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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Accurate Wealth Management
Florida
$663K -$13K -62 -2%
MWM
927
Modern Wealth Management
Kansas
$662K +$77.1K +368 +13%
RA
928
Resolute Advisors
California
$662K +$6.07K +29 +0.9%
AUB
929
Atlantic Union Bankshares
Virginia
$660K +$419 +2 +0.1%
UI
930
Unconventional Investor
New Hampshire
$660K +$4.4K +21 +0.7%
TCM
931
Traynor Capital Management
Pennsylvania
$659K -$69.7K -333 -10%
PIA
932
Perennial Investment Advisors
California
$657K -$180K -861 -22%
RWM
933
Rockwood Wealth Management
Pennsylvania
$657K -$12.1K -58 -2%
RF
934
RHS Financial
California
$656K -$181K -864 -22%
QCM
935
QRG Capital Management
Illinois
$656K +$169K +809 +35%
BWS
936
BCR Wealth Strategies
Alabama
$653K +$329K +1,573 +104%
PSB
937
Passumpsic Savings Bank
Vermont
$653K +$646K +3,083 New
PCM
938
Pointe Capital Management
Michigan
$651K +$48.6K +232 +8%
WF
939
WoodTrust Financial
Wisconsin
$650K +$49.6K +237 +8%
EFG
940
Elevated Financial Group
Indiana
$649K +$642K +3,064 New
DSA
941
Droms Strauss Advisors
Missouri
$646K -$50.3K -240 -7%
FHA
942
Flagship Harbor Advisors
Massachusetts
$646K -$4.61K -22 -0.7%
IAS
943
Integrity Advisory Solutions
Texas
$643K +$43.3K +207 +7%
CWA
944
Canvas Wealth Advisors
Kansas
$641K -$249K -1,188 -28%
BI
945
Beckerman Institutional
New Jersey
$640K
National Bank of Canada
946
National Bank of Canada
Quebec, Canada
$640K +$16.1K +77 +3%
AFA
947
Avant Financial Advisors
Texas
$639K
MPW
948
Magnolia Private Wealth
Pennsylvania
$639K -$21.6K -103 -3%
CWRP
949
Cassady Wealth & Retirement Planning
Nevada
$639K +$631K +3,016 New
CA
950
Calton & Associates
Florida
$638K +$128K +613 +26%