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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1951
Signature Equity Partners
Ohio
$571K +$66.6K +319 +14%
FPN
1952
Financial Planning Navigators
Minnesota
$570K -$1.67K -8 -0.3%
GI
1953
Gradient Investments
Minnesota
$570K +$174K +832 +47%
GA
1954
Goldstein Advisors
Wisconsin
$569K – – –
HT
1955
Heritage Trust
Oklahoma
$569K +$155K +744 +40%
CIA
1956
Cladis Investment Advisory
Montana
$567K – – –
HBT
1957
Hills Bank & Trust
Iowa
$566K – – –
FWM
1958
Foguth Wealth Management
Michigan
$564K +$332K +1,590 +157%
TWG
1959
The Wealth Group
Minnesota
$564K +$30.9K +148 +6%
AWM
1960
Ariadne Wealth Management
California
$563K – – –
RT
1961
Rockland Trust
Massachusetts
$561K +$45.3K +217 +9%
UWM
1962
United Wealth Management
Virginia
$559K – – –
CIS
1963
Continental Investors Services
Washington
$557K -$34.9K -167 -6%
LRPA
1964
L. Roy Papp & Associates
Arizona
$556K -$97.3K -466 -15%
IA
1965
Invested Advisors
Pennsylvania
$556K +$532K +2,549 New
BWP
1966
Barlow Wealth Partners
Kentucky
$555K – – –
CFP
1967
Catalyst Financial Partners
Massachusetts
$553K -$191K -914 -26%
NDSI
1968
Newman Dignan & Sheerar Inc
Rhode Island
$553K +$418 +2 +0.1%
IIC
1969
Ironwood Investment Counsel
Arizona
$551K +$28.8K +138 +6%
PGA
1970
Portland Global Advisors
Maine
$550K – – –
XAU
1971
XP Advisory US
Florida
$549K +$526K +2,520 New
OFG
1972
Opulen Financial Group
Virginia
$548K +$10.4K +50 +2%
MIC
1973
Means Investment Company
Maine
$548K +$2.51K +12 +0.5%
FI
1974
Financial Insights
Washington
$546K – – –
GSC
1975
Ground Swell Capital
South Carolina
$544K +$522K +2,498 New
77 78
79
80 81