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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
2001
First Pacific Financial
Washington
$279K +$72.6K +430 +37%
TA
2002
Tactive Advisors
Florida
$278K +$266K +1,576 New
SWM
2003
Seed Wealth Management
Illinois
$278K – – –
PWS
2004
Proactive Wealth Strategies
Georgia
$277K -$14K -83 -5%
MLFP
2005
MPS Loria Financial Planners
Illinois
$277K – – –
HWP
2006
Highline Wealth Partners
California
$277K +$2.03K +12 +0.8%
SFI
2007
SPC Financial Inc
Maryland
$277K -$521K -3,083 -66%
LI
2008
LMCG Investments
Massachusetts
$276K +$4.9K +29 +2%
SYBT
2009
Stock Yards Bank & Trust
Kentucky
$275K -$9.8K -58 -4%
PBO
2010
Peoples Bank (Ohio)
Ohio
$275K -$16.9K -100 -6%
CT
2011
Clearstead Trust
Maine
$274K +$91.4K +541 +54%
TFP
2012
Traction Financial Partners
Wyoming
$274K – – –
WMWM
2013
Whitaker-Myers Wealth Managers
Ohio
$273K +$18.2K +108 +8%
UIM
2014
Unified Investment Management
Georgia
$273K – – –
S
2015
Sunpointe
Missouri
$272K – – –
TWC
2016
TD Waterhouse Canada
Ontario, Canada
$271K -$3.88K -23 -1%
SCM
2017
Smead Capital Management
Arizona
$270K +$258K +1,530 New
NFC
2018
Northstar Financial Companies
Pennsylvania
$270K +$258K +1,529 New
JC
2019
Jentner Corp
Ohio
$270K – – –
SCA
2020
Stuart Chaussee & Associates
California
$270K -$70.9K -420 -22%
TIM
2021
Total Investment Management
Arizona
$270K -$183K -1,083 -42%
WG
2022
Welch Group
Alabama
$270K -$2.87K -17 -1%
KAM
2023
Kraft Asset Management
Tennessee
$269K – – –
PPWM
2024
Perissos Private Wealth Management
Oklahoma
$269K -$84.5K -500 -25%
PAG
2025
Private Advisory Group
Washington
$268K +$7.43K +44 +3%
79 80
81
82 83