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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
926
Lakewood Asset Management
Illinois
$316K +$317K +1,990 New
DI
927
DAGCO Inc
Ohio
$314K -$4.62K -29 -1%
AWM
928
Angeles Wealth Management
California
$314K
MA
929
Mezzasalma Advisors
New Jersey
$311K
HIGP
930
Hill Investment Group Partners
Missouri
$310K -$185K -1,160 -37%
WGCA
931
Wolf Group Capital Advisors
Virginia
$309K +$15.9K +100 +5%
PCH
932
PGIM Custom Harvest
New Jersey
$307K +$308K +1,934 New
AWC
933
Adamsbrown Wealth Consultants
Kansas
$306K -$26.3K -165 -8%
DWP
934
Destiny Wealth Partners
Florida
$306K +$29K +182 +10%
HWA
935
HHM Wealth Advisors
Tennessee
$304K +$297K +1,865 +3,968%
TWM
936
Thrive Wealth Management
Pennsylvania
$304K +$67.5K +424 +29%
AP
937
Appleton Partners
Massachusetts
$302K
PB
938
Pinnacle Bancorp
Nebraska
$301K +$7.17K +45 +2%
MIM
939
Marco Investment Management
Georgia
$299K
KCM
940
Kanawha Capital Management
Virginia
$298K
MMHP
941
Murphy Middleton Hinkle & Parker
Georgia
$297K
KTM
942
Keeler Thomas Management
Utah
$294K -$604K -3,794 -67%
CAL
943
Capital Advisors Ltd
Ohio
$294K
Boston Partners
944
Boston Partners
Massachusetts
$294K -$59.1K -371 -18%
TFCP
945
Twin Focus Capital Partners
Massachusetts
$294K -$1.91K -12 -0.6%
LWM
946
Laidlaw Wealth Management
New York
$293K +$159 +1 +0.1%
FWM
947
Fairhaven Wealth Management
Illinois
$292K +$58.3K +366 +25%
BCI
948
Brinker Capital Investments
Pennsylvania
$291K -$57.2K -359 -16%
AWS
949
AJ Wealth Strategies
New York
$291K +$292K +1,833 New
AWS
950
Aspen Wealth Strategies
Colorado
$290K +$290K +1,824 New