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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
976
Blue Bell Private Wealth Management
Pennsylvania
$9K +$11K +100 New
PWMG
977
Prestige Wealth Management Group
New Jersey
$8K – – –
AA
978
Advisory Alpha
Michigan
$7.52K -$21.2K -193 -71%
CWP
979
CFM Wealth Partners
Texas
$7K – – –
LWA
980
Lowe Wealth Advisors
Maryland
$7K – – –
VCS
981
Vaughan & Co Securities
New Jersey
$6.06K +$1.65K +15 +28%
LWA
982
Lenox Wealth Advisors
New York
$6K -$28.7K -262 -80%
JWBC
983
John W. Brooker & Co
California
$6K – – –
MCM
984
McMillion Capital Management
North Carolina
$6K – – –
PA
985
Procyon Advisors
Connecticut
$6K – – –
SCA
986
Stonebridge Capital Advisors
Minnesota
$6K – – –
CAN
987
Claraphi Advisory Network
United States
$6K +$7.24K +66 New
EWM
988
Edge Wealth Management
New York
$5K – – –
WFMPM
989
Woodley Farra Manion Portfolio Management
Indiana
$5K – – –
AIM
990
Anchor Investment Management
South Carolina
$4.24K – – –
PK
991
Pflug Koory
Nebraska
$4K – – –
VRM
992
Vectors Research Management
New York
$2K -$82.3K -750 -98%
MF
993
Manchester Financial
California
$2K -$2.85K -26 -55%
SIS
994
Sound Income Strategies
Florida
$2K – – –
BCMIO
995
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$1.98K +18 New
BCWM
996
Bartlett & Co Wealth Management
Ohio
$1.34K +$1.65K +15 New
CWA
997
Carolina Wealth Advisors
South Carolina
$1K – – –
SC
998
Stratford Consulting
Texas
$1K +$988 +9 New
CCA
999
Column Capital Advisors
Indiana
$1K +$1.32K +12 New
BC
1000
Bartlett & Co
Ohio
$1K +$1.65K +15 New
38 39
40
41 42