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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
951
Gilman Hill Asset Management
Connecticut
$289K
9WM
952
9258 Wealth Management
Ohio
$289K +$289K +1,818 New
WTC
953
WhitTier Trust Company
Nevada
$288K
C1AG
954
Client 1st Advisory Group
Florida
$287K
WCM
955
Weik Capital Management
Pennsylvania
$286K +$287K +1,800 New
NLP
956
Next Level Private
New York
$286K +$31.8K +200 +13%
BPFA
957
Barnes Pettey Financial Advisors
Mississippi
$286K -$4.14K -26 -1%
HWAM
958
Hennion & Walsh Asset Management
New Jersey
$284K -$17.5K -110 -6%
AIA
959
Ally Invest Advisors
North Carolina
$283K +$284K +1,783 New
SWP
960
Strategic Wealth Partners
Ohio
$283K -$86.5K -543 -23%
DE
961
Day & Ennis
Georgia
$283K +$1.43K +9 +0.5%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$281K +$28.7K +180 +11%
BB
963
Busey Bank
Illinois
$280K
WFA
964
Wells Financial Advisors
Massachusetts
$280K -$47.8K -300 -15%
CIBC Private Wealth Group
965
CIBC Private Wealth Group
Georgia
$277K -$36K -226 -4%
EDRH
966
Edmond de Rothschild Holding
Switzerland
$277K
BZWA
967
Blue Zone Wealth Advisors
California
$276K +$2.23K +14 +0.8%
RPWA
968
Regent Peak Wealth Advisors
Georgia
$275K
IIC
969
Integrated Investment Consultants
Michigan
$275K
MA
970
Momentum Advisors
New York
$273K +$318 +2 +0.1%
DI
971
DFPG Investments
Utah
$272K +$261K +1,637 New
S
972
SignatureFD
Georgia
$272K +$10.2K +64 +4%
CWA
973
CM Wealth Advisors
Ohio
$272K
1SB
974
1ST Source Bank
Indiana
$272K +$10.3K +65 +4%
MPCL
975
My Personal CFO LLC
Washington
$271K +$271K +1,705 New