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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2001
Briaud Financial Planning
Texas
$32K +$32.3K +202 New
WOSD
2002
WFA of San Diego
California
$30.3K +$30.2K +189 New
CNBTD
2003
Citizens National Bank Trust Department
Mississippi
$30K – – –
WPA
2004
West Paces Advisors
Georgia
$29.8K -$24.8K -155 -45%
LFA
2005
Legend Financial Advisors
Pennsylvania
$29.5K +$1.44K +9 +5%
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
BAM
2007
Byrne Asset Management
New Jersey
$28K – – –
OIA
2008
Optimum Investment Advisors
Illinois
$27.8K +$27.7K +173 New
IC
2009
Innealta Capital
Texas
$27.6K +$27.5K +172 New
PSB
2010
Piscataqua Savings Bank
New Hampshire
$25.7K – – –
YAL
2011
Your Advocates Ltd
Texas
$24.9K – – –
AWM
2012
AllSquare Wealth Management
New York
$24.2K – – –
HCM
2013
Hollencrest Capital Management
California
$23.8K +$23.8K +149 New
MRCM
2014
M&R Capital Management
New Jersey
$22.9K – – –
MIA
2015
MeadowBrook Investment Advisors
Michigan
$22.5K +$16K +100 +111%
CBT
2016
Central Bank & Trust
Kentucky
$22.5K +$22.4K +140 New
AI
2017
Arvest Investments
Arkansas
$21.7K – – –
FPF
2018
First Pacific Financial
Washington
$21.5K -$13.3K -83 -38%
PAG
2019
Paladin Advisory Group
Iowa
$18.9K – – –
CIA
2020
Cape Investment Advisory
Georgia
$18.8K -$2.24K -14 -11%
FAM
2021
Family Asset Management
South Carolina
$18.6K +$9.43K +59 +104%
OLVIG
2022
Oliver Lagore Vanvalin Investment Group
Michigan
$17.3K -$4.16K -26 -19%
PCG
2023
PFC Capital Group
California
$17K – – –
BC
2024
Broadwater Capital
Massachusetts
$16K – – –
CA
2025
Centerpoint Advisors
Massachusetts
$16K – – –
79 80
81
82 83