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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1526
Retirement Planning Company of New England
Rhode Island
$265K +$1.51K +11 +0.6%
GC
1527
Grimes & Company
Massachusetts
$265K -$24.4K -177 -9%
TCM
1528
Traynor Capital Management
Pennsylvania
$265K -$41.9K -304 -14%
SWM
1529
Silverlake Wealth Management
Vermont
$265K +$30.3K +220 +13%
MAS
1530
Meeder Advisory Services
Ohio
$264K +$259K +1,879 New
SJL
1531
Shayne & Jacobs LLC
Tennessee
$264K – – –
JFG
1532
JDM Financial Group
Texas
$263K +$258K +1,871 New
LT
1533
Legacy Trust
Michigan
$262K +$257K +1,866 New
BFWA
1534
Benchmark Financial Wealth Advisors
Florida
$262K -$70.9K -515 -22%
WBG
1535
Wharton Business Group
Pennsylvania
$261K – – –
PFG
1536
Prosperity Financial Group
California
$261K +$256K +1,857 New
IHWM
1537
Iron Horse Wealth Management
Iowa
$258K +$188K +1,366 +288%
BFS
1538
Bradley Foster & Sargent
Connecticut
$258K -$22.5K -163 -8%
FFWA
1539
FRG Family Wealth Advisors
Washington
$258K – – –
PWMG
1540
Pinnacle Wealth Management Group
Michigan
$257K -$59.8K -434 -19%
FWA
1541
FSC Wealth Advisors
New York
$256K +$17.2K +125 +7%
AAM
1542
Austin Asset Management
Texas
$255K – – –
FWA
1543
FSM Wealth Advisors
Ohio
$255K – – –
BCM
1544
Brainard Capital Management
Texas
$254K +$250K +1,812 New
SPC
1545
Stewart & Patten Company
California
$254K – – –
NP
1546
NorthRock Partners
Minnesota
$253K -$74K -537 -23%
ISWM
1547
Independent Solutions Wealth Management
New York
$252K – – –
GAM
1548
GEM Asset Management
Michigan
$252K +$248K +1,798 New
PGA
1549
Portland Global Advisors
Maine
$252K – – –
WCP
1550
Wick Capital Partners
Pennsylvania
$252K +$413 +3 +0.2%
60 61
62
63 64