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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1976
Carr Financial Group
Massachusetts
$533K +$1.46K +7 +0.3%
TCM
1977
Traynor Capital Management
Pennsylvania
$533K +$35.9K +172 +8%
BSB
1978
Bangor Savings Bank
Maine
$532K +$87.7K +420 +21%
CA
1979
Claro Advisors
Massachusetts
$532K -$97.5K -467 -16%
FCM
1980
Fortis Capital Management
Washington
$532K +$1.88K +9 +0.4%
CSA
1981
Cottage Street Advisors
Massachusetts
$532K -$21.7K -104 -4%
SAM
1982
Synergy Asset Management
Washington
$531K -$313K -1,499 -38%
SIC
1983
Sterling Investment Counsel
New York
$531K +$13.6K +65 +3%
MMCM
1984
Murphy & Mullick Capital Management
New York
$531K +$104K +500 +26%
SIAG
1985
Safeguard Investment Advisory Group
California
$530K +$43K +206 +9%
GWSA
1986
Global Wealth Strategies & Associates
Colorado
$530K -$5.85K -28 -1%
SC
1987
Searle & Co
Connecticut
$530K +$254K +1,216 +100%
RBC
1988
Roble Belko & Company
Pennsylvania
$530K +$222K +1,062 +77%
FIM
1989
FWL Investment Management
Texas
$525K +$11.9K +57 +2%
B
1990
Bailard
California
$524K – – –
OC
1991
Oakworth Capital
Alabama
$523K -$8.56K -41 -2%
PWM
1992
Platt Wealth Management
California
$523K – – –
VFP
1993
Verus Financial Partners
Virginia
$522K +$209 +1 +0%
FWA
1994
FSM Wealth Advisors
Ohio
$521K +$209 +1 +0%
PP
1995
Patten & Patten
Tennessee
$521K +$38.6K +185 +8%
WWWM
1996
White Wing Wealth Management
Texas
$520K -$3.55K -17 -0.7%
IWA
1997
IVC Wealth Advisors
Pennsylvania
$518K +$496K +2,375 New
PIN
1998
Prudent Investors Network
California
$516K -$10.4K -50 -2%
WWA
1999
Wisconsin Wealth Advisors
Wisconsin
$516K +$108K +515 +28%
CCP
2000
Cane Capital Partners
Louisiana
$514K +$23.2K +111 +5%
78 79
80
81 82