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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1901
Archer Investment Corporation
Indiana
$604K +$9.4K +45 +2%
SFG
1902
Synergy Financial Group
California
$602K – – –
HFA
1903
Highland Financial Advisors
New Jersey
$600K +$27.1K +130 +5%
HIGP
1904
Hill Investment Group Partners
Missouri
$599K +$574K +2,750 New
CNBT
1905
Canandaigua National Bank & Trust
New York
$598K +$573K +2,744 New
PWA
1906
PCG Wealth Advisors
Kansas
$596K +$30.9K +148 +6%
SLWA
1907
San Luis Wealth Advisors
California
$596K -$50.3K -241 -8%
NA
1908
Nestegg Advisors
New York
$596K +$65.2K +312 +13%
WFA
1909
West Financial Advisors
Iowa
$595K +$10.2K +49 +2%
PAMG
1910
Patton Albertson Miller Group
Tennessee
$595K -$21.5K -103 -4%
TCWM
1911
Total Clarity Wealth Management
Illinois
$595K -$21.3K -102 -4%
NW
1912
Naviter Wealth
Arkansas
$593K +$568K +2,719 New
MA
1913
MKT Advisors
California
$592K +$42.2K +202 +8%
GWS
1914
Glassman Wealth Services
Virginia
$591K +$5.22K +25 +0.9%
BB
1915
Busey Bank
Illinois
$591K -$118K -563 -17%
CS
1916
Cannell & Spears
New York
$590K +$209 +1 +0%
FG
1917
Fiduciary Group
Georgia
$590K -$34.9K -167 -6%
FNBOMD
1918
First National Bank of Mount Dora
Florida
$590K – – –
MSWM
1919
McGlone Suttner Wealth Management
Wisconsin
$590K -$13.6K -65 -2%
AMCA
1920
Arthur M. Cohen & Associates
Illinois
$589K – – –
RBC
1921
Romano Brothers & Co
Illinois
$589K +$19.4K +93 +4%
WQ
1922
Wealth Quarterback
New Jersey
$589K +$115K +550 +26%
SHIM
1923
Stone House Investment Management
Pennsylvania
$588K +$42.6K +204 +8%
RIL
1924
Rothschild Investment LLC
Illinois
$588K +$1.88K +9 +0.3%
FBFS
1925
First Business Financial Services
Wisconsin
$586K – – –
75 76
77
78 79