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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1626
Monumental Financial Group
Maryland
$8K +$7.59K +52 New
WIM
1627
Westside Investment Management
California
$7.53K +$5.4K +37 +5%
ACM
1628
Antonetti Capital Management
Florida
$7K -$156K -1,068 -96%
AIA
1629
Arcadia Investment Advisors
Idaho
$6.21K – – –
GWMI
1630
Guardian Wealth Management (Illinois)
Illinois
$6K – – –
PK
1631
Pflug Koory
Nebraska
$6K – – –
BCM
1632
Bourgeon Capital Management
Connecticut
$6K +$1.9K +13 +50%
TWP
1633
TFO Wealth Partners
Ohio
$6K +$5.54K +38 New
WWP
1634
WR Wealth Planners
Missouri
$5.32K +$5.25K +36 New
MFA
1635
Morling Financial Advisors
California
$4K -$1.02K -7 -21%
CHC
1636
City Holding Co
West Virginia
$4K – – –
CWA
1637
Clearview Wealth Advisors
Oregon
$4K – – –
JMF
1638
Johnson Midwest Financial
Iowa
$4K – – –
LWA
1639
Lenox Wealth Advisors
New York
$4K – – –
PWMG
1640
Prestige Wealth Management Group
New Jersey
$4K – – –
ARMC
1641
American Research & Management Company
Massachusetts
$3K – – –
OAJ
1642
Ogorek Anthony Joseph
New York
$3K – – –
DWA
1643
Delos Wealth Advisors
Texas
$3K +$2.19K +15 +300%
WA
1644
Win Advisors
Florida
$3K +$2.77K +19 New
JGCM
1645
Joseph Group Capital Management
Ohio
$3K +$2.92K +20 New
IUHSA
1646
Itau Unibanco Holding S.A.
Brazil
$2K +$1.75K +12 New
BA
1647
Bivin & Associates
Oklahoma
$1K – – –
CWA
1648
Carolina Wealth Advisors
South Carolina
$1K – – –
SFC
1649
SYM Financial Corp
Indiana
$1K +$875 +6 New
CIAS
1650
CBIZ Investment Advisory Services
Ohio
– -$207M -1,404,550 Closed
64 65
66
67 68