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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TB
1376
Treynor Bancshares
Iowa
$609K – – –
TFO
1377
Tarbox Family Office
California
$609K +$17.4K +113 +3%
WCM
1378
Windsor Capital Management
Arizona
$608K -$3.55K -23 -0.6%
TIM
1379
Total Investment Management
Arizona
$606K -$152K -986 -21%
NFSG
1380
Newbridge Financial Services Group
Florida
$603K -$344K -2,232 -38%
LPP
1381
Life Planning Partners
Florida
$599K -$78.2K -507 -12%
RDWM
1382
Red Door Wealth Management
Tennessee
$599K – – –
SC
1383
SouthState Corp
Florida
$598K +$38.1K +247 +7%
TFG
1384
Tilson Financial Group
New Jersey
$596K -$60.1K -390 -10%
GEA
1385
Glen Eagle Advisors
New Jersey
$596K +$1.23K +8 +0.2%
FPCP
1386
Fort Point Capital Partners
California
$594K +$1.85K +12 +0.3%
BBHC
1387
Brown Brothers Harriman & Co
New York
$591K -$76.9K -499 -12%
HCM
1388
Hall Capital Management
Rhode Island
$590K -$8.17K -53 -1%
1WA
1389
180 Wealth Advisors
Washington
$589K +$39.9K +259 +8%
DP
1390
DDD Partners
Washington
$587K -$29.4K -191 -5%
FPCG
1391
Fort Pitt Capital Group
Pennsylvania
$586K -$104K -676 -16%
CWS
1392
Confluence Wealth Services
Pennsylvania
$585K +$6.78K +44 +1%
HAS
1393
HBW Advisory Services
California
$582K – – –
LK
1394
Lumbard & Kellner
New Hampshire
$581K -$83.2K -540 -13%
PS
1395
Planned Solutions
California
$580K – – –
CWP
1396
Corepath Wealth Partners
Arizona
$579K -$1.62M -10,480 -74%
EWA
1397
Emergent Wealth Advisors
New York
$577K -$40.9K -265 -7%
EGA
1398
Eagle Global Advisors
Texas
$577K – – –
DA
1399
Detalus Advisors
Missouri
$576K -$105K -684 -16%
C
1400
Certuity
Florida
$571K -$2.31K -15 -0.4%
54 55
56
57 58