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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1601
Lee Financial
Texas
$21K – – –
RBC
1602
Roble Belko & Company
Pennsylvania
$21K – – –
S
1603
Surevest
California
$20K – – –
AFG
1604
Albion Financial Group
Utah
$19K – – –
VRM
1605
Vectors Research Management
New York
$19K +$4.66K +33 +30%
AWM
1606
AllSquare Wealth Management
New York
$18K – – –
HI
1607
Hudock Inc
Pennsylvania
$18K – – –
FA
1608
Faithward Advisors
Pennsylvania
$18K +$8.04K +57 +71%
AIP
1609
Ahrens Investment Partners
Louisiana
$17K – – –
HWMA
1610
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
BW
1611
Bison Wealth
Georgia
$15K +$3.81K +27 +31%
CCM
1612
Chilton Capital Management
Texas
$15K +$15.9K +113 New
ASBI
1613
American State Bank (Iowa)
Iowa
$14.6K – – –
HF
1614
Halpern Financial
Virginia
$14.2K – – –
EAM
1615
Eukles Asset Management
Ohio
$13K -$141 -1 -1%
PFSC
1616
Peoples Financial Services Corp
Pennsylvania
$13K – – –
RCM
1617
Robinson Capital Management
Michigan
$13K – – –
RPCA
1618
Running Point Capital Advisors
California
$13K – – –
MWM
1619
Mascoma Wealth Management
New Hampshire
$12K – – –
HWM
1620
HighMark Wealth Management
Minnesota
$12K +$705 +5 +6%
GFPC
1621
Global Financial Private Client
Florida
$12K -$150K -1,065 -92%
GC
1622
Gould Capital
Washington
$11K +$3.38K +24 +40%
QC
1623
Quent Capital
New York
$10K -$28.8K -204 -72%
CWAF
1624
Core Wealth Advisors (Florida)
Florida
$10K +$10.3K +73 New
WWP
1625
WR Wealth Planners
Missouri
$9.23K +$4.8K +34 +94%
63 64
65
66 67