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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
1626
Core Wealth Advisors (Florida)
Florida
$10K +$10.3K +73 New
WWP
1627
WR Wealth Planners
Missouri
$9.23K +$4.8K +34 +94%
RTC
1628
Riverview Trust Company
Washington
$9K – – –
OLVIG
1629
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$10K +71 New
TAM
1630
Tucker Asset Management
Colorado
$8.97K -$6.77K -48 -41%
ZIG
1631
Zullo Investment Group
Pennsylvania
$8K – – –
IRAG
1632
Investment Research & Advisory Group
Georgia
$8K +$8.18K +58 New
GKIM
1633
GW&K Investment Management
Massachusetts
$8K +$9.03K +64 New
WIM
1634
Westside Investment Management
California
$7.52K – – –
PP
1635
PFS Partners
New Jersey
$7.32K +$141 +1 +2%
ACM
1636
Antonetti Capital Management
Florida
$7K – – –
BCM
1637
Bourgeon Capital Management
Connecticut
$7K +$2.26K +16 +41%
MMG
1638
Monetary Management Group
Missouri
$7K +$7.05K +50 New
MRC
1639
Millburn Ridgefield Corp
New York
$6K -$45.4K -322 -88%
PK
1640
Pflug Koory
Nebraska
$6K +$282 +2 +5%
AIA
1641
Arcadia Investment Advisors
Idaho
$5.54K – – –
CIA
1642
Cascade Investment Advisors
Oregon
$5.41K +$5.78K +41 New
GWMI
1643
Guardian Wealth Management (Illinois)
Illinois
$5K – – –
ARMC
1644
American Research & Management Company
Massachusetts
$5K +$2.82K +20 +100%
CHC
1645
City Holding Co
West Virginia
$4K – – –
CWA
1646
Clearview Wealth Advisors
Oregon
$4K – – –
JMF
1647
Johnson Midwest Financial
Iowa
$4K – – –
MFA
1648
Morling Financial Advisors
California
$4K – – –
PWMG
1649
Prestige Wealth Management Group
New Jersey
$4K – – –
DWA
1650
Delos Wealth Advisors
Texas
$3K – – –
64 65
66
67 68