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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1201
NWK Group
California
$8K – – –
CCC
1202
Crescent Capital Consulting
Louisiana
$8K +$7.31K +65 New
MCM
1203
McMillion Capital Management
North Carolina
$8K +$7.98K +71 New
FFG
1204
Fortem Financial Group
California
$7K +$6.18K +55 New
GA
1205
GoalVest Advisory
New York
$7K +$6.86K +61 New
HS
1206
Horan Securities
United States
$6K -$3.26K -29 -37%
EWM
1207
Edge Wealth Management
New York
$6K – – –
VNA
1208
Valley National Advisers
Pennsylvania
$6K – – –
SIAG
1209
Signet Investment Advisory Group
Rhode Island
$6K +$5.62K +50 New
AWM
1210
Atticus Wealth Management
Florida
$6K +$5.85K +52 New
TCWA
1211
Ten Capital Wealth Advisors
Washington
$6K +$5.96K +53 New
PK
1212
Pflug Koory
Nebraska
$5K – – –
AIA
1213
Arcadia Investment Advisors
Idaho
$5K +$4.72K +42 New
PWMG
1214
Prestige Wealth Management Group
New Jersey
$4K -$5.85K -52 -63%
CI
1215
CX Institutional
Indiana
$4K – – –
AWG
1216
Altus Wealth Group
Colorado
$4K +$3.71K +33 New
SFPG
1217
Stonebridge Financial Planning Group
Florida
$3K +$2.7K +24 New
FWM
1218
ForthRight Wealth Management
Georgia
$3K +$3.04K +27 New
CWA
1219
Clearview Wealth Advisors
Oregon
$3K +$3.15K +28 New
MF
1220
Manchester Financial
California
$2K – – –
OAJ
1221
Ogorek Anthony Joseph
New York
$2K – – –
SFC
1222
SYM Financial Corp
Indiana
$2K – – –
SMG
1223
Spectrum Management Group
Indiana
$2K +$1.91K +17 New
CWA
1224
Carolina Wealth Advisors
South Carolina
$1K – – –
FCB
1225
First Command Bank
Texas
$1K +$1.24K +11 New
47 48
49
50 51