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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
RKL Wealth Management
Pennsylvania
$260K -$18.2K -144 -6%
CA
477
Clearstead Advisors
Ohio
$257K -$11.9K -94 -4%
UBS AM
478
UBS AM
Illinois
$255K +$236K +1,863 +497%
WCWM
479
Willow Creek Wealth Management
California
$255K +$1.77K +14 +0.6%
BIM
480
Baldwin Investment Management
Pennsylvania
$253K – – –
SCA
481
STALEY CAPITAL ADVISERS
Pennsylvania
$252K – – –
WA
482
WP Advisors
California
$252K +$10.2K +81 +4%
RMCM
483
Reynders McVeigh Capital Management
Massachusetts
$250K -$9.36K -74 -3%
Lido Advisors
484
Lido Advisors
California
$250K +$21.3K +168 +8%
DT
485
Diversified Trust
Tennessee
$249K +$276K +2,184 New
NP
486
NorthRock Partners
Minnesota
$247K +$7.46K +59 +3%
KFA
487
Kays Financial Advisory
Georgia
$246K +$273K +2,155 New
SWM
488
Sequoia Wealth Management
Illinois
$243K +$269K +2,128 New
Franklin Resources
489
Franklin Resources
California
$242K – – –
Wealthfront Advisers
490
Wealthfront Advisers
California
$237K +$263K +2,082 New
HCA
491
Harbour Capital Advisors
Virginia
$236K +$262K +2,067 New
LWAC
492
Laurel Wealth Advisors (California)
California
$235K – – –
LC
493
LCNB Corp
Ohio
$233K -$419K -3,310 -62%
CBU
494
CIBC Bank USA
Illinois
$228K – – –
RG
495
Rathbones Group
United Kingdom
$228K – – –
TVWM
496
Tower View Wealth Management
Wisconsin
$228K +$3.16K +25 +1%
KCPG
497
Kavar Capital Partners Group
Kansas
$228K +$28.1K +222 +12%
MMHP
498
Murphy Middleton Hinkle & Parker
Georgia
$225K – – –
PFA
499
Paradigm Financial Advisors
Missouri
$224K +$6.33K +50 +3%
AL
500
Aspiriant LLC
California
$223K +$66K +522 +36%