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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1801
Monetary Management Group
Missouri
$7.11K +$6.94K +50 New
GM
1802
GeoWealth Management
Illinois
$7K +$6.81K +49 New
CWA
1803
Carolina Wealth Advisors
South Carolina
$6.96K +$5.42K +39 +390%
DF
1804
DecisionPoint Financial
Arizona
$6.54K +$5K +36 +360%
WWM
1805
Wolff Wiese Magana
California
$6.25K -$3.19K -23 -34%
PK
1806
Pflug Koory
Nebraska
$5.98K – – –
TIM
1807
Thompson Investment Management
Wisconsin
$5.68K – – –
PFG
1808
Piershale Financial Group
Illinois
$5.26K – – –
MM
1809
Main Management
California
$5K +$5.28K +38 New
RP
1810
Rice Partnership
Hawaii
$4.97K +$4.86K +35 New
HWM
1811
HighMark Wealth Management
Minnesota
$4.65K -$12.4K -89 -73%
EWP
1812
Elevation Wealth Partners
California
$4.55K – – –
LOIP
1813
Live Oak Investment Partners
Texas
$4.55K – – –
JMF
1814
Johnson Midwest Financial
Iowa
$4.26K – – –
PWMG
1815
Prestige Wealth Management Group
New Jersey
$4.26K – – –
MFA
1816
Morling Financial Advisors
California
$4.16K +$278 +2 +7%
GGI
1817
Godsey & Gibb Inc
Virginia
$4.12K -$2.22K -16 -36%
CWA
1818
Clearview Wealth Advisors
Oregon
$3.98K – – –
MFC
1819
Morris Financial Concepts
South Carolina
$3.27K +$3.19K +23 New
OAJ
1820
Ogorek Anthony Joseph
New York
$3K – – –
RFG
1821
RFP Financial Group
Georgia
$2.63K – – –
APW
1822
Acima Private Wealth
Virginia
$2.13K – – –
HWP
1823
Highline Wealth Partners
California
$1.85K – – –
BCM
1824
Basso Capital Management
Connecticut
$1.56K +$1.53K +11 New
ACM
1825
Antonetti Capital Management
Florida
$1.42K – – –
71 72
73
74 75