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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
776
Libra Wealth
California
$537K
GC
777
Grimes & Company
Massachusetts
$534K +$51K +308 +10%
WP
778
WMS Partners
Maryland
$531K +$7.62K +46 +1%
CW
779
Channel Wealth
California
$529K +$551K +3,330 New
ECG
780
EPIQ Capital Group
California
$525K +$3.15K +19 +0.6%
BWA
781
BDO Wealth Advisors
Florida
$524K -$75.3K -455 -12%
EWM
782
Evermay Wealth Management
Virginia
$524K -$9.6K -58 -2%
PCM
783
Pointe Capital Management
Michigan
$522K
TWP
784
TFO Wealth Partners
Ohio
$520K -$6.57M -39,704 -92%
CP
785
Camelot Portfolios
Ohio
$517K -$64.4K -389 -11%
WTA
786
Washington Trust Advisors
Massachusetts
$514K -$12.3K -74 -2%
MWM
787
Mission Wealth Management
California
$511K -$15.1K -91 -3%
RA
788
Rise Advisors
New York
$509K +$9.27K +56 +2%
RWM
789
Rockwood Wealth Management
Pennsylvania
$508K -$11.8K -71 -2%
BB
790
Busey Bank
Illinois
$507K +$236K +1,428 +81%
CB
791
Centennial Bank
Arkansas
$506K -$24.8K -150 -4%
VCM
792
Versant Capital Management
Arizona
$506K -$31K -187 -6%
SWM
793
SeaCrest Wealth Management
New York
$506K +$36.4K +220 +7%
Barclays
794
Barclays
United Kingdom
$502K -$6.97M -42,077 -93%
PA
795
Procyon Advisors
Connecticut
$498K -$16.6K -100 -3%
JCM
796
Jag Capital Management
Missouri
$496K +$14.6K +88 +3%
GT
797
Glenview Trust
Kentucky
$496K
WA
798
Wealthstream Advisors
New York
$493K +$1.16K +7 +0.2%
CFG
799
Citizens Financial Group
Rhode Island
$490K -$67.2K -406 -12%
DWM
800
Dopkins Wealth Management
New York
$489K +$2.65K +16 +0.5%