning
New Jersey
$457K -$4.01K -23 -0.8%
67 68
69
70 71