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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
2076
Portside Wealth Group
Utah
$244K -$19.9K -118 -8%
NA
2077
Novus Advisors
South Carolina
$244K -$175K -1,037 -43%
SWM
2078
Stark Wealth Management
Pennsylvania
$244K – – –
SSWM
2079
Smith Salley Wealth Management
North Carolina
$243K – – –
DWM
2080
David Wealth Management
Virginia
$242K +$232K +1,371 New
DSC
2081
Duncker Streett & Co
Missouri
$242K -$6.76K -40 -3%
MIM
2082
Marco Investment Management
Georgia
$241K – – –
SWP
2083
Significant Wealth Partners
Illinois
$240K +$230K +1,360 New
HIC
2084
Holderness Investments Company
North Carolina
$240K -$132K -781 -37%
GWSA
2085
Global Wealth Strategies & Associates
Colorado
$240K -$4.22K -25 -2%
SMA
2086
Seven Mile Advisory
New Jersey
$239K – – –
JF
2087
JSF Financial
California
$239K +$21.1K +125 +10%
EM
2088
Excalibur Management
Massachusetts
$239K – – –
FCM
2089
Family Capital Management
Michigan
$239K – – –
GWP
2090
Gen-Wealth Partners
Michigan
$238K +$41.9K +248 +23%
FZCM
2091
Flynn Zito Capital Management
New York
$237K +$227K +1,343 New
KA
2092
Kure Advisory
Minnesota
$237K – – –
OCM
2093
Orion Capital Management
California
$237K – – –
PIWA
2094
Prevail Innovative Wealth Advisors
Kansas
$236K +$226K +1,338 New
SAM
2095
Satovsky Asset Management
New York
$236K – – –
FF
2096
Financial Futures
New Jersey
$236K +$22.6K +134 +11%
PWW
2097
Pettyjohn Wood & White
Virginia
$236K – – –
BFWA
2098
Benchmark Financial Wealth Advisors
Florida
$235K -$845 -5 -0.4%
MWM
2099
Maltin Wealth Management
New Jersey
$235K – – –
YIA
2100
YHB Investment Advisors
Connecticut
$235K -$3.38K -20 -1%
82 83
84
85 86