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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Axxcess Wealth Management
California
$424K +$421K +2,368 New
ISL
777
Ingalls & Snyder LLC
New York
$421K -$49.3K -277 -11%
RA
778
RFG Advisory
Alabama
$419K +$416K +2,342 New
WFA
779
Wells Financial Advisors
Massachusetts
$414K +$99.9K +562 +32%
SIC
780
Salem Investment Counselors
North Carolina
$413K +$406K +2,285 +9,140%
OFS
781
Oldfather Financial Services
Nebraska
$412K +$178 +1 +0%
BZWA
782
Blue Zone Wealth Advisors
California
$411K +$48K +270 +13%
APP
783
Avantax Planning Partners
Iowa
$402K
TDC
784
Thompson Davis & Co
Virginia
$402K +$399K +2,246 New
RIA
785
Realta Investment Advisors
Delaware
$399K -$41.8K -235 -10%
TWM
786
TriaGen Wealth Management
California
$383K -$6.94K -39 -2%
WAG
787
Winthrop Advisory Group
Massachusetts
$380K +$136K +766 +56%
BWM
788
BerganKDV Wealth Management
Minnesota
$380K +$197K +1,106 +109%
WFA
789
West Financial Advisors
Iowa
$379K +$7.11K +40 +2%
CIBC World Market
790
CIBC World Market
Ontario, Canada
$378K -$342K -1,921 -48%
QCG
791
Quadrant Capital Group
Ohio
$378K +$889 +5 +0.2%
LWM
792
Laidlaw Wealth Management
New York
$378K +$376K +2,112 New
BOH
793
Bank of Hawaii
Hawaii
$377K -$370K -2,080 -50%
SAM
794
SignalPoint Asset Management
Missouri
$377K -$7.65K -43 -2%
EWMCB
795
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$376K
WWM
796
Windsor Wealth Management
Indiana
$376K +$46.2K +260 +14%
TC
797
TownSquare Capital
Utah
$374K -$293K -1,647 -44%
AWC
798
Adamsbrown Wealth Consultants
Kansas
$374K +$372K +2,090 New
LWP
799
Lumature Wealth Partners
Georgia
$373K -$6.22K -35 -2%
DE
800
Day & Ennis
Georgia
$373K +$1.6K +9 +0.4%