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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2251
Roble Belko & Company
Pennsylvania
$262K +$125K +665 +94%
RIA
2252
Rhodes Investment Advisors
Texas
$262K +$258K +1,370 New
MIM
2253
Marco Investment Management
Georgia
$261K – – –
SCA
2254
Sage Capital Advisors
South Dakota
$260K -$9.97K -53 -4%
IP
2255
Ignite Planners
California
$260K -$72.4K -385 -23%
TAM
2256
Tucker Asset Management
Colorado
$259K +$147K +781 +136%
EM
2257
Excalibur Management
Massachusetts
$258K – – –
APW
2258
Axim Planning & Wealth
Ohio
$257K -$54.7K -291 -18%
VIM
2259
Vista Investment Management
Pennsylvania
$257K +$253K +1,345 New
WA
2260
WealthTrust Axiom
Pennsylvania
$256K – – –
JFG
2261
JDM Financial Group
Texas
$256K -$8.28K -44 -3%
KA
2262
Kure Advisory
Minnesota
$256K – – –
FF
2263
Financial Futures
New Jersey
$256K -$15K -80 -6%
JF
2264
JSF Financial
California
$255K +$188 +1 +0.1%
WG
2265
Welch Group
Alabama
$255K -$30.5K -162 -11%
RH
2266
RFG Holdings
Texas
$255K +$251K +1,334 New
VCM
2267
Versant Capital Management
Arizona
$255K -$115K -613 -32%
SCA
2268
Stonebridge Capital Advisors
Minnesota
$253K -$29.2K -155 -10%
A
2269
Allianz
Germany
$253K – – –
WT
2270
Whittier Trust
California
$253K -$150K -799 -38%
PWS
2271
Peterson Wealth Services
Utah
$252K -$5.52M -29,322 -96%
IWAO
2272
Independence Wealth Advisors (Ohio)
Ohio
$252K +$248K +1,319 New
SCA
2273
St. Clair Advisors
Ohio
$251K – – –
GIL
2274
Go Invest LLC
Utah
$251K +$247K +1,314 New
PFGIA
2275
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$5.08K -27 -2%
89 90
91
92 93