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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
701
Level Four Advisory Services
Texas
$1.35M +$42.7K +204 +3%
BWM
702
BKM Wealth Management
Wisconsin
$1.34M +$191K +910 +17%
1IA
703
1834 Investment Advisors
Wisconsin
$1.33M -$55.3K -264 -4%
WA
704
Wealth Alliance
New York
$1.33M -$86.9K -415 -6%
CCM
705
Condor Capital Management
New Jersey
$1.32M -$19.3K -92 -1%
RSWM
706
Robertson Stephens Wealth Management
California
$1.32M -$11.5K -55 -0.9%
CFO
707
CVA Family Office
Colorado
$1.31M -$366K -1,747 -22%
Wellington Management Group
708
Wellington Management Group
Massachusetts
$1.31M
HP
709
Holistic Planning
Texas
$1.31M +$223K +1,065 +21%
SAI
710
Savvy Advisors Inc
New York
$1.31M +$188K +896 +17%
CPW
711
Cove Private Wealth
New York
$1.31M
MWM
712
Maridea Wealth Management
New York
$1.3M +$19.9K +95 +2%
CCA
713
Cadent Capital Advisors
Oklahoma
$1.3M -$419 -2 -0%
FIG
714
FSA Investment Group
Florida
$1.3M +$1.05K +5 +0.1%
PCA
715
Prosperity Capital Advisors
Ohio
$1.3M -$132K -631 -9%
TAWM
716
Three Arch Wealth Management
California
$1.29M +$1.28M +6,092 New
Kayne Anderson Rudnick Investment Management
717
Kayne Anderson Rudnick Investment Management
California
$1.29M +$1.12M +5,343 +721%
HCM
718
Hall Capital Management
Rhode Island
$1.28M +$22K +105 +2%
CFSG
719
Community Financial Services Group
Vermont
$1.28M -$328K -1,568 -21%
EHAM
720
Eagle Harbor Asset Management
Washington
$1.27M +$628 +3 +0%
MF
721
Meridian Financial
Massachusetts
$1.27M -$25.1K -120 -2%
PSF
722
Pacific Sun Financial
California
$1.27M -$10.5K -50 -0.8%
TBT
723
Texas Bank & Trust
Texas
$1.26M +$12.1K +58 +1%
VWA
724
VSM Wealth Advisory
Maryland
$1.25M +$229K +1,095 +23%
RWM
725
Revisor Wealth Management
Ohio
$1.25M -$19.5K -93 -2%