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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
701
TAP Consulting
Missouri
$756K +$3.31K +20 +0.4%
WKWM
702
Walter & Keenan Wealth Management
Indiana
$753K +$142K +859 +22%
SWM
703
Silverlake Wealth Management
Vermont
$746K +$131K +794 +20%
GIM
704
Goelzer Investment Management
Indiana
$740K
HWM
705
Hemington Wealth Management
Virginia
$738K -$23.5K -142 -3%
CT
706
Caldwell Trust
Florida
$732K +$5.13K +31 +0.7%
FA
707
Financial Alternatives
California
$731K
TMWM
708
Taylor & Morgan Wealth Management
Michigan
$729K -$49.7K -300 -6%
SLT
709
St Louis Trust
Missouri
$729K -$57.1K -345 -7%
ACM
710
Armbruster Capital Management
New York
$727K -$154K -931 -17%
AA
711
AlphaQ Advisors
Florida
$726K -$204K -1,231 -21%
TCA
712
Transcend Capital Advisors
New Jersey
$725K +$213K +1,287 +39%
BAMG
713
Brand Asset Management Group
Missouri
$724K -$662 -4 -0.1%
ODIJL
714
One Day In July LLC
Vermont
$721K +$59.6K +360 +9%
LWM
715
Lodestone Wealth Management
Washington
$720K -$1.49K -9 -0.2%
SCM
716
SOL Capital Management
Maryland
$713K +$28.1K +170 +4%
SWM
717
Soundmark Wealth Management
Washington
$710K -$42.4K -256 -5%
Allspring Global Investments
718
Allspring Global Investments
North Carolina
$708K +$41.2K +249 +6%
WFPG
719
Waller Financial Planning Group
Ohio
$707K -$266K -1,604 -26%
VCA
720
Verdence Capital Advisors
Maryland
$706K -$165K -998 -18%
AWM
721
Axxcess Wealth Management
California
$700K +$131K +789 +22%
OHWA
722
Oak Hill Wealth Advisors
Virginia
$699K +$16.6K +100 +2%
CCM
723
Canal Capital Management
Virginia
$696K -$15.7K -95 -2%
DWA
724
Dougherty Wealth Advisers
Minnesota
$675K
SPW
725
Sonoma Private Wealth
California
$673K +$354K +2,141 +102%