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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
751
Cidel Asset Management
Ontario, Canada
$538K -$60.9K -350 -10%
GWM
752
Grand Wealth Management
Michigan
$537K
CWA
753
Canvas Wealth Advisors
Kansas
$536K -$87.3K -502 -14%
MWM
754
Meridian Wealth Management
Kentucky
$533K +$1.04K +6 +0.2%
VWA
755
Visionary Wealth Advisors
Illinois
$532K -$1.41M -8,094 -73%
UI
756
Unconventional Investor
New Hampshire
$532K +$1.91K +11 +0.4%
RWI
757
Red Wave Investments
Pennsylvania
$532K +$31.8K +183 +6%
DWM
758
Dopkins Wealth Management
New York
$531K +$1.74K +10 +0.3%
WA
759
Wealth Alliance
New York
$531K +$37.6K +216 +8%
VCM
760
Vivaldi Capital Management
Illinois
$525K +$40.5K +233 +8%
GC
761
Gibson Capital
Pennsylvania
$517K
RA
762
Resolute Advisors
California
$516K +$1.74K +10 +0.3%
BC
763
Bowman & Company
Wisconsin
$510K +$504K +2,897 New
AWM
764
Atticus Wealth Management
Florida
$506K +$85.4K +491 +21%
BFC
765
Bedel Financial Consulting
Indiana
$504K +$10.6K +61 +2%
SMA
766
Sage Mountain Advisors
Georgia
$501K -$1.92M -11,070 -80%
BWP
767
Baldwin Wealth Partners
Massachusetts
$501K
TFA
768
Triad Financial Advisors
North Carolina
$500K -$244K -1,403 -33%
MFG
769
Magnus Financial Group
New York
$500K +$70.8K +407 +17%
RBFC
770
Roman Butler Fullerton & Co
Missouri
$498K +$492K +2,830 New
PTC
771
Private Trust Company
Ohio
$497K -$26.9K -155 -5%
CAM
772
Cozad Asset Management
Illinois
$492K +$235K +1,350 +93%
Fisher Asset Management
773
Fisher Asset Management
Washington
$492K +$486K +2,798 New
EPWM
774
Essex Private Wealth Management
Massachusetts
$487K
RMA
775
Roffman Miller Associates
Pennsylvania
$482K +$522 +3 +0.1%