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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWI
901
Red Wave Investments
Pennsylvania
$483K -$7.39K -40 -1%
EWP
902
Elevation Wealth Partners
California
$483K -$18.8K -102 -4%
NPFS
903
Novak & Powell Financial Services
Florida
$482K +$488K +2,641 New
TAM
904
Townsend Asset Management
North Carolina
$481K – – –
GP
905
Greenline Partners
New York
$480K – – –
AWM
906
Atticus Wealth Management
Florida
$480K -$106K -572 -18%
PCM
907
Pointe Capital Management
Michigan
$478K – – –
NAS
908
NWF Advisory Services
California
$477K +$2.22K +12 +0.5%
DW30
909
Drucker Wealth 3.0
New Jersey
$477K +$482K +2,611 New
STA
910
Smith Thornton Advisors
Alabama
$475K +$481K +2,602 New
PHS
911
Pekin Hardy Strauss
Illinois
$473K +$3.69K +20 +0.8%
VCM
912
Versant Capital Management
Arizona
$470K +$11.1K +60 +2%
LWM
913
Lodestone Wealth Management
Washington
$463K -$1.29K -7 -0.3%
SWM
914
Selective Wealth Management
Virginia
$462K – – –
IAG
915
Investmark Advisory Group
Connecticut
$460K -$185 -1 -0%
HSA
916
HBK Sorce Advisory
Pennsylvania
$453K +$75.6K +409 +20%
LFAS
917
Level Four Advisory Services
Texas
$453K -$51.2K -277 -10%
DWM
918
Dakota Wealth Management
Florida
$451K +$52.3K +283 +13%
MWM
919
Modern Wealth Management
Kansas
$449K +$454K +2,460 New
Qube Research & Technologies (QRT)
920
Qube Research & Technologies (QRT)
United Kingdom
$446K +$451K +2,442 New
SWM
921
Seed Wealth Management
Illinois
$445K – – –
PWMA
922
Pension & Wealth Management Advisors
Massachusetts
$442K – – –
AGC
923
Aspen Grove Capital
Colorado
$440K – – –
DSA
924
Droms Strauss Advisors
Missouri
$440K +$2.77K +15 +0.6%
RRA
925
Round Rock Advisors
Connecticut
$439K -$511K -2,765 -53%