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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
876
WhitTier Trust Company
Nevada
$271K +$10K +61 +3%
BCI
877
Brinker Capital Investments
Pennsylvania
$269K -$274K -1,670 -48%
SWRP
878
Summit Wealth & Retirement Planning
California
$266K +$39.7K +242 +16%
BB
879
Busey Bank
Illinois
$264K -$21.8K -133 -7%
CIAS
880
Capital Investment Advisory Services
North Carolina
$263K -$32.6K -199 -10%
CGA
881
Crescent Grove Advisors
Illinois
$263K
DWP
882
Destiny Wealth Partners
Florida
$262K
MWA
883
Motive Wealth Advisors
Michigan
$261K -$148K -901 -34%
WGCA
884
Wolf Group Capital Advisors
Virginia
$261K +$65.4K +399 +30%
ALWM
885
Andrews Lucia Wealth Management
California
$261K +$244K +1,485 New
BlackRock
886
BlackRock
New York
$260K +$113K +691 +67%
IIC
887
Integrated Investment Consultants
Michigan
$259K -$34.3K -209 -11%
CHA
888
Carmichael Hill & Associates
Maryland
$259K +$3.12K +19 +1%
SB
889
Strategic Blueprint
Georgia
$258K -$22K -134 -7%
MA
890
Momentum Advisors
New York
$258K +$283K +1,723 New
RC
891
RegentAtlantic Capital
New Jersey
$257K -$32.1K -196 -10%
HC
892
Hamilton Capital
Ohio
$257K +$1.31K +8 +0.5%
CWA
893
CM Wealth Advisors
Ohio
$256K +$281K +1,711 New
BZWA
894
Blue Zone Wealth Advisors
California
$255K -$103K -631 -27%
SFS
895
Summit Financial Strategies
Ohio
$255K +$2.3K +14 +0.8%
CAN
896
Claraphi Advisory Network
United States
$255K +$8.36K +51 +3%
CBN
897
Cadence Bank NA
Texas
$253K
BWM
898
Benchmark Wealth Management
Connecticut
$253K +$2.79K +17 +1%
S
899
SignatureFD
Georgia
$252K +$21.8K +133 +9%
PIA
900
Pinion Investment Advisors
Kansas
$251K -$15.6K -95 -5%