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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2051
Morton Capital Management
California
$254K -$8.78K -52 -3%
HWMO
2052
Heritage Wealth Management (Ohio)
Ohio
$253K -$14.4K -85 -6%
FNT
2053
First Nebraska Trust
Nebraska
$253K – – –
RIP
2054
RAM Investment Partners
Washington
$253K +$507 +3 +0.2%
NWA
2055
Navis Wealth Advisors
New York
$253K -$11.8K -70 -5%
WAM
2056
Worth Asset Management
Texas
$252K +$8.78K +52 +4%
FFA
2057
Fi3 Financial Advisors
Indiana
$252K -$20.6K -122 -8%
BAWC
2058
Boyce & Associates Wealth Consulting
Texas
$252K – – –
ACP
2059
Aviance Capital Partners
Florida
$251K – – –
WA
2060
Wealthstar Advisors
Texas
$251K – – –
NAMM
2061
NorthStar Asset Management (Massachusetts)
Massachusetts
$251K +$240K +1,420 New
CFSG
2062
Community Financial Services Group
Vermont
$250K – – –
MP
2063
McDonald Partners
Ohio
$250K – – –
PNC
2064
Park National Corp
Ohio
$249K +$238K +1,411 New
SCA
2065
Sage Capital Advisors
South Dakota
$249K – – –
OAS
2066
Optivise Advisory Services
Tennessee
$249K +$37.2K +220 +19%
BP
2067
BWM Planning
Texas
$248K – – –
CFG
2068
Cooper Financial Group
California
$248K -$89.7K -531 -27%
SF
2069
Slagle Financial
Illinois
$248K -$110K -653 -32%
SAS
2070
SMI Advisory Services
Indiana
$247K +$236K +1,398 New
MPWT
2071
MassMutual Private Wealth & Trust
Connecticut
$247K +$99.3K +588 +73%
CWA
2072
Clarity Wealth Advisors
California
$245K -$1.86K -11 -0.8%
EWM
2073
Evolution Wealth Management
Florida
$245K +$234K +1,386 New
IA
2074
IFG Advisors
Missouri
$245K +$234K +1,386 New
CW
2075
Channel Wealth
California
$245K -$338 -2 -0.1%
81 82
83
84 85