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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
NBT
1976
Northwest Bank & Trust
Iowa
$164K – – –
HPC
1977
HM Payson & Co
Maine
$163K +$73K +436 +87%
BL
1978
BFSG LLC
California
$163K – – –
TAM
1979
Tucker Asset Management
Colorado
$161K +$15.9K +95 +11%
RIA
1980
Realta Investment Advisors
Delaware
$161K -$77.5K -463 -34%
FAM
1981
Flaharty Asset Management
Florida
$160K +$153K +916 New
MIA
1982
MeadowBrook Investment Advisors
Michigan
$152K +$114K +681 +358%
CHC
1983
City Holding Co
West Virginia
$151K – – –
PCM
1984
Perritt Capital Management
Illinois
$149K +$1.67K +10 +1%
EK
1985
Evensky & Katz
Florida
$142K +$1.17K +7 +0.9%
MIM
1986
MTM Investment Management
South Carolina
$139K +$837 +5 +0.6%
FNWA
1987
Financial Network Wealth Advisors
Utah
$137K +$123K +732 +1,464%
KHC
1988
Koesten Hirschmann & Crabtree
Kansas
$136K +$2.34K +14 +2%
CICI
1989
Capital Investment Counsel Inc
North Carolina
$134K +$18.6K +111 +17%
PA
1990
PSI Advisors
Florida
$134K +$61.4K +367 +91%
TH
1991
TCTC Holdings
Texas
$129K +$167 +1 +0.1%
MFC
1992
Morris Financial Concepts
South Carolina
$126K +$116K +694 +2,479%
MAM
1993
Marquette Asset Management
Minnesota
$124K +$29.3K +175 +33%
AWM
1994
Aberdeen Wealth Management
Illinois
$122K – – –
PPWM
1995
PFG Private Wealth Management
Florida
$118K -$22.9K -137 -17%
MSFP
1996
Mark Sheptoff Financial Planning
Connecticut
$115K – – –
AEPWM
1997
Atlantic Edge Private Wealth Management
Florida
$114K – – –
PWM
1998
Provident Wealth Management
Tennessee
$113K – – –
ATC
1999
Adirondack Trust Company
New York
$112K – – –
KB
2000
Kimelman & Baird
New York
$112K – – –
78 79
80
81 82