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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2001
DHJJ Financial Advisors
Illinois
$12K – – –
WWM
2002
Wolff Wiese Magana
California
$11.8K +$4.92K +35 +80%
PK
2003
Pflug Koory
Nebraska
$11.1K +$4.5K +32 +76%
CWAF
2004
Core Wealth Advisors (Florida)
Florida
$10.9K – – –
EW
2005
Element Wealth
Mississippi
$10.8K – – –
MFA
2006
Morling Financial Advisors
California
$10.4K +$5.63K +40 +138%
MM
2007
Main Management
California
$10K +$4.5K +32 +84%
TFG
2008
Team Financial Group
California
$9.3K – – –
MLA
2009
MB, Levis & Associates
Pennsylvania
$8.79K +$141 +1 +2%
IRAG
2010
Investment Research & Advisory Group
Georgia
$8.67K – – –
IRC
2011
Investors Research Corp
Georgia
$8.67K – – –
PP
2012
PFS Partners
New Jersey
$8.64K +$141 +1 +2%
VDBMI
2013
Van Den Berg Management I
Texas
$8.07K -$177K -1,258 -96%
FFC
2014
First Financial Corp
Indiana
$7.62K – – –
MMG
2015
Monetary Management Group
Missouri
$7.47K +$7.04K +50 New
DF
2016
DecisionPoint Financial
Arizona
$6.88K – – –
FGA
2017
Fortis Group Advisors
New Jersey
$6.58K +$3.1K +22 +100%
GWMI
2018
Guardian Wealth Management (Illinois)
Illinois
$6.12K -$13.6K -97 -70%
TIM
2019
Thompson Investment Management
Wisconsin
$5.98K – – –
SRCM
2020
Signature Resources Capital Management
California
$5.98K +$5.63K +40 New
SVCP
2021
Silicon Valley Capital Partners
California
$5.77K -$9.85K -70 -64%
MIM
2022
Macroview Investment Management
Maryland
$5.7K – – –
MHR
2023
Matthew Hamilton Rosenberg
$5.53K +$5.21K +37 New
HWM
2024
HighMark Wealth Management
Minnesota
$4.96K – – –
LOIP
2025
Live Oak Investment Partners
Texas
$4.78K – – –
79 80
81
82 83