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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
926
Lake Point Wealth Management
Texas
$29K +$28.8K +166 New
CAM
927
Costello Asset Management
Pennsylvania
$28K
JWBC
928
John W. Brooker & Co
California
$27K
Optiver Holding
929
Optiver Holding
Netherlands
$27K +$27.4K +158 New
APC
930
Aspire Private Capital
North Carolina
$26K -$20.3K -117 -44%
WB
931
Webster Bank
Connecticut
$26K
DAM
932
Delta Asset Management
Tennessee
$25K
AWM
933
Accel Wealth Management
Iowa
$24K
HWA
934
HHM Wealth Advisors
Tennessee
$24K
AA
935
AlphaMark Advisors
Kentucky
$22K
IWP
936
IAG Wealth Partners
Wisconsin
$22K +$21.7K +125 New
HIA
937
Harbor Investment Advisory
Maryland
$21K
MAM
938
Meeder Asset Management
Ohio
$21K
FHC
939
First Horizon Corporation
Tennessee
$21K +$5.37K +31 +34%
LWA
940
Lenox Wealth Advisors
New York
$21K +$8.84K +51 +75%
GEA
941
Glen Eagle Advisors
New Jersey
$20.7K +$173 +1 +0.8%
CWP
942
Concord Wealth Partners
Virginia
$18K -$6.93K -40 -27%
DOA
943
D'Orazio & Associates
Virginia
$17K
HDIM
944
Hanson & Doremus Investment Management
Vermont
$16K -$1.39K -8 -5%
GA
945
GoalVest Advisory
New York
$16K +$15.6K +90 New
CH
946
Canton Hathaway
Rhode Island
$16K +$15.9K +92 New
LS
947
Leelyn Smith
Illinois
$15K -$520 -3 -3%
ACA
948
Aptus Capital Advisors
Alabama
$15K +$2.43K +14 +19%
KFS
949
Kelly Financial Services
Massachusetts
$15K +$443K +2,558 New
COCM
950
Charter Oak Capital Management
New Hampshire
$14K +$10.2K +59 +311%