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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Curi Wealth Management
North Carolina
$20K +$20.4K +140 New
HNWAG
1602
High Net Worth Advisory Group
Florida
$18K -$43.8K -300 -71%
TAM
1603
Tucker Asset Management
Colorado
$17.1K +$16.9K +116 New
HWMA
1604
Heritage Wealth Management (Arizona)
Arizona
$17K +$16.6K +114 New
ASBI
1605
American State Bank (Iowa)
Iowa
$16.4K – – –
VRM
1606
Vectors Research Management
New York
$16K – – –
IF
1607
Integrity Financial
Wyoming
$16K +$15.6K +107 New
HF
1608
Halpern Financial
Virginia
$16K – – –
PFSC
1609
Peoples Financial Services Corp
Pennsylvania
$15K – – –
RPCA
1610
Running Point Capital Advisors
California
$15K – – –
RCM
1611
Robinson Capital Management
Michigan
$15K +$14.6K +100 New
AC
1612
AlphaCore Capital
California
$14K – – –
EAM
1613
Eukles Asset Management
Ohio
$14K – – –
FPFS
1614
First Personal Financial Services
North Carolina
$14K +$13.6K +93 New
DC
1615
DeDora Capital
California
$14K +$13.9K +95 New
BW
1616
Bison Wealth
Georgia
$13K – – –
FFWM
1617
Future Financial Wealth Management
Ohio
$13K – – –
MWM
1618
Mascoma Wealth Management
New Hampshire
$13K – – –
FA
1619
Faithward Advisors
Pennsylvania
$12K – – –
HWM
1620
HighMark Wealth Management
Minnesota
$12K +$146 +1 +1%
RTC
1621
Riverview Trust Company
Washington
$11K – – –
ZIG
1622
Zullo Investment Group
Pennsylvania
$9K -$48.2K -330 -85%
GC
1623
Gould Capital
Washington
$9K -$18.8K -129 -68%
BAM
1624
Byrne Asset Management
New Jersey
$9K +$438 +3 +5%
PP
1625
PFS Partners
New Jersey
$8.15K – – –
63 64
65
66 67