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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
851
Essex Private Wealth Management
Massachusetts
$557K – – –
RA
852
Resolute Advisors
California
$553K – – –
AGWCA
853
Annis Gardner Whiting Capital Advisors
Florida
$553K -$7.2K -39 -1%
UI
854
Unconventional Investor
New Hampshire
$552K – – –
EB
855
Exchange Bank
California
$551K +$33.1K +179 +6%
RMA
856
Roffman Miller Associates
Pennsylvania
$550K +$16.8K +91 +3%
DWM
857
Dopkins Wealth Management
New York
$546K +$7.02K +38 +1%
AF
858
Apexium Financial
Texas
$545K +$23.1K +125 +4%
PTC
859
Private Trust Company
Ohio
$540K +$112K +604 +26%
GC
860
Gibson Capital
Pennsylvania
$540K +$9.97K +54 +2%
SOAG
861
Silver Oak Advisory Group
Oregon
$538K +$10.2K +55 +2%
IFPL
862
Investments & Financial Planning LLC
Kentucky
$534K -$185 -1 -0%
CWM
863
Collaborative Wealth Management
Florida
$533K -$165K -894 -23%
CAG
864
Crestwood Advisors Group
Massachusetts
$530K -$60K -325 -10%
JSL
865
JT Stratford LLC
Georgia
$529K +$108K +587 +25%
SPW
866
Sonoma Private Wealth
California
$525K +$4.62K +25 +0.9%
AFM
867
Abbot Financial Management
Massachusetts
$522K +$60K +325 +13%
TW
868
TrinityPoint Wealth
Connecticut
$522K – – –
CTA
869
Camelot Technology Advisors
California
$520K – – –
AHC
870
Anderson Hoagland & Co
Missouri
$519K – – –
HIP
871
HUB Investment Partners
Texas
$519K +$1.48K +8 +0.3%
PFG
872
PAX Financial Group
Texas
$512K -$47.7K -258 -8%
GGI
873
Godsey & Gibb Inc
Virginia
$510K – – –
Kovitz Investment Group Partners
874
Kovitz Investment Group Partners
Illinois
$509K +$15.3K +83 +3%
TMWM
875
Taylor & Morgan Wealth Management
Michigan
$507K -$54.9K -297 -10%