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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
776
Armbruster Capital Management
New York
$765K
DWA
777
Dougherty Wealth Advisers
Minnesota
$765K
Allspring Global Investments
778
Allspring Global Investments
North Carolina
$763K -$30.7K -188 -4%
1IA
779
1834 Investment Advisors
Wisconsin
$757K +$120K +735 +21%
AIM
780
Anchor Investment Management
South Carolina
$752K +$29.7K +182 +5%
MFA
781
McClarren Financial Advisors
Pennsylvania
$746K -$35.8K -219 -5%
VWA
782
Visionary Wealth Advisors
Illinois
$741K -$4.41M -27,003 -87%
MWM
783
Mission Wealth Management
California
$740K +$102K +622 +18%
FOA
784
Five Oceans Advisors
California
$739K -$7.51K -46 -1%
BWP
785
BSW Wealth Partners
Colorado
$737K +$91.1K +558 +16%
CWM
786
Collaborative Wealth Management
Florida
$736K -$23.5K -144 -3%
RWM
787
Raffa Wealth Management
District of Columbia
$734K -$5.22K -32 -0.8%
AWP
788
Accretive Wealth Partners
New Jersey
$730K +$19.3K +118 +3%
SWRP
789
Summit Wealth & Retirement Planning
California
$728K +$163 +1 +0%
FFS
790
Founders Financial Securities
Maryland
$727K +$252K +1,542 +62%
SWA
791
Stratos Wealth Advisors
Ohio
$723K +$64.8K +397 +11%
DBRC
792
D.B. Root & Company
Pennsylvania
$713K
CJ
793
Caitlin John
Michigan
$712K +$646K +3,956 New
GIA
794
Gladstone Institutional Advisory
Florida
$712K +$59.4K +364 +10%
SWM
795
Soundmark Wealth Management
Washington
$710K +$1.14K +7 +0.2%
PPA
796
Painted Porch Advisors
California
$700K +$635K +3,888 New
AFG
797
Altiora Financial Group
Ohio
$695K +$235K +1,441 +60%
JCIA
798
Jackson Creek Investment Advisors
Colorado
$692K
CGL
799
Clarius Group LLC
Washington
$690K
PWP
800
Precedent Wealth Partners
Texas
$688K +$624K +3,822 New