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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
801
CIBC World Market
Ontario, Canada
$520K +$18.1K +115 +4%
BWM
802
BigSur Wealth Management
Florida
$519K -$651K -4,137 -57%
OWA
803
Opal Wealth Advisors
New York
$517K -$50.4K -320 -9%
JCM
804
Jag Capital Management
Missouri
$516K – – –
WA
805
Wealthstream Advisors
New York
$515K +$1.1K +7 +0.2%
BFC
806
Bedel Financial Consulting
Indiana
$508K +$4.57K +29 +1%
PPW
807
Parcion Private Wealth
Washington
$502K +$2.83K +18 +0.6%
FHA
808
Flagship Harbor Advisors
Massachusetts
$500K +$36.7K +233 +8%
EPWM
809
Essex Private Wealth Management
Massachusetts
$500K – – –
UI
810
Unconventional Investor
New Hampshire
$500K – – –
FA
811
Flagstar Advisors
New York
$500K -$1.42K -9 -0.3%
PA
812
Procyon Advisors
Connecticut
$498K -$20.5K -130 -4%
LHEI
813
Leo H. Evart Inc
California
$495K -$1.57K -10 -0.3%
SOAG
814
Silver Oak Advisory Group
Oregon
$493K -$9.76K -62 -2%
RA
815
Resolute Advisors
California
$490K +$2.52K +16 +0.5%
CAM
816
Clark Asset Management
New Hampshire
$479K +$1.26K +8 +0.3%
AHC
817
Anderson Hoagland & Co
Missouri
$477K – – –
SB
818
Strategic Blueprint
Georgia
$474K +$2.36K +15 +0.5%
GC
819
Gibson Capital
Pennsylvania
$472K – – –
OPPS
820
Obsidian Personal Planning Solutions
Maryland
$470K +$120K +761 +37%
ECM
821
EMC Capital Management
Texas
$465K +$247K +1,567 +152%
SC
822
Stephens Consulting
Michigan
$464K +$231K +1,468 +110%
DWM
823
Dopkins Wealth Management
New York
$462K -$44.9K -285 -9%
CAC
824
Certified Advisory Corp
Florida
$460K -$39.2K -249 -8%
PK
825
Pflug Koory
Nebraska
$460K – – –