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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2001
FWL Investment Management
Texas
$525K +$11.9K +57 +2%
B
2002
Bailard
California
$524K – – –
OC
2003
Oakworth Capital
Alabama
$523K -$8.56K -41 -2%
PWM
2004
Platt Wealth Management
California
$523K – – –
VFP
2005
Verus Financial Partners
Virginia
$522K +$209 +1 +0%
FWA
2006
FSM Wealth Advisors
Ohio
$521K +$209 +1 +0%
PP
2007
Patten & Patten
Tennessee
$521K +$38.6K +185 +8%
WWWM
2008
White Wing Wealth Management
Texas
$520K -$3.55K -17 -0.7%
IWA
2009
IVC Wealth Advisors
Pennsylvania
$518K +$496K +2,375 New
PIN
2010
Prudent Investors Network
California
$516K -$10.4K -50 -2%
WWA
2011
Wisconsin Wealth Advisors
Wisconsin
$516K +$108K +515 +28%
CCP
2012
Cane Capital Partners
Louisiana
$514K +$23.2K +111 +5%
RWA
2013
Resolute Wealth Advisor
Ohio
$513K – – –
CFG
2014
Cornerstone Financial Group
Nebraska
$512K +$1.46K +7 +0.3%
FDDB
2015
Fidelity D&D Bancorp
Pennsylvania
$512K +$17.1K +82 +4%
SWM
2016
Sterling Wealth Management
Illinois
$512K +$11.5K +55 +2%
TAM
2017
Tucker Asset Management
Colorado
$506K -$42K -201 -8%
TF
2018
Trek Financial
Arizona
$502K +$2.3K +11 +0.5%
PPC
2019
Pennington Partners & Co
Maryland
$501K -$125K -600 -21%
SW
2020
Solidarity Wealth
Utah
$500K – – –
CFAM
2021
Center For Asset Management
Florida
$499K +$1.46K +7 +0.3%
C1AG
2022
Client 1st Advisory Group
Florida
$497K +$9.81K +47 +2%
OAS
2023
Optivise Advisory Services
Tennessee
$493K +$85.8K +411 +22%
EPW
2024
Endeavor Private Wealth
Kansas
$493K – – –
HWM
2025
Horizon Wealth Management
Illinois
$493K – – –
79 80
81
82 83