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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LL
851
LPWM LLC
Minnesota
$351K +$17.4K +100 +5%
KWS
852
Keystone Wealth Services
California
$350K – – –
AIM
853
Athena Investment Management
California
$350K +$347K +1,998 New
AWM
854
Angeles Wealth Management
California
$348K +$344K +1,978 New
MA
855
Mezzasalma Advisors
New Jersey
$344K – – –
CIAS
856
Capital Investment Advisory Services
North Carolina
$344K +$28.5K +164 +9%
Venture Visionary Partners
857
Venture Visionary Partners
Ohio
$342K -$17.7K -102 -5%
IIC
858
Integrated Investment Consultants
Michigan
$341K +$45K +259 +15%
AP
859
Appleton Partners
Massachusetts
$337K – – –
RTL
860
Red Tortoise LLC
Georgia
$337K +$8.35K +48 +3%
DWM
861
Doyle Wealth Management
Florida
$337K +$107K +618 +48%
RegentAtlantic Capital
862
RegentAtlantic Capital
New Jersey
$336K +$21.6K +124 +7%
PFG
863
PAX Financial Group
Texas
$336K +$62.8K +361 +23%
SC
864
Stephens Consulting
Michigan
$336K – – –
AA
865
Argent Advisors
Louisiana
$335K -$6.26K -36 -2%
Busey Bank
866
Busey Bank
Illinois
$334K – – –
LWM
867
Laidlaw Wealth Management
New York
$333K -$38.4K -221 -10%
Gradient Investments
868
Gradient Investments
Minnesota
$331K +$58.2K +335 +22%
MMHP
869
Murphy Middleton Hinkle & Parker
Georgia
$329K – – –
RWM
870
Rockwood Wealth Management
Pennsylvania
$328K +$348 +2 +0.1%
FCM
871
Fourpath Capital Management
Oklahoma
$328K -$14.3K -82 -4%
TFCP
872
Twin Focus Capital Partners
Massachusetts
$328K – – –
SB
873
Strategic Blueprint
Georgia
$327K +$52.3K +301 +19%
CAL
874
Capital Advisors Ltd
Ohio
$326K – – –
LWP
875
Lumature Wealth Partners
Georgia
$323K -$44.2K -254 -12%