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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Silverlake Wealth Management
Vermont
$620K +$31.8K +200 +5%
GWS
752
Glassman Wealth Services
Virginia
$617K +$404K +2,540 +188%
WKWM
753
Walter & Keenan Wealth Management
Indiana
$617K -$188K -1,178 -23%
LCM
754
Leisure Capital Management
California
$614K +$616K +3,868 New
CGL
755
Clarius Group LLC
Washington
$609K – – –
SCA
756
Snowden Capital Advisors
New York
$606K -$134K -840 -18%
IA
757
IFG Advisors
Missouri
$603K +$318 +2 +0.1%
Bleakley Financial Group
758
Bleakley Financial Group
New Jersey
$603K +$605K +3,800 New
CHC
759
City Holding Co
West Virginia
$600K -$7.17K -45 -1%
MAM
760
McLean Asset Management
Virginia
$599K +$4.14K +26 +0.7%
LFA
761
Landmark Financial Advisors
Kentucky
$598K -$7.96K -50 -1%
CPP
762
Capasso Planning Partners
South Carolina
$598K -$26.6K -167 -4%
BWA
763
BDO Wealth Advisors
Florida
$596K – – –
Qube Research & Technologies (QRT)
764
Qube Research & Technologies (QRT)
United Kingdom
$596K +$597K +3,750 New
LSPW
765
Lake Street Private Wealth
Illinois
$594K +$159 +1 +0%
AIM
766
Alhambra Investment Management
Florida
$592K +$594K +3,731 New
VW
767
Vance Wealth
California
$588K +$590K +3,703 New
CWC
768
Carolinas Wealth Consulting
North Carolina
$584K +$3.18K +20 +0.5%
CP
769
Camelot Portfolios
Ohio
$579K +$55.1K +346 +10%
Axxcess Wealth Management
770
Axxcess Wealth Management
California
$575K +$312K +1,961 +118%
GIA
771
Gladstone Institutional Advisory
Florida
$572K -$15.9K -100 -3%
Principal Financial Group
772
Principal Financial Group
Iowa
$564K +$566K +3,554 New
WA
773
Wealth Alliance
New York
$561K +$9.39K +59 +2%
IAS
774
Insigneo Advisory Services
Florida
$560K +$562K +3,528 New
Citizens Financial Group
775
Citizens Financial Group
Rhode Island
$555K +$15K +94 +3%