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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
251
Whitaker-Myers Wealth Managers
Ohio
$5.64M +$1.14M +6,888 +24%
EL
252
EWA LLC
Pennsylvania
$5.63M +$6.11M +36,897 New
InterOcean Capital Group
253
InterOcean Capital Group
Tennessee
$5.6M +$221K +1,336 +4%
NFW
254
Noble Family Wealth
Florida
$5.6M +$5.84M +35,258 New
FA
255
FDx Advisors
Illinois
$5.59M – – –
AllianceBernstein
256
AllianceBernstein
Tennessee
$5.59M -$210K -1,266 -3%
HWM
257
HFG Wealth Management
Texas
$5.53M +$5.77M +34,830 New
Avidian Wealth Enterprises
258
Avidian Wealth Enterprises
Texas
$5.51M +$5.74M +34,685 New
MassMutual Private Wealth & Trust
259
MassMutual Private Wealth & Trust
Connecticut
$5.49M +$96.2K +581 +2%
BI
260
Berkeley Inc
Idaho
$5.46M +$116K +699 +2%
JE
261
JMAC Enterprises
Pennsylvania
$5.4M -$93K -562 -2%
CA
262
Cornerstone Advisory
Maryland
$5.36M -$157K -950 -3%
CX Institutional
263
CX Institutional
Indiana
$5.26M +$316K +1,907 +6%
TIM
264
Tortoise Investment Management
New York
$5.16M +$6.79K +41 +0.1%
RIM
265
Rockbridge Investment Management
New York
$5.13M -$51.3K -310 -1%
Perigon Wealth Management
266
Perigon Wealth Management
California
$5.06M +$119K +719 +2%
Ashton Thomas Private Wealth
267
Ashton Thomas Private Wealth
Arizona
$5.06M +$118K +715 +2%
Cetera Advisors
268
Cetera Advisors
Colorado
$5.04M +$56.8K +343 +1%
LSA
269
Lansing Street Advisors
Pennsylvania
$5.01M +$142K +858 +3%
ACA
270
Ackerman Capital Advisors
Texas
$5M -$63.2K -382 -1%
Meridian Wealth Management
271
Meridian Wealth Management
Kentucky
$4.98M +$3.67M +22,177 +241%
WLIM
272
White Lighthouse Investment Management
Massachusetts
$4.97M +$25.7K +155 +0.5%
EP
273
Eudaimonia Partners
Tennessee
$4.94M +$189K +1,141 +4%
VAM
274
Verity Asset Management
North Carolina
$4.94M +$2.17M +13,088 +73%
CFS
275
Cannon Financial Strategists
Georgia
$4.92M -$36.1K -218 -0.7%