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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
926
Evercore Wealth Management
New York
$316K +$7.48K +47 +2%
LAM
927
Lakewood Asset Management
Illinois
$316K +$317K +1,990 New
DI
928
DAGCO Inc
Ohio
$314K -$4.62K -29 -1%
AWM
929
Angeles Wealth Management
California
$314K – – –
MA
930
Mezzasalma Advisors
New Jersey
$311K – – –
HIGP
931
Hill Investment Group Partners
Missouri
$310K -$185K -1,160 -37%
WGCA
932
Wolf Group Capital Advisors
Virginia
$309K +$15.9K +100 +5%
PCH
933
PGIM Custom Harvest
New Jersey
$307K +$308K +1,934 New
AWC
934
Adamsbrown Wealth Consultants
Kansas
$306K -$26.3K -165 -8%
DWP
935
Destiny Wealth Partners
Florida
$306K +$29K +182 +10%
HWA
936
HHM Wealth Advisors
Tennessee
$304K +$297K +1,865 +3,968%
TWM
937
Thrive Wealth Management
Pennsylvania
$304K +$67.5K +424 +29%
AP
938
Appleton Partners
Massachusetts
$302K – – –
PB
939
Pinnacle Bancorp
Nebraska
$301K +$7.17K +45 +2%
MIM
940
Marco Investment Management
Georgia
$299K – – –
KCM
941
Kanawha Capital Management
Virginia
$298K – – –
MMHP
942
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
KTM
943
Keeler Thomas Management
Utah
$294K -$604K -3,794 -67%
CAL
944
Capital Advisors Ltd
Ohio
$294K – – –
Boston Partners
945
Boston Partners
Massachusetts
$294K -$59.1K -371 -18%
TFCP
946
Twin Focus Capital Partners
Massachusetts
$294K -$1.91K -12 -0.6%
LWM
947
Laidlaw Wealth Management
New York
$293K +$159 +1 +0.1%
FWM
948
Fairhaven Wealth Management
Illinois
$292K +$58.3K +366 +25%
BCI
949
Brinker Capital Investments
Pennsylvania
$291K -$57.2K -359 -16%
AWS
950
AJ Wealth Strategies
New York
$291K +$292K +1,833 New