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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
851
Milestone Wealth
New York
$312K +$310K +1,742 New
KF
852
Krilogy Financial
Missouri
$309K -$9.07K -51 -3%
RPWA
853
Regent Peak Wealth Advisors
Georgia
$308K -$16.7K -94 -5%
SSWM
854
Sheets Smith Wealth Management
North Carolina
$305K -$68.8K -387 -19%
B
855
Bridgeworth
Alabama
$305K -$17.1K -96 -5%
HAS
856
HBW Advisory Services
California
$305K -$3.2K -18 -1%
HC
857
Hamilton Capital
Ohio
$305K +$356 +2 +0.1%
CCMG
858
Clark Capital Management Group
Pennsylvania
$304K +$76.5K +430 +34%
SFS
859
Summit Financial Strategies
Ohio
$302K -$33.1K -186 -10%
IIC
860
Integrated Investment Consultants
Michigan
$301K -$333K -1,871 -53%
ICG
861
InterOcean Capital Group
Tennessee
$301K +$300K +1,686 New
IA
862
IFG Advisory
Georgia
$300K -$12.8K -72 -4%
Susquehanna International Group
863
Susquehanna International Group
Pennsylvania
$298K -$6.23M -35,052 -95%
OA
864
Operose Advisors
Wisconsin
$297K +$296K +1,663 New
RC
865
Rovin Capital
Arizona
$295K -$2.13K -12 -0.7%
CHA
866
Carmichael Hill & Associates
Maryland
$294K +$27K +152 +10%
SWA
867
Sax Wealth Advisors
New Jersey
$291K -$58K -326 -17%
BIA
868
Bell Investment Advisors
California
$291K +$3.02K +17 +1%
BWA
869
BlueSky Wealth Advisors
North Carolina
$290K +$289K +1,624 New
NAS
870
Nicolet Advisory Services
Wisconsin
$288K -$7.29K -41 -2%
KFGK
871
Keystone Financial Group (Kentucky)
Kentucky
$286K -$20.6K -116 -7%
CI
872
Ceera Investments
Texas
$286K +$12.4K +70 +5%
PBF
873
Petix & Botte Financial
California
$283K -$531K -2,984 -65%
EHPM
874
Emery Howard Portfolio Management
California
$281K +$1.78K +10 +0.6%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$279K +$61K +343 +28%