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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
776
Walter & Keenan Wealth Management
Indiana
$797K -$85K -471 -10%
RWM
777
Raffa Wealth Management
District of Columbia
$786K +$3.43K +19 +0.5%
TCWM
778
Total Clarity Wealth Management
Illinois
$781K -$1.28M -7,085 -64%
EFG
779
Embree Financial Group
Illinois
$769K +$380K +2,106 +111%
DBRC
780
D.B. Root & Company
Pennsylvania
$763K +$2.17K +12 +0.3%
BIP
781
Brandes Investment Partners
California
$762K -$1.63M -9,009 -69%
VWA
782
Visionary Wealth Advisors
Illinois
$761K -$27.4K -152 -4%
GC
783
Guidance Capital
Kentucky
$759K +$120K +667 +19%
FHC
784
First Heartland Consultants
Missouri
$758K +$466K +2,585 +189%
KA
785
Kovack Advisors
Florida
$751K +$71.5K +396 +11%
HCP
786
Hexagon Capital Partners
Arkansas
$750K -$147K -816 -17%
SWM
787
Soundmark Wealth Management
Washington
$747K -$9.2K -51 -1%
PPA
788
Painted Porch Advisors
California
$747K +$902 +5 +0.1%
JCIA
789
Jackson Creek Investment Advisors
Colorado
$741K +$3.43K +19 +0.5%
AFG
790
Altiora Financial Group
Ohio
$741K
CGL
791
Clarius Group LLC
Washington
$736K
CWM
792
Collaborative Wealth Management
Florida
$732K -$49.1K -272 -7%
GFL
793
Granite FO LLC
New Hampshire
$729K -$180 -1 -0%
SB
794
Strategic Blueprint
Georgia
$728K +$36.6K +203 +6%
IP
795
Intellectus Partners
California
$723K +$36.1K +200 +6%
CWC
796
Carolinas Wealth Consulting
North Carolina
$722K +$2.71K +15 +0.4%
QFA
797
Quantum Financial Advisors
California
$720K
CIBC World Market
798
CIBC World Market
Ontario, Canada
$720K +$53.2K +295 +9%
AWP
799
Accretive Wealth Partners
New Jersey
$720K -$26.7K -148 -4%
TC
800
TAP Consulting
Missouri
$719K -$104K -574 -13%