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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1976
Farnam Financial
Arizona
$293K +$75.2K +445 +37%
GAM
1977
GEM Asset Management
Michigan
$293K +$1.35K +8 +0.5%
IHWM
1978
Iron Horse Wealth Management
Iowa
$292K +$13.5K +80 +5%
FF
1979
Foronjy Financial
California
$292K +$279K +1,650 New
RBC
1980
Romano Brothers & Co
Illinois
$291K +$1.35K +8 +0.5%
PWP
1981
Prasad Wealth Partners
Ohio
$291K – – –
WFP
1982
Wrenne Financial Planning
Kentucky
$290K -$53.9K -319 -16%
DF
1983
Define Financial
California
$290K +$15.4K +91 +6%
FFP
1984
FourThought Financial Partners
Florida
$290K +$5.07K +30 +2%
JFG
1985
JDM Financial Group
Texas
$289K – – –
CWG
1986
Crown Wealth Group
North Carolina
$288K -$2.6M -15,392 -90%
TF
1987
Tompkins Financial
New York
$288K – – –
RWM
1988
Rialto Wealth Management
New York
$288K +$338 +2 +0.1%
PWM
1989
PTM Wealth Management
United States
$287K +$845 +5 +0.3%
AT
1990
Arlington Trust
Alabama
$287K -$50.7K -300 -16%
VPWA
1991
Vestia Personal Wealth Advisors
Indiana
$286K -$44.4K -263 -14%
SWP
1992
Semus Wealth Partners
Florida
$285K – – –
BWM
1993
BigSur Wealth Management
Florida
$284K – – –
SRSA
1994
S.R. Schill & Associates
Washington
$283K – – –
CLA
1995
Carnegie Lake Advisors
New Jersey
$282K – – –
EBT
1996
Enterprise Bank & Trust
Massachusetts
$282K – – –
WP
1997
WealthPLAN Partners
Nebraska
$281K -$110K -650 -29%
WAOI
1998
Wealth Advisors of Iowa
Iowa
$281K – – –
PIM
1999
Pullen Investment Management
Florida
$280K – – –
ERIC
2000
Eagle Rock Investment Company
Georgia
$280K +$267K +1,583 New
78 79
80
81 82