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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
2001
Eagle Rock Investment Company
Georgia
$295K – – –
EFN
2002
Equita Financial Network
Pennsylvania
$295K +$286K +1,581 New
MLFP
2003
MPS Loria Financial Planners
Illinois
$294K +$1.63K +9 +0.6%
IA
2004
IFG Advisors
Missouri
$294K +$34K +188 +14%
AF
2005
Atala Financial
California
$293K -$65.4K -361 -19%
SIC
2006
Sterling Investment Counsel
New York
$293K +$284K +1,571 New
LMKC
2007
L.M. Kohn & Company
Ohio
$293K -$182K -1,003 -39%
HWP
2008
Highline Wealth Partners
California
$292K – – –
AW
2009
Atlas Wealth
Ohio
$292K -$99.2K -548 -26%
SWP
2010
Semus Wealth Partners
Florida
$292K -$8.15K -45 -3%
SFI
2011
SPC Financial Inc
Maryland
$292K -$181 -1 -0.1%
SYBT
2012
Stock Yards Bank & Trust
Kentucky
$291K +$181 +1 +0.1%
NI
2013
NDVR Inc
Massachusetts
$290K +$282K +1,557 New
TFP
2014
Traction Financial Partners
Wyoming
$289K – – –
PBO
2015
Peoples Bank (Ohio)
Ohio
$289K -$1.63K -9 -0.6%
UIM
2016
Unified Investment Management
Georgia
$288K – – –
S
2017
Sunpointe
Missouri
$287K – – –
AAS
2018
Annex Advisory Services
Wisconsin
$287K +$8.51K +47 +3%
SWM
2019
Stockman Wealth Management
Montana
$286K +$278K +1,533 New
CFGF
2020
Compass Financial Group (Florida)
Florida
$285K +$277K +1,529 New
FFP
2021
FourThought Financial Partners
Florida
$284K -$21.4K -118 -7%
RF
2022
RHS Financial
California
$284K -$38.9K -215 -12%
RT
2023
Rockland Trust
Massachusetts
$283K +$275K +1,519 New
PAG
2024
Private Advisory Group
Washington
$283K – – –
QPWM
2025
Quadrant Private Wealth Management
Pennsylvania
$282K -$124K -685 -31%
79 80
81
82 83