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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
2026
Turtle Creek Wealth Advisors
Texas
$478K -$77.9K -373 -15%
GTAM
2027
Global Trust Asset Management
Florida
$477K -$97.1K -465 -18%
C
2028
Croban
Ohio
$477K – – –
SAG
2029
Sentinel Advisory Group
Wisconsin
$476K -$11.5K -55 -2%
CD
2030
Chapin Davis
Maryland
$476K +$34.5K +165 +8%
BIG
2031
Brookwood Investment Group
Arizona
$473K -$78.5K -376 -15%
SC
2032
Schoolcraft Capital
Colorado
$472K -$17.8K -85 -4%
SWA
2033
SFMG Wealth Advisors
Texas
$471K +$42.2K +202 +10%
KIA
2034
KCM Investment Advisors
California
$466K – – –
FS
2035
Ferguson Shapiro
Georgia
$465K +$446K +2,135 New
SFG
2036
Shum Financial Group
California
$465K +$446K +2,135 New
CA
2037
Commerce Advisors
Tennessee
$465K – – –
PNAA
2038
Pictet North America Advisors
Switzerland
$465K – – –
AWM
2039
Alterna Wealth Management
Texas
$463K +$443K +2,123 New
RRA
2040
Red Reef Advisors
Florida
$462K -$3.55K -17 -0.8%
FF
2041
Foundry Financial
California
$458K +$19.4K +93 +5%
LIA
2042
LBMC Investment Advisors
Tennessee
$458K +$439K +2,101 New
SPG
2043
Strategic Planning Group
Utah
$458K +$2.09K +10 +0.5%
LJAC
2044
L.J. Altfest & Co
New York
$457K +$835 +4 +0.2%
MFP
2045
Meridian Financial Partners
Virginia
$454K -$38.2K -183 -8%
JWS
2046
Juncture Wealth Strategies
Arizona
$453K -$100K -481 -19%
LWM
2047
Lionshead Wealth Management
New York
$453K -$2.71K -13 -0.6%
SSI
2048
Scott & Selber Inc
Texas
$452K +$1.25K +6 +0.3%
CMMS
2049
Comprehensive Money Management Services
Florida
$452K -$6.26K -30 -1%
ORC
2050
O'Rourke & Company
Massachusetts
$451K +$835 +4 +0.2%
80 81
82
83 84