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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Meritas Wealth Management
California
$1M +$490 +3 +0.1%
MFT
702
Moisand Fitzgerald Tamayo
Florida
$1M -$3.59K -22 -0.4%
U.S. Capital Wealth Advisors
703
U.S. Capital Wealth Advisors
Texas
$998K -$28.6K -175 -3%
BOH
704
Bank of Hawaii
Hawaii
$986K +$186K +1,138 +26%
IFWM
705
Institute for Wealth Management
Colorado
$985K +$25K +153 +3%
ATI
706
ARK & TLK Investments
Oklahoma
$982K +$891K +5,458 New
Klingman & Associates
707
Klingman & Associates
New York
$965K -$124K -758 -12%
BC
708
Bowman & Company
Wisconsin
$965K +$114K +700 +15%
RRA
709
Round Rock Advisors
Connecticut
$964K +$26.9K +165 +3%
DI
710
DFPG Investments
Utah
$963K +$42.9K +263 +5%
FNBOMD
711
First National Bank of Mount Dora
Florida
$959K -$8.98K -55 -1%
FDDB
712
Fidelity D&D Bancorp
Pennsylvania
$959K -$38.9K -238 -4%
VAG
713
Vannoy Advisory Group
Texas
$957K +$868K +5,315 New
BWM
714
BCS Wealth Management
Tennessee
$953K -$130K -798 -13%
SWM
715
Silverlake Wealth Management
Vermont
$950K +$11.9K +73 +1%
KWMG
716
King Wealth Management Group
Florida
$946K +$620K +3,795 +259%
TWP
717
Tyche Wealth Partners
Texas
$944K +$856K +5,246 New
AWA
718
Arete Wealth Advisors
Illinois
$940K +$853K +5,224 New
LWM
719
LongView Wealth Management
Georgia
$939K +$868K +5,318 New
PCA
720
Prosperity Capital Advisors
Ohio
$938K +$229K +1,404 +37%
SIA
721
Schechter Investment Advisors
Michigan
$938K -$51.3K -314 -6%
GGS
722
Galvin Gaustad & Stein
Arizona
$933K – – –
HVP
723
Hudson Value Partners
Florida
$923K +$58.9K +361 +8%
MCM
724
MidAtlantic Capital Management
Virginia
$918K +$833K +5,100 New
KCM
725
Kathmere Capital Management
Pennsylvania
$917K -$34.6K -212 -4%