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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
951
Aspen Wealth Strategies
Colorado
$290K +$290K +1,824 New
GHAM
952
Gilman Hill Asset Management
Connecticut
$289K – – –
9WM
953
9258 Wealth Management
Ohio
$289K +$289K +1,818 New
WTC
954
WhitTier Trust Company
Nevada
$288K – – –
C1AG
955
Client 1st Advisory Group
Florida
$287K – – –
WCM
956
Weik Capital Management
Pennsylvania
$286K +$287K +1,800 New
NLP
957
Next Level Private
New York
$286K +$31.8K +200 +13%
BPFA
958
Barnes Pettey Financial Advisors
Mississippi
$286K -$4.14K -26 -1%
HWAM
959
Hennion & Walsh Asset Management
New Jersey
$284K -$17.5K -110 -6%
AIA
960
Ally Invest Advisors
North Carolina
$283K +$284K +1,783 New
SWP
961
Strategic Wealth Partners
Ohio
$283K -$86.5K -543 -23%
DE
962
Day & Ennis
Georgia
$283K +$1.43K +9 +0.5%
PFBT
963
Parkside Financial Bank & Trust
Missouri
$281K +$28.7K +180 +11%
BB
964
Busey Bank
Illinois
$280K – – –
WFA
965
Wells Financial Advisors
Massachusetts
$280K -$47.8K -300 -15%
CIBC Private Wealth Group
966
CIBC Private Wealth Group
Georgia
$277K -$36K -226 -4%
EDRH
967
Edmond de Rothschild Holding
Switzerland
$277K – – –
BZWA
968
Blue Zone Wealth Advisors
California
$276K +$2.23K +14 +0.8%
RPWA
969
Regent Peak Wealth Advisors
Georgia
$275K – – –
IIC
970
Integrated Investment Consultants
Michigan
$275K – – –
MA
971
Momentum Advisors
New York
$273K +$318 +2 +0.1%
DI
972
DFPG Investments
Utah
$272K +$261K +1,637 New
S
973
SignatureFD
Georgia
$272K +$10.2K +64 +4%
CWA
974
CM Wealth Advisors
Ohio
$272K – – –
1SB
975
1ST Source Bank
Indiana
$272K +$10.3K +65 +4%