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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2001
Legend Financial Advisors
Pennsylvania
$28.5K – – –
RPCA
2002
Running Point Capital Advisors
California
$26.1K -$35K -227 -59%
PSB
2003
Piscataqua Savings Bank
New Hampshire
$26.1K – – –
SGC
2004
Slocum, Gordon & Co
Rhode Island
$25.7K -$1.08K -7 -4%
YAL
2005
Your Advocates Ltd
Texas
$25.2K – – –
AWM
2006
AllSquare Wealth Management
New York
$24.6K – – –
MRCM
2007
M&R Capital Management
New Jersey
$23.3K -$10.5K -68 -32%
AI
2008
Arvest Investments
Arkansas
$22K – – –
OLVIG
2009
Oliver Lagore Vanvalin Investment Group
Michigan
$21.8K +$20.7K +134 New
CIA
2010
Cape Investment Advisory
Georgia
$21.2K -$617 -4 -3%
FPFS
2011
First Personal Financial Services
North Carolina
$19.4K +$18.3K +119 New
PAG
2012
Paladin Advisory Group
Iowa
$19.1K – – –
AFG
2013
Albion Financial Group
Utah
$18.7K – – –
PCG
2014
PFC Capital Group
California
$18K +$12.3K +80 +250%
CAM
2015
Chesapeake Asset Management
New York
$17.9K +$17K +110 New
BC
2016
Broadwater Capital
Massachusetts
$16.3K – – –
SC
2017
Sawyer & Company
Massachusetts
$16.3K – – –
CA
2018
Centerpoint Advisors
Massachusetts
$16K – – –
FMB
2019
Field & Main Bank
Kentucky
$16K – – –
EAM
2020
Eukles Asset Management
Ohio
$15.6K – – –
CPG
2021
Cornerstone Planning Group
New Jersey
$15K -$20.5K -133 -58%
TVWM
2022
Tower View Wealth Management
Wisconsin
$14.7K -$33.5K -217 -71%
MIA
2023
MeadowBrook Investment Advisors
Michigan
$14.7K – – –
MWM
2024
Mascoma Wealth Management
New Hampshire
$13.8K -$13.9K -90 -51%
PCA
2025
Providence Capital Advisors
North Carolina
$13.7K +$12.9K +84 New
79 80
81
82 83