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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
876
Compass Capital Corp
Massachusetts
$713K +$48.3K +236 +7%
MWP
877
Madison Wealth Partners
Wisconsin
$711K +$2.86K +14 +0.4%
OHWA
878
Oak Hill Wealth Advisors
Virginia
$710K
PPW
879
Parcion Private Wealth
Washington
$709K -$61.3K -300 -8%
MP
880
McDonald Partners
Ohio
$706K -$4.29K -21 -0.6%
Boston Partners
881
Boston Partners
Massachusetts
$702K +$685K +3,351 New
YWM
882
Yukon Wealth Management
Kansas
$696K
AC
883
Avant Capital
Louisiana
$695K +$681K +3,330 New
BTWM
884
Brass Tax Wealth Management
Ohio
$694K +$13.5K +66 +2%
NPFS
885
Novak & Powell Financial Services
Florida
$693K +$679K +3,322 New
MWA
886
Medallion Wealth Advisors
Connecticut
$691K +$43.6K +213 +7%
BFC
887
Bedel Financial Consulting
Indiana
$690K +$3.07K +15 +0.5%
ECM
888
Evergreen Capital Management
Washington
$688K
DSA
889
Droms Strauss Advisors
Missouri
$686K -$40.5K -198 -6%
DWP
890
Destiny Wealth Partners
Florida
$685K +$18K +88 +3%
AFM
891
Abbot Financial Management
Massachusetts
$681K
GA
892
Greenspring Advisors
Maryland
$673K +$659K +3,225 New
AWP
893
Astra Wealth Partners
New Jersey
$669K
CAG
894
Crestwood Advisors Group
Massachusetts
$663K
WWM
895
Western Wealth Management
Colorado
$661K +$4.5K +22 +0.7%
RWM
896
Rockwood Wealth Management
Pennsylvania
$659K
GT
897
Glenview Trust
Kentucky
$657K -$23.7K -116 -4%
USCWA
898
U.S. Capital Wealth Advisors
Texas
$654K -$175K -855 -21%
MPW
899
Magnolia Private Wealth
Pennsylvania
$651K -$71.8K -351 -10%
AUB
900
Atlantic Union Bankshares
Virginia
$650K +$482K +2,356 +310%