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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2001
Sachetta
Massachusetts
$109K -$26.1K -156 -20%
KPP
2002
Kings Path Partners
Texas
$107K +$103K +615 New
ACM
2003
Accent Capital Management
Ohio
$105K +$100K +600 New
RTC
2004
Riverview Trust Company
Washington
$103K – – –
AA
2005
AlphaMark Advisors
Kentucky
$102K – – –
WWM
2006
Wolff Wiese Magana
California
$101K +$83.5K +499 +632%
CYG
2007
Clean Yield Group
Vermont
$100K -$73.7K -440 -43%
RMC
2008
Resources Management Corp
Connecticut
$99K – – –
FPFS
2009
First Personal Financial Services
North Carolina
$94.1K – – –
GWM
2010
Grand Wealth Management
Michigan
$93.1K – – –
NCM
2011
Northwest Capital Management
Oregon
$91.8K – – –
PAG
2012
Paladin Advisory Group
Iowa
$91.3K +$67.8K +405 +343%
LFA
2013
LGT Financial Advisors
Texas
$90.7K +$1K +6 +1%
VWWMG
2014
Vermillion & White Wealth Management Group
Pennsylvania
$90.6K +$2.85K +17 +3%
CH
2015
Canton Hathaway
Rhode Island
$90K – – –
CTB
2016
Country Trust Bank
Illinois
$88.3K – – –
RDFA
2017
Ritter Daniher Financial Advisory
Ohio
$86.9K +$41.7K +249 +100%
FFWM
2018
Future Financial Wealth Management
Ohio
$86.2K +$82.7K +494 New
AA
2019
Addison Advisors
Vermont
$78.7K -$1.34K -8 -2%
M
2020
MOTCO
Texas
$78.6K – – –
IFS
2021
Intelligent Financial Strategies
Minnesota
$77.7K – – –
CT
2022
Clearstead Trust
Maine
$77.5K -$9.54K -57 -11%
EWA
2023
Elevate Wealth Advisory
Georgia
$74.5K – – –
DI
2024
DAGCO Inc
Ohio
$74.2K +$3.68K +22 +5%
APW
2025
Atlantic Private Wealth
North Carolina
$73.7K – – –
79 80
81
82 83