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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2376
Pinnacle Wealth Management Group
Michigan
$219K – – –
BF
2377
Blankinship & Foster
California
$218K – – –
DFA
2378
Delta Financial Advisors
Louisiana
$218K +$214K +1,140 New
SAS
2379
SMI Advisory Services
Indiana
$218K -$55.1K -293 -21%
PP
2380
Pacifica Partners
Canada
$217K – – –
CWA
2381
Clarity Wealth Advisors
California
$217K -$8.46K -45 -4%
B
2382
Bellecapital
Switzerland
$217K – – –
OWM
2383
Orgel Wealth Management
Wisconsin
$217K +$214K +1,137 New
KCP
2384
Kera Capital Partners
California
$217K +$204K +1,085 New
CC
2385
Chicago Capital
Illinois
$216K -$32.2K -171 -13%
TPI
2386
Trust Point Inc
Wisconsin
$216K – – –
FPCG
2387
Forum Private Client Group
Indiana
$216K – – –
RCA
2388
Resonant Capital Advisors
Wisconsin
$215K – – –
HGWM
2389
Horst & Graben Wealth Management
Oregon
$215K – – –
AWM
2390
Aviso Wealth Management
Washington
$215K -$188 -1 -0.1%
LCS
2391
Levin Capital Strategies
New York
$215K – – –
PCM
2392
Permanent Capital Management
Illinois
$215K – – –
FAM
2393
Flaharty Asset Management
Florida
$215K – – –
JSA
2394
Jacobson & Schmitt Advisors
Wisconsin
$215K – – –
LCWM
2395
Legacy Capital Wealth Management
Texas
$214K +$210K +1,118 New
P
2396
Pandowealth
Georgia
$214K +$210K +1,118 New
VR
2397
Valued Retirements
Texas
$213K +$210K +1,116 New
TA
2398
TruWealth Advisors
Louisiana
$213K – – –
TWM
2399
Tumwater Wealth Management
Idaho
$213K -$5.64K -30 -3%
PS
2400
Pinney & Scofield
Massachusetts
$213K +$210K +1,115 New
94 95
96
97 98