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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Aevitas Wealth Management
Massachusetts
$746K -$30.6K -192 -4%
GIM
702
Goelzer Investment Management
Indiana
$740K +$88.4K +555 +14%
ACP
703
Aveo Capital Partners
Colorado
$737K -$150K -941 -17%
FA
704
Financial Alternatives
California
$731K +$733K +4,606 New
LWAC
705
Laurel Wealth Advisors (California)
California
$730K +$378K +2,372 +107%
CSIA
706
Conrad Siegel Investment Advisors
Pennsylvania
$729K -$35.2K -221 -5%
AT
707
American Trust
Kentucky
$728K +$52.5K +330 +8%
CT
708
Caldwell Trust
Florida
$727K +$37.7K +237 +5%
BAMG
709
Brand Asset Management Group
Missouri
$725K +$17.4K +109 +2%
LWM
710
Lodestone Wealth Management
Washington
$722K +$724K +4,545 New
BWP
711
BSW Wealth Partners
Colorado
$720K -$276K -1,735 -28%
Renaissance Technologies
712
Renaissance Technologies
New York
$715K +$111K +700 +18%
CCM
713
Canal Capital Management
Virginia
$711K +$15.1K +95 +2%
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$705K +$176K +1,104 +33%
MHS
715
M Holdings Securities
Oregon
$703K +$404K +2,538 +134%
LF
716
Lantz Financial
Illinois
$703K +$194K +1,221 +38%
AWA
717
Arkadios Wealth Advisors
Georgia
$701K +$20.7K +130 +3%
NFP
718
Narus Financial Partners
Utah
$699K +$135K +849 +24%
WH
719
Willner & Heller
California
$698K -$5.09K -32 -0.7%
KA
720
Kovack Advisors
Florida
$695K -$57K -358 -8%
Vanguard Personalized Indexing Management
721
Vanguard Personalized Indexing Management
California
$691K +$122K +767 +21%
RA
722
RFG Advisory
Alabama
$687K -$140K -880 -18%
SCM
723
SOL Capital Management
Maryland
$686K +$133K +833 +24%
RTL
724
Red Tortoise LLC
Georgia
$685K +$687K +4,314 New
OHWA
725
Oak Hill Wealth Advisors
Virginia
$683K +$685K +4,300 New