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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$488K
EWP
802
Elevation Wealth Partners
California
$487K +$508K +3,069 New
BFC
803
Bedel Financial Consulting
Indiana
$483K +$4.14K +25 +0.8%
SOAG
804
Silver Oak Advisory Group
Oregon
$483K -$10.4K -63 -2%
CAC
805
Certified Advisory Corp
Florida
$481K +$48.8K +295 +11%
FA
806
Flagstar Advisors
New York
$481K -$65.6K -396 -12%
CIBC World Market
807
CIBC World Market
Ontario, Canada
$481K -$2.65K -16 -0.5%
PFG
808
PAX Financial Group
Texas
$481K +$9.6K +58 +2%
EPWM
809
Essex Private Wealth Management
Massachusetts
$480K
UI
810
Unconventional Investor
New Hampshire
$480K
PPW
811
Parcion Private Wealth
Washington
$479K -$4M -24,189 -89%
AA
812
Addison Advisors
Vermont
$479K
LHEI
813
Leo H. Evart Inc
California
$477K -$72.5K -438 -13%
RWM
814
Revisor Wealth Management
Ohio
$469K +$489K +2,956 New
D
815
Diversified
Delaware
$469K +$5.46K +33 +1%
RA
816
Resolute Advisors
California
$468K -$5.63K -34 -1%
CAM
817
Clark Asset Management
New Hampshire
$459K +$1.49K +9 +0.3%
TC
818
TownSquare Capital
Utah
$458K +$16.7K +101 +4%
AHC
819
Anderson Hoagland & Co
Missouri
$457K
BWP
820
BSW Wealth Partners
Colorado
$456K -$275K -1,659 -37%
SMA
821
Sage Mountain Advisors
Georgia
$455K +$3.48K +21 +0.7%
CAG
822
Crestwood Advisors Group
Massachusetts
$454K -$5.79K -35 -1%
SB
823
Strategic Blueprint
Georgia
$453K +$38.6K +233 +9%
GC
824
Gibson Capital
Pennsylvania
$453K
WWM
825
Western Wealth Management
Colorado
$452K -$4.63K -28 -1%