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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
Activest Wealth Management
Florida
$220K +$184K +880 +682%
SFG
2527
SevenBridge Financial Group
Pennsylvania
$220K +$204K +979 New
WFS
2528
WealthGarden F.S.
California
$219K +$209K +1,003 New
ECAM
2529
East Coast Asset Management
Massachusetts
$218K +$209K +1,002 New
GFP
2530
Gryphon Financial Partners
Ohio
$218K +$209K +1,002 New
VIA
2531
Vickerman Investment Advisors
Washington
$218K +$209K +1,001 New
PWM
2532
Peak Wealth Management
New Hampshire
$217K -$7.31K -35 -3%
CT
2533
Clearstead Trust
Maine
$217K -$13.6K -65 -6%
RPC
2534
Rossmore Private Capital
Connecticut
$217K – – –
TWM
2535
Tortuga Wealth Management
California
$216K +$207K +991 New
SA
2536
Sunesis Advisors
Kansas
$216K +$207K +989 New
FWIA
2537
Fort Washington Investment Advisors
Ohio
$215K +$206K +986 New
RCM
2538
Radnor Capital Management
Pennsylvania
$214K +$205K +984 New
SCM
2539
Schnieders Capital Management
California
$214K +$205K +982 New
BI
2540
Berkeley Inc
Idaho
$213K +$205K +980 New
FF
2541
Financial Futures
New Jersey
$213K -$62K -297 -23%
VH
2542
Visionary Horizons
Tennessee
$213K +$204K +976 New
1IA
2543
1834 Investment Advisors
Wisconsin
$213K +$204K +976 New
NL
2544
Navalign LLC
California
$213K +$204K +976 New
CAM
2545
Concorde Asset Management
Michigan
$212K +$203K +974 New
PIA
2546
Powell Investment Advisors
Florida
$212K – – –
AFG
2547
Arkansas Financial Group
Arkansas
$211K +$202K +969 New
BCPWM
2548
Bradley & Co Private Wealth Management
Florida
$211K – – –
ST
2549
Sentinel Trust
Texas
$211K -$21.1K -101 -9%
WMWM
2550
Wilkins Miller Wealth Management
Alabama
$211K +$202K +966 New
100 101
102
103 104