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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1976
Kozak & Associates
Colorado
$42.8K +$160 +1 +0.4%
W
1977
WealthCollab
Washington
$42.6K – – –
AW
1978
Avion Wealth
Texas
$42K – – –
CWM
1979
Compass Wealth Management
Connecticut
$41.7K – – –
KWAG
1980
Kiely Wealth Advisory Group
North Carolina
$41.2K +$40.4K +253 New
RDIA
1981
RE Dickinson Investment Advisors
Iowa
$40.9K – – –
AFG
1982
Albion Financial Group
Utah
$40.4K +$21.9K +137 +119%
EBA
1983
Eagle Bay Advisors
New York
$40.2K +$10.2K +64 +35%
RDFA
1984
Ritter Daniher Financial Advisory
Ohio
$39.9K +$39.8K +249 New
HWA
1985
HHM Wealth Advisors
Tennessee
$39.8K – – –
PWA
1986
Provenance Wealth Advisors
Florida
$38K -$17.7K -111 -32%
TCM
1987
Tradewinds Capital Management
Washington
$37.2K – – –
MSS
1988
Mitchell Sinkler & Starr
Pennsylvania
$37.1K – – –
RPCA
1989
Running Point Capital Advisors
California
$36.7K +$11K +69 +43%
MTIC
1990
Missouri Trust & Investment Company
Missouri
$36.1K – – –
BAM
1991
Bellevue Asset Management
Washington
$35K – – –
SWC
1992
Spectrum Wealth Counsel
Indiana
$33.5K +$33.4K +209 New
WWMSC
1993
Wagner Wealth Management (South Carolina)
South Carolina
$33.4K – – –
AP
1994
Aspect Partners
Virginia
$33.2K – – –
RP
1995
Rice Partnership
Hawaii
$33K – – –
TFA
1996
Toth Financial Advisory
Virginia
$32.1K +$32K +200 New
ECM
1997
EMC Capital Management
Texas
$32K – – –
BFP
1998
Briaud Financial Planning
Texas
$32K +$32.3K +202 New
WOSD
1999
WFA of San Diego
California
$30.3K +$30.2K +189 New
CNBTD
2000
Citizens National Bank Trust Department
Mississippi
$30K – – –
78 79
80
81 82