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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
1976
Thurston Springer Miller Herd & Titak
Indiana
$269K +$50.2K +286 +22%
WFA
1977
West Financial Advisors
Iowa
$269K +$877 +5 +0.3%
WAOI
1978
Wealth Advisors of Iowa
Iowa
$269K +$279K +1,587 New
O3W
1979
Omni 360 Wealth
New Jersey
$268K +$175 +1 +0.1%
PIM
1980
Pullen Investment Management
Florida
$268K – – –
SAM
1981
Satovsky Asset Management
New York
$268K -$47.7K -272 -15%
SWM
1982
Seed Wealth Management
Illinois
$267K -$26.3K -150 -9%
JC
1983
Jentner Corp
Ohio
$267K -$15.4K -88 -5%
FF
1984
Francis Financial
$266K -$32.6K -186 -11%
SM
1985
Sensible Money
Arizona
$266K – – –
WC
1986
Whitney & Co
New York
$265K +$275K +1,566 New
AP
1987
Appleton Partners
Massachusetts
$265K -$48.6K -277 -15%
IIA
1988
Integral Investment Advisors
California
$263K -$123K -700 -31%
SWM
1989
Stapp Wealth Management
Washington
$263K +$273K +1,555 New
DCM
1990
Dimension Capital Management
Florida
$263K – – –
KAM
1991
Kraft Asset Management
Tennessee
$263K – – –
UIM
1992
Unified Investment Management
Georgia
$262K +$271K +1,546 New
WWWM
1993
White Wing Wealth Management
Texas
$262K -$125K -712 -32%
MSWM
1994
McGlone Suttner Wealth Management
Wisconsin
$261K +$271K +1,542 New
PWS
1995
Proactive Wealth Strategies
Georgia
$261K +$26.7K +152 +11%
BFWA
1996
Benchmark Financial Wealth Advisors
Florida
$261K +$1.58K +9 +0.6%
WG
1997
Welch Group
Alabama
$261K -$4.56K -26 -2%
LFS
1998
Legacy Financial Strategies
Kansas
$260K +$1.05K +6 +0.4%
KLCM
1999
KG&L Capital Management
Louisiana
$260K +$7.72K +44 +3%
S
2000
Sunpointe
Missouri
$260K +$269K +1,533 New
78 79
80
81 82