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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
926
Accredited Investors
Minnesota
$321K
AWC
927
Adamsbrown Wealth Consultants
Kansas
$320K -$630 -4 -0.2%
Wealth Enhancement Advisory Services
928
Wealth Enhancement Advisory Services
Minnesota
$317K -$75.7K -481 -20%
FFA
929
First Foundation Advisors
California
$317K +$77.3K +491 +35%
HWA
930
HHM Wealth Advisors
Tennessee
$316K
MA
931
Mezzasalma Advisors
New Jersey
$316K -$7.87K -50 -3%
HB
932
Horizon Bancorp
Indiana
$315K +$300K +1,905 New
CFS
933
CGC Financial Services
Oregon
$314K +$299K +1,901 New
AP
934
Appleton Partners
Massachusetts
$314K
BAM
935
Belpointe Asset Management
Nevada
$313K -$289K -1,838 -49%
FCA
936
Fortis Capital Advisors
Kansas
$313K +$15K +95 +5%
NAS
937
Nicolet Advisory Services
Wisconsin
$312K -$66K -419 -18%
RWA
938
Rooted Wealth Advisors
Illinois
$312K +$11.8K +75 +4%
NLP
939
Next Level Private
New York
$310K +$294K +1,868 New
MMHP
940
Murphy Middleton Hinkle & Parker
Georgia
$309K
MPM
941
Meritage Portfolio Management
Kansas
$308K -$37K -235 -11%
CAL
942
Capital Advisors Ltd
Ohio
$306K
TFCP
943
Twin Focus Capital Partners
Massachusetts
$306K
LA
944
Lifeworks Advisors
Michigan
$306K +$291K +1,849 New
FWM
945
Fairhaven Wealth Management
Illinois
$305K +$291K +1,847 New
SFS
946
Summit Financial Strategies
Ohio
$305K +$21.3K +135 +8%
SW
947
SteelPeak Wealth
California
$305K +$290K +1,844 New
KCFA
948
Key Client Fiduciary Advisors
New Jersey
$304K +$15.4K +98 +6%
AWS
949
AJ Wealth Strategies
New York
$304K +$157 +1 +0.1%
WCA
950
Westover Capital Advisors
Delaware
$303K -$60.9K -387 -17%