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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1551
Heritage Wealth Advisors
Virginia
$641K – – –
WP
1552
Westmount Partners
California
$641K – – –
1L
1553
10Elms LLP
Oklahoma
$637K +$660K +3,761 New
CWS
1554
Cypress Wealth Services
California
$636K – – –
SRC
1555
Shufro Rose & Co
New York
$634K -$353K -2,009 -35%
HW
1556
Hancock Whitney
Mississippi
$631K – – –
AW
1557
Alteri Wealth
California
$631K +$654K +3,725 New
TFG
1558
Tilson Financial Group
New Jersey
$623K +$3.16K +18 +0.5%
TFO
1559
Tarbox Family Office
California
$622K – – –
SRWM
1560
Shira Ridge Wealth Management
California
$622K -$3.86K -22 -0.6%
AIA
1561
Accelerate Investment Advisors
California
$621K +$4.91K +28 +0.8%
FCG
1562
Fielder Capital Group
Tennessee
$621K -$528K -3,009 -45%
GEA
1563
Glen Eagle Advisors
New Jersey
$620K +$10.4K +59 +2%
LWM
1564
Level Wealth Management
North Carolina
$619K +$642K +3,656 New
HPIA
1565
Hamilton Point Investment Advisors
North Carolina
$619K +$44.8K +255 +8%
PCP
1566
Proficio Capital Partners
Massachusetts
$616K – – –
MIF
1567
Mediolanum International Funds
Ireland
$616K +$641K +3,652 New
PAW
1568
Plan A Wealth
Nebraska
$615K +$638K +3,633 New
FWCM
1569
Ferguson Wellman Capital Management
Oregon
$614K +$1.75K +10 +0.3%
WCM
1570
Windsor Capital Management
Arizona
$613K -$3.16K -18 -0.5%
TCWM
1571
Total Clarity Wealth Management
Illinois
$613K -$72.1K -411 -10%
PFM
1572
Potomac Fund Management
Florida
$611K +$633K +3,608 New
FC
1573
Fairscale Capital
New Hampshire
$610K +$175 +1 +0%
CRI
1574
Colonial River Investments
Virginia
$607K -$18.4K -105 -3%
EGA
1575
Eagle Global Advisors
Texas
$604K -$13.2K -75 -2%
61 62
63
64 65