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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1726
Milestone Asset Management
Pennsylvania
$449K +$106K +605 +30%
BCP
1727
Blue Chip Partners
Michigan
$448K +$2.63K +15 +0.6%
FFW
1728
Fusion Family Wealth
New York
$447K – – –
NW
1729
Naviter Wealth
Arkansas
$447K -$372K -2,122 -45%
FB
1730
Fulton Bank
Pennsylvania
$446K +$8.25K +47 +2%
SG
1731
Strid Group
Pennsylvania
$444K – – –
OWM
1732
Orgel Wealth Management
Wisconsin
$443K +$459K +2,615 New
GA
1733
Goldstein Advisors
Wisconsin
$442K -$79.8K -455 -15%
PP
1734
Patten & Patten
Tennessee
$442K +$38.6K +220 +9%
RSA
1735
River Street Advisors
Illinois
$440K -$161K -917 -26%
BWP
1736
Barlow Wealth Partners
Kentucky
$440K – – –
TIM
1737
Total Investment Management
Arizona
$440K +$1.75K +10 +0.4%
WQ
1738
Wealth Quarterback
New Jersey
$440K -$41.6K -237 -8%
MA
1739
MKT Advisors
California
$438K -$4.74K -27 -1%
CFG
1740
Chapman Financial Group
Hawaii
$437K +$453K +2,581 New
LI
1741
LRI Investments
Florida
$435K – – –
LMKC
1742
L.M. Kohn & Company
Ohio
$434K +$11.8K +67 +3%
PFGIA
1743
Patriot Financial Group Insurance Agency
Massachusetts
$430K +$4.91K +28 +1%
BFS
1744
Bradley Foster & Sargent
Connecticut
$430K – – –
MAG
1745
M3 Advisory Group
Massachusetts
$429K -$49.5K -282 -10%
PG
1746
Patten Group
Tennessee
$428K +$1.05K +6 +0.2%
NC
1747
NewSquare Capital
Pennsylvania
$427K +$442K +2,520 New
AWM
1748
Austin Wealth Management
Texas
$426K -$2.63K -15 -0.6%
NCM
1749
Next Capital Management
New York
$425K – – –
PFG
1750
Prosperity Financial Group
California
$424K +$7.02K +40 +2%
68 69
70
71 72