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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
451
Ropes Wealth Advisors
Massachusetts
$308K
OIA
452
OneDigital Investment Advisors
Kansas
$307K -$183K -1,448 -35%
MA
453
Mutual Advisors
Nebraska
$306K +$34.2K +270 +11%
CPIA
454
Cornell Pochily Investment Advisors
New York
$305K +$310K +2,447 New
PWMG
455
Prestige Wealth Management Group
New Jersey
$301K +$334K +2,641 New
KA
456
Kovack Advisors
Florida
$299K +$19.5K +154 +6%
CA
457
Continuum Advisory
Idaho
$295K -$549K -4,336 -63%
IDA
458
Intelligence Driven Advisers
California
$295K +$327K +2,587 New
RF
459
RHS Financial
California
$295K +$328K +2,589 New
MWM
460
Mission Wealth Management
California
$288K
WTC
461
WhitTier Trust Company
Nevada
$288K +$29.1K +230 +10%
CAM
462
Concorde Asset Management
Michigan
$279K +$113K +895 +58%
CWS
463
Cypress Wealth Services
California
$275K -$259K -2,047 -46%
LFAS
464
Level Four Advisory Services
Texas
$274K -$92.4K -730 -23%
PJSIMP
465
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K -$6.83K -54 -2%
CHP
466
Cable Hill Partners
Oregon
$272K +$207K +1,635 +218%
ESB
467
Essex Savings Bank
Connecticut
$268K +$297K +2,350 New
HH
468
Hilltop Holdings
Texas
$262K +$291K +2,300 New
DPI
469
Diversified Portfolios Inc
Michigan
$261K +$6.96K +55 +2%
RWM
470
RKL Wealth Management
Pennsylvania
$260K -$18.2K -144 -6%
CA
471
Clearstead Advisors
Ohio
$257K -$11.9K -94 -4%
UBS AM
472
UBS AM
Illinois
$255K +$236K +1,863 +497%
WCWM
473
Willow Creek Wealth Management
California
$255K +$1.77K +14 +0.6%
BIM
474
Baldwin Investment Management
Pennsylvania
$253K
SCA
475
STALEY CAPITAL ADVISERS
Pennsylvania
$252K