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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRG
776
Nemes Rush Group
Michigan
$770K +$163 +1 +0%
ACM
777
Armbruster Capital Management
New York
$765K – – –
DWA
778
Dougherty Wealth Advisers
Minnesota
$765K – – –
Allspring Global Investments
779
Allspring Global Investments
North Carolina
$763K -$30.7K -188 -4%
1IA
780
1834 Investment Advisors
Wisconsin
$757K +$120K +735 +21%
AIM
781
Anchor Investment Management
South Carolina
$752K +$29.7K +182 +5%
MFA
782
McClarren Financial Advisors
Pennsylvania
$746K -$35.8K -219 -5%
VWA
783
Visionary Wealth Advisors
Illinois
$741K -$4.41M -27,003 -87%
Mission Wealth Management
784
Mission Wealth Management
California
$740K +$102K +622 +18%
FOA
785
Five Oceans Advisors
California
$739K -$7.51K -46 -1%
BWP
786
BSW Wealth Partners
Colorado
$737K +$91.1K +558 +16%
CWM
787
Collaborative Wealth Management
Florida
$736K -$23.5K -144 -3%
RWM
788
Raffa Wealth Management
District of Columbia
$734K -$5.22K -32 -0.8%
AWP
789
Accretive Wealth Partners
New Jersey
$730K +$19.3K +118 +3%
SWRP
790
Summit Wealth & Retirement Planning
California
$728K +$163 +1 +0%
FFS
791
Founders Financial Securities
Maryland
$727K +$252K +1,542 +62%
SWA
792
Stratos Wealth Advisors
Ohio
$723K +$64.8K +397 +11%
DBRC
793
D.B. Root & Company
Pennsylvania
$713K – – –
CJ
794
Caitlin John
Michigan
$712K +$646K +3,956 New
GIA
795
Gladstone Institutional Advisory
Florida
$712K +$59.4K +364 +10%
SWM
796
Soundmark Wealth Management
Washington
$710K +$1.14K +7 +0.2%
PPA
797
Painted Porch Advisors
California
$700K +$635K +3,888 New
AFG
798
Altiora Financial Group
Ohio
$695K +$235K +1,441 +60%
JCIA
799
Jackson Creek Investment Advisors
Colorado
$692K – – –
CGL
800
Clarius Group LLC
Washington
$690K – – –