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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWMCB
826
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$370K
MWM
827
Minot Wealth Management
Massachusetts
$370K +$23.6K +136 +7%
Qube Research & Technologies (QRT)
828
Qube Research & Technologies (QRT)
United Kingdom
$369K +$365K +2,100 New
AWC
829
Adamsbrown Wealth Consultants
Kansas
$368K +$695 +4 +0.2%
LPP
830
Life Planning Partners
Florida
$368K +$189K +1,086 +108%
DE
831
Day & Ennis
Georgia
$366K -$1.39K -8 -0.4%
ECM
832
Evergreen Capital Management
Washington
$366K +$30.3K +174 +9%
AFAS
833
Acorn Financial Advisory Services
Virginia
$366K +$35.6K +205 +11%
PA
834
Pinnacle Associates
New York
$366K +$156K +900 +76%
RA
835
RFG Advisory
Alabama
$365K -$46.8K -269 -11%
WFA
836
Wells Financial Advisors
Massachusetts
$363K -$43.5K -250 -11%
TC
837
TownSquare Capital
Utah
$363K -$4K -23 -1%
BAS
838
Brown Advisory Securities
Maryland
$360K
AIA
839
Arbor Investment Advisors
North Carolina
$360K +$2.26K +13 +0.6%
RPGK
840
Retirement Planning Group (Kansas)
Kansas
$359K +$869 +5 +0.2%
CW
841
CreativeOne Wealth
Kansas
$357K -$173K -993 -33%
MHS
842
M Holdings Securities
Oregon
$356K +$352K +2,022 New
AI
843
Accredited Investors
Minnesota
$355K +$350K +2,016 New
ORC
844
O'Rourke & Company
Massachusetts
$355K +$350K +2,016 New
BAM
845
Bosun Asset Management
Illinois
$352K
CWA
846
Consilium Wealth Advisory
Texas
$352K
RG
847
Rathbones Group
United Kingdom
$352K
RWA
848
Redmont Wealth Advisors
Illinois
$352K
ECG
849
EPIQ Capital Group
California
$351K +$1.22K +7 +0.4%
LL
850
LPWM LLC
Minnesota
$351K +$17.4K +100 +5%