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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
701
Alpha Cubed Investments
California
$388K – – –
Simplex Trading
702
Simplex Trading
Illinois
$385K +$385K +2,221 New
CW
703
CreativeOne Wealth
Kansas
$381K -$19.4K -112 -5%
GIA
704
Gladstone Institutional Advisory
Florida
$380K -$520 -3 -0.1%
LWP
705
Lumature Wealth Partners
Georgia
$379K -$38K -219 -9%
WCA
706
Westover Capital Advisors
Delaware
$378K +$93.9K +542 +33%
BFM
707
Boothbay Fund Management
New York
$375K +$92K +531 +33%
TWM
708
TriaGen Wealth Management
California
$372K +$12.8K +74 +4%
CGH
709
CMG Global Holdings
Texas
$371K +$370K +2,135 New
QCG
710
Quadrant Capital Group
Ohio
$369K +$5.37K +31 +1%
LSPW
711
Lake Street Private Wealth
Illinois
$368K +$3.12K +18 +0.9%
EWMCB
712
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$365K – – –
OWP
713
Obermeyer Wealth Partners
Colorado
$365K – – –
RIA
714
Realta Investment Advisors
Delaware
$365K +$364K +2,102 New
WFA
715
West Financial Advisors
Iowa
$361K -$12K -69 -3%
RPG
716
Resource Planning Group
Georgia
$359K +$347 +2 +0.1%
MA
717
Mezzasalma Advisors
New Jersey
$356K – – –
BAS
718
Brown Advisory Securities
Maryland
$355K – – –
VVP
719
Venture Visionary Partners
Ohio
$355K +$16.3K +94 +5%
HIP
720
Harrell Investment Partners
Texas
$351K – – –
RG
721
Rathbones Group
United Kingdom
$347K – – –
BZWA
722
Blue Zone Wealth Advisors
California
$347K +$14.9K +86 +5%
MFA
723
Mayflower Financial Advisors
Massachusetts
$346K -$2.43K -14 -0.7%
CTFG
724
Capstone Triton Financial Group
Oklahoma
$346K +$346K +1,995 New
CIAS
725
Capital Investment Advisory Services
North Carolina
$344K -$18.4K -106 -5%