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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
Westwood Wealth Management
California
$412K +$406K +2,156 New
CMMS
2002
Comprehensive Money Management Services
Florida
$412K – – –
WQ
2003
Wealth Quarterback
New Jersey
$409K +$1.88K +10 +0.5%
PNAA
2004
Pictet North America Advisors
Switzerland
$407K – – –
MWC
2005
MKD Wealth Coaches
Michigan
$407K – – –
RRA
2006
Red Reef Advisors
Florida
$407K +$401K +2,130 New
ICMM
2007
Integrated Capital Management (Michigan)
Michigan
$405K +$2.44K +13 +0.6%
FNB
2008
Farmers National Bank
Kentucky
$405K – – –
M1FG
2009
Mach-1 Financial Group
Arkansas
$404K -$1.84M -9,780 -82%
SPG
2010
Strategic Planning Group
Utah
$403K +$4.51K +24 +1%
BSB
2011
Bangor Savings Bank
Maine
$402K +$40.6K +216 +11%
NAM
2012
NorthCrest Asset Manangement
Minnesota
$401K – – –
SYBT
2013
Stock Yards Bank & Trust
Kentucky
$401K +$101K +539 +35%
SNBOSCI
2014
Security National Bank of Sioux City Iowa
Iowa
$400K -$1.88K -10 -0.5%
FF
2015
Foundry Financial
California
$400K +$394K +2,093 New
ACGA
2016
Atlanta Consulting Group Advisors
Georgia
$398K – – –
TC
2017
TownSquare Capital
Utah
$398K -$30.3K -161 -7%
KFS
2018
Kelly Financial Services
Massachusetts
$397K -$76.7K -408 -16%
MAV
2019
Mason & Associates (Virginia)
Virginia
$396K -$15.4K -82 -4%
SSI
2020
Scott & Selber Inc
Texas
$396K +$2.26K +12 +0.6%
CKAIS
2021
Christensen King & Associates Investment Services
Washington
$395K +$376 +2 +0.1%
HGA
2022
Hobbs Group Advisors
South Carolina
$395K +$161K +855 +70%
AC
2023
Applied Capital
Arkansas
$394K – – –
EL
2024
EWA LLC
Pennsylvania
$392K +$184K +976 +91%
T
2025
Tableaux
Massachusetts
$392K +$384K +2,044 New
79 80
81
82 83