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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
951
Ariadne Wealth Management
California
$452K -$29.8K -155 -7%
CCM
952
Cambridge Capital Management
Illinois
$452K +$433K +2,253 New
MIA
953
Milestone Investment Advisors
Wisconsin
$450K +$171K +890 +66%
SAM
954
Silvercrest Asset Management
New York
$450K +$48.4K +252 +13%
HWP
955
Hibernia Wealth Partners
Louisiana
$447K +$428K +2,224 New
RI
956
Ridgewood Investments
New Jersey
$444K -$19.6K -102 -4%
SWP
957
Summit Wealth Partners
Florida
$440K +$10K +52 +2%
MFA
958
McClarren Financial Advisors
Pennsylvania
$438K -$25K -130 -3%
Citadel Advisors
959
Citadel Advisors
Florida
$437K -$3.22M -16,741 -88%
FF
960
Financial Futures
New Jersey
$432K – – –
DP
961
Dearborn Partners
Illinois
$430K – – –
RWA
962
Rooted Wealth Advisors
Illinois
$428K -$6.15K -32 -1%
PWW
963
Pettyjohn Wood & White
Virginia
$426K – – –
KFGK
964
Keystone Financial Group (Kentucky)
Kentucky
$426K +$408K +2,120 New
IA
965
Inspire Advisors
Idaho
$424K -$18.1K -94 -4%
NAS
966
NWF Advisory Services
California
$423K -$97.3K -506 -19%
MAG
967
Mayfair Advisory Group
Alabama
$423K +$77.7K +404 +24%
OFS
968
Oldfather Financial Services
Nebraska
$421K – – –
RFP
969
Root Financial Partners
California
$420K +$402K +2,090 New
KCFA
970
Key Client Fiduciary Advisors
New Jersey
$419K -$43.4K -226 -10%
CAP
971
Columbia Advisory Partners
Washington
$418K +$401K +2,084 New
WTC
972
WhitTier Trust Company
Nevada
$418K -$32.3K -168 -7%
SAM
973
SignalPoint Asset Management
Missouri
$418K -$16.9K -88 -4%
WFA
974
West Financial Advisors
Iowa
$417K – – –
PB
975
Pinnacle Bancorp
Nebraska
$417K +$2.88K +15 +0.7%