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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
876
Integrated Investment Consultants
Michigan
$248K – – –
D
877
Diversified
Delaware
$248K +$275K +1,730 New
BZWA
878
Blue Zone Wealth Advisors
California
$247K +$3.02K +19 +1%
MA
879
Momentum Advisors
New York
$246K -$1.43K -9 -0.5%
CWA
880
CM Wealth Advisors
Ohio
$245K – – –
SC
881
Stephens Consulting
Michigan
$244K -$38.3K -241 -12%
BWM
882
Benchmark Wealth Management
Connecticut
$242K – – –
OA
883
Operose Advisors
Wisconsin
$242K +$1.43K +9 +0.5%
AWM
884
Axxcess Wealth Management
California
$238K -$346K -2,177 -57%
NLP
885
Next Level Private
New York
$237K -$3.99M -25,115 -94%
SFS
886
Summit Financial Strategies
Ohio
$237K -$7.94K -50 -3%
PIA
887
Pinion Investment Advisors
Kansas
$237K -$3.02K -19 -1%
HIP
888
HUB Investment Partners
Texas
$237K +$263K +1,653 New
BlackRock
889
BlackRock
New York
$236K -$13.7K -86 -5%
S
890
SignatureFD
Georgia
$236K -$5.24K -33 -2%
1SB
891
1ST Source Bank
Indiana
$236K – – –
RC
892
Rovin Capital
Arizona
$236K – – –
FWA
893
FSM Wealth Advisors
Ohio
$236K +$262K +1,647 New
EC
894
Estate Counselors
Wisconsin
$235K -$10.8M -67,750 -98%
BIA
895
Bell Investment Advisors
California
$235K -$3.81K -24 -1%
BBHC
896
Brown Brothers Harriman & Co
New York
$235K -$2.7K -17 -1%
SYBT
897
Stock Yards Bank & Trust
Kentucky
$234K -$1.91K -12 -0.7%
CI
898
Ceera Investments
Texas
$233K +$7.15K +45 +3%
B
899
Bridgeworth
Alabama
$231K -$3.97K -25 -2%
CWP
900
Corepath Wealth Partners
Arizona
$231K – – –