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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1376
Westmount Partners
California
$406K +$4.72K +34 +1%
SL
1377
SWMG LLC
Texas
$406K -$34.9K -251 -8%
GA
1378
Goldstein Advisors
Wisconsin
$404K -$6.39K -46 -2%
MWA
1379
Meridian Wealth Advisors
Texas
$404K -$49.7K -358 -11%
CCWM
1380
Cassaday & Co Wealth Management
Virginia
$403K – – –
BI
1381
Ballast Inc
Kentucky
$399K – – –
DCM
1382
Dimension Capital Management
Florida
$392K – – –
BCP
1383
Blue Chip Partners
Michigan
$391K +$30.7K +221 +9%
RIL
1384
Rothschild Investment LLC
Illinois
$390K -$2.22K -16 -0.6%
SC
1385
SouthState Corp
Florida
$390K -$556 -4 -0.1%
MC
1386
Mathes Company
New York
$389K +$380K +2,734 New
HB
1387
Horizon Bancorp
Indiana
$389K +$380K +2,737 New
SC
1388
Schoolcraft Capital
Colorado
$387K – – –
FAM
1389
Family Asset Management
South Carolina
$386K +$377K +2,716 New
SWP
1390
Summit Wealth Partners
Florida
$383K -$71.8K -517 -16%
MWP
1391
Madison Wealth Partners
Wisconsin
$383K -$9.58K -69 -2%
FBFS
1392
First Business Financial Services
Wisconsin
$382K – – –
IP
1393
Ignite Planners
California
$381K +$2.5K +18 +0.7%
BWIA
1394
Bryant Woods Investment Advisors
New York
$381K – – –
AWMG
1395
Alliance Wealth Management Group
New Jersey
$380K -$7.22K -52 -2%
TCM
1396
Towercrest Capital Management
Pennsylvania
$380K -$7.22K -52 -2%
TIA
1397
Traphagen Investment Advisors
New Jersey
$379K +$371K +2,670 New
MPM
1398
Meritage Portfolio Management
Kansas
$379K +$25.3K +182 +7%
DA
1399
Drake & Associates
Wisconsin
$379K – – –
FWA
1400
FSC Wealth Advisors
New York
$377K +$53.5K +385 +17%
54 55
56
57 58