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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1051
Pathstone Family Office
New Jersey
$26.4K – – –
PWP
1052
Personal Wealth Partners
Minnesota
$25K -$328K -2,845 -93%
AWM
1053
AllSquare Wealth Management
New York
$24K – – –
WAS
1054
Winch Advisory Services
Wisconsin
$24K +$231 +2 +1%
BAM
1055
Bellevue Asset Management
Washington
$24K +$23.1K +200 New
LWM
1056
Lionsbridge Wealth Management
Florida
$22K +$22.2K +192 New
FMTCOCP
1057
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
PG
1058
Proffitt & Goodson
Tennessee
$21K – – –
SFG
1059
Sowa Financial Group
Rhode Island
$20K +$18.8K +163 New
RBC
1060
Roble Belko & Company
Pennsylvania
$19K – – –
IWP
1061
IAG Wealth Partners
Wisconsin
$19K +$17.8K +154 New
SBL
1062
Sargent Bickham Lagudis
Colorado
$18K – – –
HF
1063
Halpern Financial
Virginia
$16.2K +$15.6K +135 New
HCA
1064
Horan Capital Advisors
Ohio
$16K -$11.5K -100 -42%
TCWM
1065
Total Clarity Wealth Management
Illinois
$15K +$14.1K +122 New
LFA
1066
Lighthouse Financial Advisors
Maryland
$14K +$14.1K +122 New
BWP
1067
Baldwin Wealth Partners
Massachusetts
$13K – – –
CI
1068
CX Institutional
Indiana
$12K – – –
PFSC
1069
Peoples Financial Services Corp
Pennsylvania
$12K – – –
RCA
1070
Rowland Carmichael Advisors
Arizona
$12K – – –
SC
1071
Sawyer & Company
Massachusetts
$12K – – –
FA
1072
Faithward Advisors
Pennsylvania
$12K +$11.7K +101 New
CIA
1073
Cascade Investment Advisors
Oregon
$12K – – –
PWMG
1074
Prestige Wealth Management Group
New Jersey
$11K +$231 +2 +2%
DC
1075
DeDora Capital
California
$11K +$11K +95 New
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43
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