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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MB
1851
MidFirst Bank
Oklahoma
$542K +$534K +2,838 New
PAMG
1852
Patton Albertson Miller Group
Tennessee
$541K – – –
MWP
1853
Madison Wealth Partners
Wisconsin
$541K +$48.9K +260 +10%
AIM
1854
Archer Investment Management
Texas
$541K +$564 +3 +0.1%
JSA
1855
Jim Saulnier & Associates
Colorado
$539K +$60.9K +324 +13%
BZWA
1856
Blue Zone Wealth Advisors
California
$538K – – –
RWP
1857
Revolve Wealth Partners
New Jersey
$538K +$155K +826 +42%
AAS
1858
Asset Allocation Strategies
Michigan
$537K +$24.3K +129 +5%
HFA
1859
Highland Financial Advisors
New Jersey
$534K – – –
CFO
1860
Callan Family Office
Pennsylvania
$532K +$524K +2,788 New
RAM
1861
Robinhood Asset Management
California
$532K +$524K +2,786 New
PIA
1862
Polaris Investment Advisors
Massachusetts
$531K +$523K +2,779 New
CIS
1863
Continental Investors Services
Washington
$530K +$6.02K +32 +1%
EWM
1864
Evercore Wealth Management
New York
$530K +$35.7K +190 +7%
MSWM
1865
McGlone Suttner Wealth Management
Wisconsin
$530K +$16K +85 +3%
AFO
1866
Allie Family Office
Florida
$529K – – –
BMWS
1867
Brady Martz Wealth Solutions
North Dakota
$528K +$520K +2,766 New
1L
1868
10Elms LLP
Oklahoma
$527K -$37.6K -200 -7%
SIAG
1869
Safeguard Investment Advisory Group
California
$526K +$21.3K +113 +4%
NCM
1870
NCM Capital Management
New Jersey
$526K – – –
PRAG
1871
Portfolio Resources Advisor Group
Florida
$524K +$516K +2,742 New
FWA
1872
FSM Wealth Advisors
Ohio
$521K +$35.7K +190 +7%
IC
1873
Iconiq Capital
California
$520K – – –
W
1874
WealthCollab
Washington
$520K +$461K +2,449 +897%
HNWA
1875
Henrickson Nauta Wealth Advisors
Michigan
$519K +$251K +1,332 +102%
73 74
75
76 77