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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2501
Cadia Private Client
New Jersey
$232K – – –
FBT
2502
First Bank & Trust
South Dakota
$232K – – –
HPC
2503
Hobart Private Capital
North Carolina
$232K +$222K +1,063 New
FL
2504
FreeGulliver LLC
Louisiana
$231K – – –
IB
2505
Intrust Bank
Kansas
$231K – – –
WPWM
2506
Western Pacific Wealth Management
Illinois
$231K – – –
MWS
2507
MFA Wealth Services
California
$230K +$1.04K +5 +0.5%
PWA
2508
Phoenix Wealth Advisors
North Carolina
$229K – – –
FFA
2509
First Foundation Advisors
California
$229K +$219K +1,049 New
MA
2510
MBA Advisors
Pennsylvania
$228K – – –
FZCM
2511
Flynn Zito Capital Management
New York
$228K – – –
HKIM
2512
Hayek Kallen Investment Management
Alabama
$228K – – –
CCT
2513
Capital City Trust
Florida
$228K – – –
SFG
2514
SageGuard Financial Group
Tennessee
$228K +$218K +1,045 New
CA
2515
Claris Advisors
Missouri
$228K +$418 +2 +0.2%
SCA
2516
Stillwater Capital Advisors
Pennsylvania
$228K +$3.97K +19 +2%
PWM
2517
Praetorian Wealth Management
California
$228K – – –
BOSSRA
2518
B.O.S.S. Retirement Advisors
Utah
$228K +$209 +1 +0.1%
CW
2519
Channel Wealth
California
$227K -$28.2K -135 -11%
EWP
2520
Elevation Wealth Partners
California
$227K – – –
BFO
2521
Biltmore Family Office
North Carolina
$227K – – –
PIA
2522
Petredis Investment Advisors
Pennsylvania
$227K +$217K +1,040 New
NF
2523
Napier Financial
Massachusetts
$226K +$626 +3 +0.3%
GPWA
2524
Great Point Wealth Advisors
Massachusetts
$226K +$217K +1,037 New
MWM
2525
MBE Wealth Management
Wisconsin
$226K +$216K +1,036 New
99 100
101
102 103