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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Stockman Wealth Management
Montana
$543K +$213K +1,020 +69%
AW
1977
Ankerstar Wealth
Texas
$541K -$10.7K -51 -2%
CFA
1978
Capstone Financial Advisors
Illinois
$541K +$65.6K +314 +14%
BWIA
1979
Bryant Woods Investment Advisors
New York
$539K – – –
CAM
1980
Cidel Asset Management
Ontario, Canada
$539K – – –
PWPS
1981
Pinnacle Wealth Planning Services
Ohio
$538K +$18.4K +88 +4%
BF
1982
Brooklyn FI
New York
$538K +$1.88K +9 +0.4%
RWP
1983
Revolve Wealth Partners
New Jersey
$537K -$46.8K -224 -8%
BTWM
1984
Baker Tilly Wealth Management
Wisconsin
$535K +$4.8K +23 +0.9%
IIA
1985
Integral Investment Advisors
California
$534K +$17.8K +85 +4%
PFA
1986
Petra Financial Advisors
Colorado
$533K +$511K +2,448 New
AWM
1987
Able Wealth Management
New Jersey
$533K +$18.2K +87 +4%
CFG
1988
Carr Financial Group
Massachusetts
$533K +$1.46K +7 +0.3%
TCM
1989
Traynor Capital Management
Pennsylvania
$533K +$35.9K +172 +8%
BSB
1990
Bangor Savings Bank
Maine
$532K +$87.7K +420 +21%
CA
1991
Claro Advisors
Massachusetts
$532K -$97.5K -467 -16%
FCM
1992
Fortis Capital Management
Washington
$532K +$1.88K +9 +0.4%
CSA
1993
Cottage Street Advisors
Massachusetts
$532K -$21.7K -104 -4%
SAM
1994
Synergy Asset Management
Washington
$531K -$313K -1,499 -38%
SIC
1995
Sterling Investment Counsel
New York
$531K +$13.6K +65 +3%
MMCM
1996
Murphy & Mullick Capital Management
New York
$531K +$104K +500 +26%
SIAG
1997
Safeguard Investment Advisory Group
California
$530K +$43K +206 +9%
GWSA
1998
Global Wealth Strategies & Associates
Colorado
$530K -$5.85K -28 -1%
SC
1999
Searle & Co
Connecticut
$530K +$254K +1,216 +100%
RBC
2000
Roble Belko & Company
Pennsylvania
$530K +$222K +1,062 +77%
78 79
80
81 82