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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
826
Verity Asset Management
North Carolina
$304K +$337K +2,122 New
PWW
827
Pettyjohn Wood & White
Virginia
$304K – – –
QCG
828
Quadrant Capital Group
Ohio
$303K – – –
AIA
829
Arbor Investment Advisors
North Carolina
$303K +$8.74K +55 +3%
EWMCB
830
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$301K – – –
AWC
831
Adamsbrown Wealth Consultants
Kansas
$300K – – –
WFA
832
West Financial Advisors
Iowa
$299K -$3.18K -20 -0.9%
WFA
833
Wells Financial Advisors
Massachusetts
$296K +$159 +1 +0%
MW
834
Marcum Wealth
Ohio
$289K – – –
ECG
835
EPIQ Capital Group
California
$289K +$1.59K +10 +0.5%
DI
836
DAGCO Inc
Ohio
$288K -$35.6K -224 -10%
AI
837
Accredited Investors
Minnesota
$288K – – –
MFG
838
Magnus Financial Group
New York
$288K +$635 +4 +0.2%
AIM
839
Athena Investment Management
California
$287K – – –
BAM
840
Bosun Asset Management
Illinois
$287K – – –
CWA
841
Consilium Wealth Advisory
Texas
$287K – – –
RG
842
Rathbones Group
United Kingdom
$287K – – –
RWA
843
Redmont Wealth Advisors
Illinois
$287K – – –
Kayne Anderson Rudnick Investment Management
844
Kayne Anderson Rudnick Investment Management
California
$286K -$266K -1,676 -46%
AWM
845
Angeles Wealth Management
California
$284K – – –
DWM
846
Doyle Wealth Management
Florida
$283K +$1.43K +9 +0.5%
MA
847
Mezzasalma Advisors
New Jersey
$281K – – –
TI
848
Trexquant Investment
Connecticut
$280K +$310K +1,953 New
EWM
849
Evercore Wealth Management
New York
$279K -$108K -682 -26%
HWAM
850
Hennion & Walsh Asset Management
New Jersey
$272K -$15.4K -97 -5%