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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2176
Curio Wealth
Maryland
$218K -$7.24K -40 -3%
PMSA
2177
Patrick M. Sweeney & Associates
Illinois
$217K +$7.24K +40 +4%
RPSA
2178
Richard P. Slaughter Associates
Texas
$217K -$122K -676 -37%
MEG
2179
Millstone Evans Group
Colorado
$217K – – –
CPA
2180
Clear Point Advisors
New York
$217K +$211K +1,164 New
RWM
2181
RBA Wealth Management
California
$217K +$210K +1,161 New
WI
2182
Westbourne Investments
Virginia
$216K -$2.72K -15 -1%
FCMA
2183
Foresight Capital Management Advisors
Michigan
$216K – – –
AWMNY
2184
Arcadia Wealth Management (New York)
New York
$216K – – –
VFG
2185
Valley Financial Group
Pennsylvania
$216K -$12.5K -69 -6%
ACM
2186
Alpha Capital Management
Texas
$215K +$209K +1,152 New
CWM
2187
Cahaba Wealth Management
Georgia
$215K +$208K +1,151 New
CA
2188
Crewe Advisors
Utah
$214K -$500K -2,763 -71%
SFS
2189
Solitude Financial Services
Virginia
$214K – – –
WFA
2190
WJ Financial Advisors
Connecticut
$214K +$207K +1,145 New
PWMG
2191
Pinnacle Wealth Management Group
Michigan
$214K – – –
TWM
2192
Tumwater Wealth Management
Idaho
$214K – – –
BF
2193
Blankinship & Foster
California
$213K – – –
OPW
2194
Oxler Private Wealth
New York
$213K +$207K +1,141 New
B
2195
Bellecapital
Switzerland
$212K – – –
RCA
2196
Resonant Capital Advisors
Wisconsin
$211K – – –
AT
2197
Avalon Trust
New Mexico
$211K +$63.4K +350 +45%
PCM
2198
Permanent Capital Management
Illinois
$211K +$204K +1,125 New
PP
2199
Pacifica Partners
Canada
$211K -$13.6K -75 -6%
TPI
2200
Trust Point Inc
Wisconsin
$211K -$170K -938 -45%
86 87
88
89 90