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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Silverlake Wealth Management
Vermont
$822K +$42.8K +272 +6%
MSFS
677
Main Street Financial Solutions
Pennsylvania
$821K -$285K -1,811 -27%
OSAM
678
O'Shaughnessy Asset Management
Connecticut
$819K +$2.36K +15 +0.3%
SCA
679
STALEY CAPITAL ADVISERS
Pennsylvania
$816K
Neuberger Berman Group
680
Neuberger Berman Group
New York
$814K +$11.3K +72 +1%
PWA
681
Physician Wealth Advisors
Utah
$814K +$2.52K +16 +0.3%
AWA
682
Arkadios Wealth Advisors
Georgia
$809K -$12.6K -80 -2%
JSL
683
JT Stratford LLC
Georgia
$805K +$108K +688 +16%
CFGSD
684
Compass Financial Group (South Dakota)
South Dakota
$804K +$7.08K +45 +0.9%
WP
685
WealthSource Partners
California
$802K -$21.7K -138 -3%
MF
686
Meridian Financial
Massachusetts
$801K -$3.94K -25 -0.5%
ST
687
Smithfield Trust
Pennsylvania
$801K -$19.2K -122 -2%
AMM
688
American Money Management
California
$800K +$2.36K +15 +0.3%
SCM
689
SOL Capital Management
Maryland
$797K +$51.2K +325 +7%
PP
690
Pegasus Partners
Wisconsin
$789K
PAIM
691
Punch & Associates Investment Management
Minnesota
$786K -$155K -987 -17%
AWM
692
Atticus Wealth Management
Florida
$780K -$23.5K -149 -3%
AL
693
ACAS LLC
California
$770K +$89.9K +571 +14%
HWM
694
Hemington Wealth Management
Virginia
$768K
BC
695
Bowman & Company
Wisconsin
$767K -$105K -669 -13%
EW
696
Evoke Wealth
California
$763K +$727K +4,616 New
FA
697
Financial Alternatives
California
$762K
WKWM
698
Walter & Keenan Wealth Management
Indiana
$761K -$22.2K -141 -3%
SLT
699
St Louis Trust
Missouri
$759K
TCA
700
Transcend Capital Advisors
New Jersey
$759K +$3.46K +22 +0.5%