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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
1976
Iron Horse Wealth Management
Iowa
$272K -$6.1K -35 -2%
MLFP
1977
MPS Loria Financial Planners
Illinois
$270K -$110K -631 -29%
HWP
1978
Highline Wealth Partners
California
$268K +$35.4K +203 +15%
DCM
1979
Dimension Capital Management
Florida
$268K – – –
TFP
1980
Traction Financial Partners
Wyoming
$268K -$74.3K -426 -22%
PA
1981
PSI Advisors
Florida
$268K +$70.5K +404 +35%
UIM
1982
Unified Investment Management
Georgia
$267K – – –
FOA
1983
Five Oceans Advisors
California
$267K -$21.6K -124 -7%
CGH
1984
Crossmark Global Holdings
Texas
$267K +$269K +1,544 New
FFA
1985
Fi3 Financial Advisors
Indiana
$266K -$94.5K -542 -26%
ACM
1986
Avalon Capital Management
California
$266K +$269K +1,540 New
CIAS
1987
CFS Investment Advisory Services
New Jersey
$266K +$25.6K +147 +11%
TWC
1988
TD Waterhouse Canada
Ontario, Canada
$265K -$23.4K -134 -8%
S
1989
Sunpointe
Missouri
$265K – – –
LI
1990
LMCG Investments
Massachusetts
$265K +$267K +1,533 New
ACGA
1991
Atlanta Consulting Group Advisors
Georgia
$264K +$42.4K +243 +19%
JC
1992
Jentner Corp
Ohio
$264K -$8.54K -49 -3%
WG
1993
Welch Group
Alabama
$263K – – –
KAM
1994
Kraft Asset Management
Tennessee
$263K – – –
APW
1995
Aurora Private Wealth
New Jersey
$263K +$15.3K +88 +6%
HWMO
1996
Heritage Wealth Management (Ohio)
Ohio
$262K +$265K +1,519 New
NWA
1997
Navis Wealth Advisors
New York
$259K +$262K +1,500 New
GF
1998
Gimbal Financial
Indiana
$259K – – –
HTHT
1999
Hemenway Trust Hemenway Trust
New Hampshire
$259K – – –
PGA
2000
Portland Global Advisors
Maine
$259K – – –
78 79
80
81 82