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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2151
Opal Wealth Advisors
New York
$226K +$22.5K +124 +11%
LWP
2152
Laurel Wealth Planning
Minnesota
$226K – – –
CA
2153
Carson Advisory
Georgia
$225K +$219K +1,209 New
SIC
2154
Shoker Investment Counsel
Ohio
$225K – – –
PJWM
2155
Philip James Wealth Mangement
Georgia
$225K -$179K -990 -45%
EWP
2156
Elevation Wealth Partners
California
$225K +$29.7K +164 +16%
NCM
2157
Northside Capital Management
Oregon
$224K – – –
JWM
2158
JPL Wealth Management
Colorado
$224K -$4.71K -26 -2%
MCM
2159
MontVue Capital Management
Virginia
$223K – – –
CFP
2160
Cypress Financial Planning
New Jersey
$223K -$3.8K -21 -2%
WC
2161
Waterloo Capital
Texas
$222K +$216K +1,193 New
HW
2162
Hancock Whitney
Mississippi
$222K -$614K -3,390 -74%
AWP
2163
Avid Wealth Partners
Texas
$222K – – –
CWA
2164
Crux Wealth Advisors
California
$222K -$1.99K -11 -0.9%
BTIM
2165
BancFirst Trust & Investment Management
Oklahoma
$222K – – –
SRCM
2166
Signature Resources Capital Management
California
$222K – – –
TH
2167
TCTC Holdings
Texas
$221K – – –
GFL
2168
Granite FO LLC
New Hampshire
$221K – – –
CIM
2169
Cambria Investment Management
California
$221K +$215K +1,186 New
CWA
2170
Clarity Wealth Advisors
California
$220K -$36.9K -204 -15%
FFA
2171
Fragasso Financial Advisors
Pennsylvania
$220K +$213K +1,175 New
FL
2172
FreeGulliver LLC
Louisiana
$220K +$214K +1,182 New
WC
2173
Whitney & Co
New York
$220K +$724 +4 +0.3%
NWM
2174
NRI Wealth Management
California
$219K – – –
SWA
2175
ShankerValleau Wealth Advisors
Illinois
$218K – – –
85 86
87
88 89