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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2076
Channel Wealth
California
$258K +$362 +2 +0.1%
GA
2077
Greenspring Advisors
Maryland
$258K +$251K +1,386 New
JFG
2078
JDM Financial Group
Texas
$258K -$45.3K -250 -15%
PWG
2079
Portside Wealth Group
Utah
$258K – – –
TWC
2080
TD Waterhouse Canada
Ontario, Canada
$257K -$25.7K -142 -9%
SWM
2081
Stark Wealth Management
Pennsylvania
$257K – – –
DSC
2082
Duncker Streett & Co
Missouri
$255K – – –
MIM
2083
Marco Investment Management
Georgia
$254K – – –
SFO
2084
Stenger Family Office
Illinois
$254K +$40.7K +225 +20%
RF
2085
Rossby Financial
Florida
$254K +$11.6K +64 +5%
GC
2086
Gilbert & Cook
Iowa
$254K +$246K +1,360 New
CAM
2087
Creekmur Asset Management
Illinois
$253K -$135K -743 -35%
EM
2088
Excalibur Management
Massachusetts
$252K – – –
IWB
2089
Innovative Wealth Building
Maryland
$251K +$27K +149 +12%
WA
2090
WealthTrust Axiom
Pennsylvania
$250K +$12.3K +68 +5%
SW
2091
Schulz Wealth
Texas
$250K -$94.3K -521 -28%
PFGIA
2092
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$200K -1,105 -45%
KA
2093
Kure Advisory
Minnesota
$250K – – –
PWW
2094
Pettyjohn Wood & White
Virginia
$250K +$1.09K +6 +0.5%
OCM
2095
Orion Capital Management
California
$250K – – –
PIWA
2096
Prevail Innovative Wealth Advisors
Kansas
$250K – – –
JF
2097
JSF Financial
California
$249K -$2.9K -16 -1%
MWM
2098
Maltin Wealth Management
New Jersey
$248K +$362 +2 +0.2%
LI
2099
LMCG Investments
Massachusetts
$248K -$42.4K -234 -15%
YIA
2100
YHB Investment Advisors
Connecticut
$247K – – –
82 83
84
85 86