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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
2026
Elevate Wealth Advisory
Georgia
$74.5K – – –
DI
2027
DAGCO Inc
Ohio
$74.2K +$3.68K +22 +5%
APW
2028
Atlantic Private Wealth
North Carolina
$73.7K – – –
SRCM
2029
Signature Resources Capital Management
California
$72.8K -$6.7K -40 -9%
POIA
2030
Pin Oak Investment Advisors
Texas
$72K – – –
Barclays
2031
Barclays
United Kingdom
$71.9K – – –
LWA
2032
Lowe Wealth Advisors
Maryland
$71.9K – – –
T
2033
Tidemark
California
$71.7K – – –
VCM
2034
Viewpoint Capital Management
Washington
$68.5K +$66K +394 New
PCWA
2035
Pacific Capital Wealth Advisors
California
$68.1K – – –
TWD
2036
True Wealth Design
Ohio
$66.9K – – –
AW
2037
Avion Wealth
Texas
$65K +$18.3K +109 +41%
SN
2038
Sittner & Nelson
Oregon
$63.4K – – –
OHWP
2039
Oak Harbor Wealth Partners
North Carolina
$63.2K – – –
Y.D. More Investments
2040
Y.D. More Investments
Israel
$62.6K – – –
PPC
2041
Park Place Capital
Alabama
$61.9K -$25.6K -153 -30%
SNB
2042
Security National Bank
Nebraska
$61.1K – – –
CI
2043
Cordant Inc
Oregon
$60.4K – – –
PCFFS
2044
Pacific Center for Financial Services
California
$59.9K – – –
BFS
2045
Burkett Financial Services
South Carolina
$59.5K +$2.34K +14 +4%
CWP
2046
Concord Wealth Partners
Virginia
$57.8K +$167 +1 +0.3%
LOIP
2047
Live Oak Investment Partners
Texas
$57.8K – – –
OIA
2048
Optimum Investment Advisors
Illinois
$56.7K +$25.4K +152 +88%
RWM
2049
Ruedi Wealth Management
Illinois
$55.8K -$167 -1 -0.3%
PCA
2050
Providence Capital Advisors
North Carolina
$54.8K -$6.53K -39 -11%