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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1976
Founders Capital Management (Texas)
Texas
$48.9K – – –
CP
1977
Castleview Partners
Texas
$47.4K +$2.31K +15 +5%
AW
1978
Avion Wealth
Texas
$44K +$6.78K +44 +20%
KA
1979
Kozak & Associates
Colorado
$43.3K -$45.9K -298 -53%
W
1980
WealthCollab
Washington
$43.2K -$19.9K -129 -33%
MBFW
1981
Morton Brown Family Wealth
Pennsylvania
$43.2K – – –
CWM
1982
Compass Wealth Management
Connecticut
$42.3K – – –
RDIA
1983
RE Dickinson Investment Advisors
Iowa
$42K -$3.24K -21 -8%
HWA
1984
HHM Wealth Advisors
Tennessee
$40.4K – – –
LB
1985
Legacy Bridge
Iowa
$40.1K +$1.7K +11 +5%
TCM
1986
Tradewinds Capital Management
Washington
$37.8K – – –
MTIC
1987
Missouri Trust & Investment Company
Missouri
$36.6K +$34.7K +225 New
PWS
1988
Private Wealth Strategies
Ohio
$36.4K +$5.18M +33,610 New
MSS
1989
Mitchell Sinkler & Starr
Pennsylvania
$36.3K +$34.4K +223 New
BAM
1990
Bellevue Asset Management
Washington
$35.5K +$308 +2 +0.9%
FPF
1991
First Pacific Financial
Washington
$35.3K +$16.6K +108 +99%
WWMSC
1992
Wagner Wealth Management (South Carolina)
South Carolina
$33.9K – – –
AP
1993
Aspect Partners
Virginia
$33.7K – – –
RP
1994
Rice Partnership
Hawaii
$33.5K – – –
ECM
1995
EMC Capital Management
Texas
$32K – – –
CNBTD
1996
Citizens National Bank Trust Department
Mississippi
$30.5K -$14.3K -93 -33%
EBA
1997
Eagle Bay Advisors
New York
$30.1K +$28.5K +185 New
VL
1998
Vima LLC
Michigan
$29.3K +$1.39K +9 +4%
FMTCOCP
1999
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
BAM
2000
Byrne Asset Management
New Jersey
$28.5K – – –
78 79
80
81 82