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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1951
DAGCO Inc
Ohio
$64.7K – – –
PA
1952
PSI Advisors
Florida
$64.5K +$64.3K +402 New
CPG
1953
Custom Portfolio Group
Colorado
$63.8K – – –
DCM
1954
Davis Capital Management
Florida
$62.9K -$4.16K -26 -6%
PCWA
1955
Pacific Capital Wealth Advisors
California
$62.6K – – –
JWM
1956
Janiczek Wealth Management
Colorado
$62.4K +$639 +4 +1%
TWD
1957
True Wealth Design
Ohio
$61.4K – – –
SN
1958
Sittner & Nelson
Oregon
$58.2K – – –
OHWP
1959
Oak Harbor Wealth Partners
North Carolina
$58.1K – – –
YDMI
1960
Y.D. More Investments
Israel
$57.5K – – –
PCA
1961
Providence Capital Advisors
North Carolina
$56.6K +$43K +269 +320%
SNB
1962
Security National Bank
Nebraska
$56.1K -$75.1K -470 -57%
CI
1963
Cordant Inc
Oregon
$55.5K -$57.9K -362 -51%
PCFFS
1964
Pacific Center for Financial Services
California
$55K – – –
LOIP
1965
Live Oak Investment Partners
Texas
$53.1K – – –
CWP
1966
Concord Wealth Partners
Virginia
$52.9K – – –
NRC
1967
New Republic Capital
North Carolina
$52.6K +$1.6K +10 +3%
BFS
1968
Burkett Financial Services
South Carolina
$52.4K -$4K -25 -7%
RWM
1969
Ruedi Wealth Management
Illinois
$51.5K -$1.28K -8 -2%
PWMA
1970
Pension & Wealth Management Advisors
Massachusetts
$50.1K -$16K -100 -24%
AIA
1971
Arcadia Investment Advisors
Idaho
$49.6K -$15.7K -98 -24%
CB
1972
Centennial Bank
Arkansas
$48.4K – – –
BWM
1973
BigSur Wealth Management
Florida
$48.4K – – –
FCMT
1974
Founders Capital Management (Texas)
Texas
$48.1K – – –
CP
1975
Castleview Partners
Texas
$47.2K +$479 +3 +1%
77 78
79
80 81