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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
726
Wealthstreet Investment Advisors
Texas
$211K +$192K +1,486 New
CAM
727
Cozad Asset Management
Illinois
$211K +$192K +1,487 New
Fisher Asset Management
728
Fisher Asset Management
Washington
$210K -$132K -1,023 -41%
HI
729
Hudock Inc
Pennsylvania
$210K +$68.5K +531 +56%
SYBT
730
Stock Yards Bank & Trust
Kentucky
$209K +$190K +1,470 New
CWP
731
Corepath Wealth Partners
Arizona
$208K +$188K +1,455 New
VWA
732
V Wealth Advisors
Kansas
$207K +$187K +1,450 New
RC
733
RegentAtlantic Capital
New Jersey
$206K -$174K -1,351 -48%
LWAC
734
Laurel Wealth Advisors (California)
California
$206K -$52.6K -408 -22%
CHA
735
Carmichael Hill & Associates
Maryland
$206K – – –
WAG
736
Winthrop Advisory Group
Massachusetts
$206K +$187K +1,451 New
AA
737
Argent Advisors
Louisiana
$206K +$429K +3,329 New
W
738
Wealthquest
Ohio
$205K +$186K +1,442 New
OPWM
739
Oakwell Private Wealth Management
Texas
$204K +$185K +1,437 New
CBN
740
Cadence Bank NA
Texas
$203K +$184K +1,426 New
CS
741
Cannell & Spears
New York
$203K +$184K +1,430 New
RCAG
742
Rehmann Capital Advisory Group
Michigan
$201K +$182K +1,413 New
CB
743
Community Bank
New York
$199K -$200K -1,550 -53%
SBSB
744
Sullivan, Bruyette, Speros & Blaney
Virginia
$197K +$179K +1,389 New
EP
745
Eudaimonia Partners
Tennessee
$195K +$140K +1,083 +373%
BAM
746
Belpointe Asset Management
Nevada
$186K -$16.5K -128 -9%
GWS
747
Glassman Wealth Services
Virginia
$186K +$2.71K +21 +2%
MLFP
748
MPS Loria Financial Planners
Illinois
$178K – – –
KFI
749
Key Financial Inc
Pennsylvania
$177K +$161K +1,248 New
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$175K +$68.6K +532 +76%