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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
901
Nicolet Advisory Services
Wisconsin
$231K +$318 +2 +0.1%
WCAMG
902
Woodard & Company Asset Management Group
North Carolina
$231K +$41.3K +260 +19%
PFBT
903
Parkside Financial Bank & Trust
Missouri
$228K – – –
HSBC Holdings
904
HSBC Holdings
United Kingdom
$227K +$32.7K +206 +15%
MW
905
Milestone Wealth
New York
$226K – – –
FA
906
Fortis Advisors
Pennsylvania
$223K +$1.43K +9 +0.6%
GLA
907
Good Life Advisors
Pennsylvania
$223K +$247K +1,558 New
TSWM
908
Tyler-Stone Wealth Management
Ohio
$221K -$4.61K -29 -2%
HVP
909
Hudson Value Partners
Florida
$220K -$4.76K -30 -2%
FA
910
Fiducient Advisors
Illinois
$218K -$484K -3,049 -67%
WAG
911
Winthrop Advisory Group
Massachusetts
$218K +$1.11K +7 +0.5%
TA
912
TFG Advisers
Michigan
$218K +$1.75K +11 +0.7%
KFI
913
Key Financial Inc
Pennsylvania
$217K +$47.5K +299 +25%
SPWM
914
Schrum Private Wealth Management
Florida
$216K +$25.4K +160 +12%
CHA
915
Carmichael Hill & Associates
Maryland
$215K -$37.2K -234 -14%
AA
916
Argent Advisors
Louisiana
$215K – – –
SAM
917
Summit Asset Management
Tennessee
$215K – – –
LWP
918
Lumature Wealth Partners
Georgia
$214K -$23.5K -148 -9%
SCM
919
Shelton Capital Management
Colorado
$214K – – –
SFG
920
StrategIQ Financial Group
Indiana
$214K – – –
TWM
921
Thrive Wealth Management
Pennsylvania
$213K +$17.2K +108 +8%
PG
922
Proffitt & Goodson
Tennessee
$212K – – –
FWM
923
Fairhaven Wealth Management
Illinois
$211K +$1.11K +7 +0.5%
WHCI
924
W.H. Cornerstone Investments
Massachusetts
$210K +$225K +1,419 New
FMWA
925
Forvis Mazars Wealth Advisors
Missouri
$208K -$2.7K -17 -1%