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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HJMC
951
Hellman Jordan Management Company
Massachusetts
$210K – – –
IFO
952
Independent Family Office
New York
$208K – – –
TWM
953
Thrive Wealth Management
Pennsylvania
$207K -$7.87K -48 -3%
JAG
954
Journey Advisory Group
Kentucky
$206K +$205K +1,250 New
HSBC Holdings
955
HSBC Holdings
United Kingdom
$206K +$226K +1,376 New
VBWMG
956
Von Berge Wealth Management Group
California
$205K -$164 -1 -0.1%
RJTCONH
957
Raymond James Trust Company of New Hampshire
New Hampshire
$205K – – –
GWM
958
Gray Wealth Management
Maine
$204K – – –
GFS
959
GYL Financial Synergies
Connecticut
$203K +$3.77K +23 +2%
DCM
960
DGS Capital Management
New Jersey
$203K +$10.7K +65 +5%
GWS
961
Glassman Wealth Services
Virginia
$202K – – –
WCAMG
962
Woodard & Company Asset Management Group
North Carolina
$202K – – –
IAG
963
Investment Advisory Group
Massachusetts
$201K – – –
SPWM
964
Schrum Private Wealth Management
Florida
$201K – – –
WF
965
WoodTrust Financial
Wisconsin
$201K +$220K +1,344 New
RWM
966
Ritholtz Wealth Management
New York
$200K -$1.8K -11 -0.8%
HBW
967
Hazlett, Burt & Watson
West Virginia
$193K +$4.76K +29 +2%
FFA
968
Founders Financial Alliance
North Carolina
$193K +$127K +775 +152%
VVP
969
Venture Visionary Partners
Ohio
$192K -$109K -662 -34%
PB
970
Pinnacle Bancorp
Nebraska
$186K +$3.94K +24 +2%
KFI
971
Key Financial Inc
Pennsylvania
$184K – – –
CCM
972
Colorado Capital Management
Colorado
$179K – – –
DWMG
973
DB Wealth Management Group
California
$179K +$37.2K +227 +23%
S
974
Surevest
California
$178K +$328 +2 +0.2%
TH
975
TCTC Holdings
Texas
$174K – – –