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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
901
Lenox Wealth Advisors
New York
$26K +$18.4K +166 +248%
HCA
902
Horan Capital Advisors
Ohio
$26K +$26.2K +237 New
PFO
903
Pathstone Family Office
New Jersey
$25K – – –
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$25K +$332 +3 +1%
AWM
905
AllSquare Wealth Management
New York
$23K – – –
WAS
906
Winch Advisory Services
Wisconsin
$22K +$221 +2 +1%
GWAG
907
Garrett Wealth Advisory Group
Texas
$21K +$20.8K +188 New
FMTCOCP
908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
PG
909
Proffitt & Goodson
Tennessee
$19K – – –
CA
910
Crewe Advisors
Utah
$18K – – –
FGAM
911
Financial Gravity Asset Management
Texas
$18K – – –
RBC
912
Roble Belko & Company
Pennsylvania
$18K – – –
SBL
913
Sargent Bickham Lagudis
Colorado
$17K +$16.6K +150 New
BCM
914
Bourgeon Capital Management
Connecticut
$14K +$14.2K +128 New
BWP
915
Baldwin Wealth Partners
Massachusetts
$13K – – –
CI
916
CX Institutional
Indiana
$12K -$20K -181 -64%
CIA
917
Cascade Investment Advisors
Oregon
$11.2K +$11.1K +100 New
BWA
918
BDO Wealth Advisors
Florida
$11K – – –
PFSC
919
Peoples Financial Services Corp
Pennsylvania
$11K – – –
RCA
920
Rowland Carmichael Advisors
Arizona
$11K – – –
SC
921
Sawyer & Company
Massachusetts
$11K +$11.1K +100 New
PWMG
922
Prestige Wealth Management Group
New Jersey
$10K – – –
LWA
923
Lowe Wealth Advisors
Maryland
$9K – – –
1NWS
924
1 North Wealth Services
Maryland
$9K +$8.52K +77 New
MCM
925
McMillion Capital Management
North Carolina
$8K – – –
35 36
37
38 39