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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
776
Schechter Investment Advisors
Michigan
$430K +$427K +2,403 New
AWM
777
Atticus Wealth Management
Florida
$426K -$889 -5 -0.2%
TFS
778
Thoroughbred Financial Services
Tennessee
$426K +$3.91K +22 +0.9%
AWM
779
Axxcess Wealth Management
California
$424K +$421K +2,368 New
ISL
780
Ingalls & Snyder LLC
New York
$421K -$49.3K -277 -11%
RA
781
RFG Advisory
Alabama
$419K +$416K +2,342 New
WFA
782
Wells Financial Advisors
Massachusetts
$414K +$99.9K +562 +32%
SIC
783
Salem Investment Counselors
North Carolina
$413K +$406K +2,285 +9,140%
OFS
784
Oldfather Financial Services
Nebraska
$412K +$178 +1 +0%
BZWA
785
Blue Zone Wealth Advisors
California
$411K +$48K +270 +13%
APP
786
Avantax Planning Partners
Iowa
$402K – – –
TDC
787
Thompson Davis & Co
Virginia
$402K +$399K +2,246 New
RIA
788
Realta Investment Advisors
Delaware
$399K -$41.8K -235 -10%
TWM
789
TriaGen Wealth Management
California
$383K -$6.94K -39 -2%
WAG
790
Winthrop Advisory Group
Massachusetts
$380K +$136K +766 +56%
BWM
791
BerganKDV Wealth Management
Minnesota
$380K +$197K +1,106 +109%
WFA
792
West Financial Advisors
Iowa
$379K +$7.11K +40 +2%
CIBC World Market
793
CIBC World Market
Ontario, Canada
$378K -$342K -1,921 -48%
QCG
794
Quadrant Capital Group
Ohio
$378K +$889 +5 +0.2%
LWM
795
Laidlaw Wealth Management
New York
$378K +$376K +2,112 New
BOH
796
Bank of Hawaii
Hawaii
$377K -$370K -2,080 -50%
SAM
797
SignalPoint Asset Management
Missouri
$377K -$7.65K -43 -2%
EWMCB
798
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$376K – – –
WWM
799
Windsor Wealth Management
Indiana
$376K +$46.2K +260 +14%
TC
800
TownSquare Capital
Utah
$374K -$293K -1,647 -44%