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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
2076
Nilsine Partners
Colorado
$222K – – –
PWA
2077
PCG Wealth Advisors
Kansas
$222K – – –
HNWA
2078
Henrickson Nauta Wealth Advisors
Michigan
$222K – – –
TLFA
2079
True Link Financial Advisors
California
$221K +$230K +1,308 New
MWA
2080
Mills Wealth Advisors
Texas
$221K -$18.6K -106 -8%
FPW
2081
Fairvoy Private Wealth
Alabama
$221K +$229K +1,304 New
PWW
2082
Pettyjohn Wood & White
Virginia
$220K +$1.05K +6 +0.5%
PTC
2083
Philadelphia Trust Company
Pennsylvania
$220K – – –
N
2084
Natixis
France
$218K +$227K +1,293 New
VAM
2085
Verity Asset Management
North Carolina
$218K -$801K -4,565 -49%
EL
2086
EQ LLC
Washington
$218K – – –
FA
2087
Fiduciary Alliance
South Carolina
$218K +$18.4K +105 +9%
CI
2088
Chartist Inc
California
$218K -$6.32K -36 -3%
MEAC
2089
M.E. Allison & Co
Texas
$218K +$226K +1,287 New
TCM
2090
Telos Capital Management
California
$218K -$33.9K -193 -13%
ACGA
2091
Atlanta Consulting Group Advisors
Georgia
$218K -$41.4K -236 -16%
LWA
2092
LifeGoal Wealth Advisors
New York
$218K +$226K +1,286 New
RLIM
2093
Red Lighthouse Investment Management
New York
$217K – – –
OPA
2094
Old Port Advisors
Maine
$217K +$225K +1,282 New
1IA
2095
1834 Investment Advisors
Wisconsin
$216K -$27.2K -155 -11%
CW
2096
Channel Wealth
California
$216K +$1.93K +11 +0.9%
STA
2097
Smith Thornton Advisors
Alabama
$216K – – –
JEST
2098
JTC Employer Solutions Trustee
Jersey
$216K – – –
NGA
2099
Naples Global Advisors
Florida
$216K +$14.2K +81 +7%
WA
2100
WealthTrust Axiom
Pennsylvania
$216K – – –
82 83
84
85 86