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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
851
Bestgate Wealth Advisors
Maryland
$756K +$783K +3,814 New
SCA
852
Snowden Capital Advisors
New York
$748K +$21.1K +103 +3%
AWP
853
Accretive Wealth Partners
New Jersey
$745K -$1.44K -7 -0.2%
CJ
854
Caitlin John
Michigan
$745K
QFA
855
Quantum Financial Advisors
California
$744K
GC
856
Grimes & Company
Massachusetts
$743K +$9.44K +46 +1%
TC
857
TAP Consulting
Missouri
$743K +$6.57K +32 +0.9%
LSPW
858
Lake Street Private Wealth
Illinois
$739K +$3.49K +17 +0.5%
GFL
859
Granite FO LLC
New Hampshire
$736K
JSL
860
JT Stratford LLC
Georgia
$736K +$34.9K +170 +5%
EW
861
Elyxium Wealth
California
$731K +$351K +1,711 +87%
MPW
862
Magnolia Private Wealth
Pennsylvania
$730K +$757K +3,686 New
PWP
863
Precedent Wealth Partners
Texas
$730K +$35.3K +172 +5%
VWA
864
Visionary Wealth Advisors
Illinois
$729K -$15.6K -76 -2%
HSA
865
HBK Sorce Advisory
Pennsylvania
$726K +$98.5K +480 +15%
KWA
866
Kingswood Wealth Advisors
California
$717K -$181K -884 -20%
LPP
867
Life Planning Partners
Florida
$713K
APIM
868
Agate Pass Investment Management
Washington
$709K
KNFPWM
869
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$708K -$48.7K -237 -6%
MP
870
McDonald Partners
Ohio
$707K
AGC
871
Aspen Grove Capital
Colorado
$707K +$239K +1,166 +49%
Franklin Resources
872
Franklin Resources
California
$707K +$10.3K +50 +1%
PPW
873
Parcion Private Wealth
Washington
$704K
WC
874
Westhampton Capital
North Carolina
$702K +$127K +620 +21%
BCM
875
Becker Capital Management
Oregon
$694K