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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
276
Ropes Wealth Advisors
Massachusetts
$284K +$280K +2,700 New
WFG
277
Wills Financial Group
Virginia
$275K +$104 +1 +0%
OBWP
278
O'Brien Wealth Partners
Massachusetts
$274K +$43.1K +416 +19%
BFPW
279
BOK Financial Private Wealth
Colorado
$272K
VCM
280
Versant Capital Management
Arizona
$271K +$415 +4 +0.2%
SWP
281
Stratos Wealth Partners
Ohio
$266K -$559K -5,393 -68%
NP
282
NorthRock Partners
Minnesota
$263K
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$260K -$23.4K -226 -8%
NAMP
284
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K
NFG
285
Next Financial Group
Texas
$254K +$18.7K +180 +8%
LFA
286
Landmark Financial Advisors
Kentucky
$252K
BWM
287
Braver Wealth Management
Massachusetts
$251K +$10.3K +99 +4%
BCM
288
Brookstone Capital Management
Illinois
$251K +$247K +2,386 New
RMCM
289
Reynders McVeigh Capital Management
Massachusetts
$250K
EWM
290
Empirical Wealth Management
Washington
$249K +$245K +2,366 New
DPI
291
Diversified Portfolios Inc
Michigan
$245K
PTC
292
Private Trust Company
Ohio
$239K -$218K -2,100 -48%
SC
293
SouthState Corp
Florida
$237K -$12K -116 -5%
MHS
294
M Holdings Securities
Oregon
$236K +$4.56K +44 +2%
ISL
295
Ingalls & Snyder LLC
New York
$235K +$231K +2,230 New
CBU
296
CIBC Bank USA
Illinois
$235K +$232K +2,234 New
BWFM
297
Bridgewater Wealth & Financial Management
Maryland
$233K +$104 +1 +0%
RIA
298
Regal Investment Advisors
Michigan
$231K +$227K +2,190 New
GHAM
299
Gilman Hill Asset Management
Connecticut
$226K
RT
300
Reliance Trust
Georgia
$225K +$222K +2,137 New