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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1976
Ironwood Investment Counsel
Arizona
$469K +$601 +3 +0.1%
FWA
1977
FSM Wealth Advisors
Ohio
$469K -$67.3K -336 -12%
PWPS
1978
Pinnacle Wealth Planning Services
Ohio
$467K +$477K +2,382 New
SIC
1979
Sterling Investment Counsel
New York
$465K +$135K +675 +40%
IIA
1980
Integral Investment Advisors
California
$464K +$33K +165 +8%
AWM
1981
Able Wealth Management
New Jersey
$463K +$200 +1 +0%
RT
1982
Rockland Trust
Massachusetts
$462K +$22.2K +111 +5%
AA
1983
Advisory Advocates
Michigan
$462K +$155K +774 +49%
FIM
1984
FWL Investment Management
Texas
$461K +$14.4K +72 +3%
FI
1985
FWG Investments
Kentucky
$461K +$3.2K +16 +0.7%
HT
1986
Headlands Technologies
Illinois
$460K +$470K +2,347 New
GWM
1987
Gibbs Wealth Management
Georgia
$454K +$463K +2,312 New
MW
1988
Members Wealth
Pennsylvania
$452K -$14.8K -74 -3%
SEP
1989
Signature Equity Partners
Ohio
$452K +$10.4K +52 +2%
SWM
1990
Sterling Wealth Management
Illinois
$450K -$400 -2 -0.1%
TF
1991
Trek Financial
Arizona
$450K -$157K -782 -25%
SW
1992
Solidarity Wealth
Utah
$450K – – –
MFP
1993
Meridian Financial Partners
Virginia
$449K +$245K +1,222 +116%
HWP
1994
Highline Wealth Partners
California
$448K +$76.3K +381 +20%
CFAM
1995
Center For Asset Management
Florida
$448K -$38K -190 -8%
FDDB
1996
Fidelity D&D Bancorp
Pennsylvania
$445K +$22K +110 +5%
EPW
1997
Endeavor Private Wealth
Kansas
$444K – – –
HWM
1998
Horizon Wealth Management
Illinois
$443K – – –
SC
1999
Schoolcraft Capital
Colorado
$441K +$200 +1 +0%
CCP
2000
Cane Capital Partners
Louisiana
$441K +$7.81K +39 +2%
78 79
80
81 82