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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
751
Anderson Hoagland & Co
Missouri
$545K – – –
KCM
752
Kathmere Capital Management
Pennsylvania
$545K +$73K +420 +16%
Arkadios Wealth Advisors
753
Arkadios Wealth Advisors
Georgia
$544K -$21.7K -125 -4%
IEQ Capital
754
IEQ Capital
California
$542K -$3.65K -21 -0.7%
CAM
755
Cidel Asset Management
Ontario, Canada
$538K -$60.9K -350 -10%
GWM
756
Grand Wealth Management
Michigan
$537K – – –
CWA
757
Canvas Wealth Advisors
Kansas
$536K -$87.3K -502 -14%
Meridian Wealth Management
758
Meridian Wealth Management
Kentucky
$533K +$1.04K +6 +0.2%
VWA
759
Visionary Wealth Advisors
Illinois
$532K -$1.41M -8,094 -73%
UI
760
Unconventional Investor
New Hampshire
$532K +$1.91K +11 +0.4%
RWI
761
Red Wave Investments
Pennsylvania
$532K +$31.8K +183 +6%
DWM
762
Dopkins Wealth Management
New York
$531K +$1.74K +10 +0.3%
WA
763
Wealth Alliance
New York
$531K +$37.6K +216 +8%
VCM
764
Vivaldi Capital Management
Illinois
$525K +$40.5K +233 +8%
GC
765
Gibson Capital
Pennsylvania
$517K – – –
RA
766
Resolute Advisors
California
$516K +$1.74K +10 +0.3%
BC
767
Bowman & Company
Wisconsin
$510K +$504K +2,897 New
AWM
768
Atticus Wealth Management
Florida
$506K +$85.4K +491 +21%
BFC
769
Bedel Financial Consulting
Indiana
$504K +$10.6K +61 +2%
SMA
770
Sage Mountain Advisors
Georgia
$501K -$1.92M -11,070 -80%
BWP
771
Baldwin Wealth Partners
Massachusetts
$501K – – –
TFA
772
Triad Financial Advisors
North Carolina
$500K -$244K -1,403 -33%
MFG
773
Magnus Financial Group
New York
$500K +$70.8K +407 +17%
RBFC
774
Roman Butler Fullerton & Co
Missouri
$498K +$492K +2,830 New
PTC
775
Private Trust Company
Ohio
$497K -$26.9K -155 -5%