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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
2576
Oxler Private Wealth
New York
$206K +$198K +947 New
SLT
2577
St Louis Trust
Missouri
$206K -$199K -955 -2%
CL
2578
CLG LLC
California
$206K +$197K +944 New
WFA
2579
WestHill Financial Advisors
California
$205K +$197K +942 New
OC
2580
Optima Capital
Oregon
$205K -$52K -249 -21%
CWG
2581
Crown Wealth Group
North Carolina
$205K -$39K -187 -17%
DWM
2582
Denver Wealth Management
Colorado
$205K +$196K +939 New
PNFS
2583
PW Nova Financial Services
Pennsylvania
$204K +$196K +937 New
SWM
2584
Steinberganna Wealth Management
New York
$204K +$195K +936 New
SFO
2585
Stenger Family Office
Illinois
$204K -$33.6K -161 -15%
QFP
2586
Quantum Financial Partners
Kansas
$203K +$195K +933 New
HW
2587
Hancock Whitney
Mississippi
$203K +$195K +933 New
EL
2588
EQ LLC
Washington
$202K +$194K +929 New
EA
2589
Evergreen Advisors
Tennessee
$202K +$151K +724 +353%
FOA
2590
Five Oceans Advisors
California
$202K +$194K +928 New
MWM
2591
Melfa Wealth Management
Massachusetts
$202K +$194K +927 New
PHWA
2592
Petersen Hastings Wealth Advisors
Washington
$202K +$193K +926 New
MWPCG
2593
Measured Wealth Private Client Group
New Hampshire
$201K – – –
SP
2594
SmartHarvest Portfolios
Washington
$201K +$193K +923 New
HHGA
2595
Halbert Hargrove Global Advisors
California
$201K – – –
IIM
2596
Invariant Investment Management
Pennsylvania
$201K +$191K +915 New
MIA
2597
MeadowBrook Investment Advisors
Michigan
$201K – – –
TPW
2598
Tiller Private Wealth
Pennsylvania
$200K -$41.3K -198 -18%
OWG
2599
Oxford Wealth Group
Florida
$200K +$192K +918 New
JWM
2600
JPL Wealth Management
Colorado
$195K +$28.8K +138 +18%
102 103
104
105 106