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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
1826
Portland Global Advisors
Maine
$558K +$37.6K +200 +7%
AAS
1827
Annex Advisory Services
Wisconsin
$558K +$261K +1,386 +90%
SO
1828
Sierra Ocean
California
$558K – – –
PFG
1829
Putney Financial Group
California
$557K -$35.2K -187 -6%
FGAM
1830
Financial Gravity Asset Management
Texas
$557K -$55.5K -295 -9%
ST
1831
Spinnaker Trust
Maine
$555K +$64K +340 +13%
AGWCA
1832
Annis Gardner Whiting Capital Advisors
Florida
$554K +$188K +1,000 +53%
AIC
1833
Archer Investment Corporation
Indiana
$554K -$148K -788 -21%
FG
1834
Fiduciary Group
Georgia
$553K +$4.89K +26 +0.9%
AF
1835
ASL Financial
California
$552K +$543K +2,889 New
TCWM
1836
Total Clarity Wealth Management
Illinois
$552K -$26.5K -141 -5%
SCI
1837
Silver Coast Investments
United States
$551K -$563K -2,994 -51%
LEFP
1838
Leading Edge Financial Planning
Tennessee
$551K -$1.32K -7 -0.2%
BI
1839
Ballast Inc
Kentucky
$550K – – –
DA
1840
Dover Advisors
Virginia
$550K +$17.9K +95 +3%
JWM
1841
JHP Wealth Management
Colorado
$550K +$541K +2,878 New
WI
1842
WrapManager Inc
California
$549K -$183K -971 -25%
CFB
1843
Cullen/Frost Bankers
Texas
$548K +$66.2K +352 +14%
SCM
1844
Saxony Capital Management
Missouri
$545K +$54.2K +288 +11%
CA
1845
Cambridge Advisors
Nebraska
$544K – – –
FCFC
1846
First Commonwealth Financial Corp
Pennsylvania
$544K -$65.5K -348 -11%
IAP
1847
Indie Asset Partners
Indiana
$543K +$271K +1,440 +103%
SW
1848
SVB Wealth
Massachusetts
$543K -$376 -2 -0.1%
MWA
1849
Meridian Wealth Advisors
Texas
$543K +$188 +1 +0%
EP
1850
Essential Partners
California
$543K -$29.2K -155 -5%
72 73
74
75 76