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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
801
Visionary Wealth Advisors
Illinois
$753K -$1.35K -7 -0.2%
TC
802
TAP Consulting
Missouri
$746K +$6.92K +36 +1%
GFL
803
Granite FO LLC
New Hampshire
$746K -$192 -1 -0%
LSPW
804
Lake Street Private Wealth
Illinois
$746K +$384 +2 +0.1%
GC
805
Grimes & Company
Massachusetts
$744K +$2.12K +11 +0.3%
JSW
806
Journey Strategic Wealth
New Jersey
$742K +$710K +3,695 New
SCA
807
Snowden Capital Advisors
New York
$737K +$64.6K +336 +10%
HCP
808
Hexagon Capital Partners
Arkansas
$736K -$33.3K -173 -5%
LPP
809
Life Planning Partners
Florida
$723K -$21.1K -110 -3%
MAM
810
McLean Asset Management
Virginia
$721K +$1.92K +10 +0.3%
USCWA
811
U.S. Capital Wealth Advisors
Texas
$720K -$188K -979 -21%
APIM
812
Agate Pass Investment Management
Washington
$718K -$19.2K -100 -3%
MP
813
McDonald Partners
Ohio
$717K – – –
PHS
814
Pekin Hardy Strauss
Illinois
$714K +$185K +965 +37%
PPW
815
Parcion Private Wealth
Washington
$713K -$14.8K -77 -2%
OCM
816
Objective Capital Management
Ohio
$712K +$682K +3,547 New
CAM
817
Cozad Asset Management
Illinois
$711K +$192 +1 +0%
JSL
818
JT Stratford LLC
Georgia
$711K +$123K +642 +22%
Franklin Resources
819
Franklin Resources
California
$711K -$69.2K -360 -9%
WIC
820
Woodmont Investment Counsel
Tennessee
$710K -$125K -648 -15%
MWP
821
Madison Wealth Partners
Wisconsin
$708K +$678K +3,526 New
PWP
822
Precedent Wealth Partners
Texas
$705K -$40.8K -212 -6%
SIA
823
Soltis Investment Advisors
Utah
$703K +$673K +3,501 New
BCM
824
Becker Capital Management
Oregon
$703K +$11.7K +61 +2%
Renaissance Technologies
825
Renaissance Technologies
New York
$703K +$673K +3,500 New