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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
876
Stephens Consulting
Michigan
$244K -$38.3K -241 -12%
BWM
877
Benchmark Wealth Management
Connecticut
$242K
OA
878
Operose Advisors
Wisconsin
$242K +$1.43K +9 +0.5%
AWM
879
Axxcess Wealth Management
California
$238K -$346K -2,177 -57%
NLP
880
Next Level Private
New York
$237K -$3.99M -25,115 -94%
SFS
881
Summit Financial Strategies
Ohio
$237K -$7.94K -50 -3%
PIA
882
Pinion Investment Advisors
Kansas
$237K -$3.02K -19 -1%
HIP
883
HUB Investment Partners
Texas
$237K +$263K +1,653 New
BlackRock
884
BlackRock
New York
$236K -$13.7K -86 -5%
S
885
SignatureFD
Georgia
$236K -$5.24K -33 -2%
1SB
886
1ST Source Bank
Indiana
$236K
RC
887
Rovin Capital
Arizona
$236K
FWA
888
FSM Wealth Advisors
Ohio
$236K +$262K +1,647 New
EC
889
Estate Counselors
Wisconsin
$235K -$10.8M -67,750 -98%
BIA
890
Bell Investment Advisors
California
$235K -$3.81K -24 -1%
BBHC
891
Brown Brothers Harriman & Co
New York
$235K -$2.7K -17 -1%
SYBT
892
Stock Yards Bank & Trust
Kentucky
$234K -$1.91K -12 -0.7%
CI
893
Ceera Investments
Texas
$233K +$7.15K +45 +3%
B
894
Bridgeworth
Alabama
$231K -$3.97K -25 -2%
CWP
895
Corepath Wealth Partners
Arizona
$231K
NAS
896
Nicolet Advisory Services
Wisconsin
$231K +$318 +2 +0.1%
WCAMG
897
Woodard & Company Asset Management Group
North Carolina
$231K +$41.3K +260 +19%
PFBT
898
Parkside Financial Bank & Trust
Missouri
$228K
HSBC Holdings
899
HSBC Holdings
United Kingdom
$227K +$32.7K +206 +15%
MW
900
Milestone Wealth
New York
$226K