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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1776
Seelaus Asset Management
New Jersey
$398K +$5.26K +30 +1%
APW
1777
Austin Private Wealth
Texas
$398K +$105K +599 +34%
A
1778
Allianz
Germany
$398K – – –
NQWM
1779
Northwest Quadrant Wealth Management
Oregon
$397K +$411K +2,343 New
SC
1780
Schoolcraft Capital
Colorado
$396K -$251K -1,433 -38%
C1AG
1781
Client 1st Advisory Group
Florida
$392K +$407K +2,318 New
PWA
1782
Physician Wealth Advisors
Utah
$392K +$128K +730 +46%
MAV
1783
Mason & Associates (Virginia)
Virginia
$391K -$81.6K -465 -17%
SFG
1784
Synergy Financial Group
California
$390K +$405K +2,306 New
DFG
1785
Dynamic Financial Group
Iowa
$390K +$404K +2,301 New
NA
1786
Novus Advisors
South Carolina
$389K +$403K +2,296 New
SW
1787
Solidarity Wealth
Utah
$388K – – –
GM
1788
GeoWealth Management
Illinois
$388K +$116K +660 +40%
MWP
1789
Meridian Wealth Partners
Pennsylvania
$387K +$109K +622 +37%
HP
1790
Haven Private
Florida
$386K +$400K +2,280 New
LW
1791
Lauer Wealth
Indiana
$385K – – –
OWM
1792
OneAscent Wealth Management
Alabama
$385K +$44.9K +256 +13%
RSWA
1793
Robinson Smith Wealth Advisors
Maine
$385K -$22.1K -126 -5%
IWP
1794
Innova Wealth Partners
Pennsylvania
$384K +$398K +2,269 New
GWM
1795
GDS Wealth Management
Texas
$384K +$124K +704 +45%
CFSG
1796
Community Financial Services Group
Vermont
$383K – – –
HWM
1797
Horizon Wealth Management
Illinois
$383K +$397K +2,260 New
SIS
1798
Sound Income Strategies
Florida
$382K +$29.1K +166 +8%
TWG
1799
The Wealth Group
Minnesota
$380K -$23.5K -134 -6%
MWP
1800
Madison Wealth Partners
Wisconsin
$380K – – –
70 71
72
73 74