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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
976
Annex Advisory Services
Wisconsin
$282K -$13.2K -84 -5%
HBW
977
Hazlett, Burt & Watson
West Virginia
$281K +$23.9K +152 +10%
BIA
978
Bell Investment Advisors
California
$280K +$5.2K +33 +2%
DCM
979
DGS Capital Management
New Jersey
$278K +$34.6K +220 +15%
TW
980
TrinityPoint Wealth
Connecticut
$278K +$3.62K +23 +1%
S
981
SignatureFD
Georgia
$278K +$18.4K +117 +7%
EWMCB
982
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$278K -$41.7K -265 -14%
SFPG
983
Stonebridge Financial Planning Group
Florida
$278K +$264K +1,680 New
WGCA
984
Wolf Group Capital Advisors
Virginia
$277K
GI
985
Gradient Investments
Minnesota
$276K +$46.1K +293 +21%
WF
986
WoodTrust Financial
Wisconsin
$275K +$25.5K +162 +11%
SIC
987
Sterling Investment Counsel
New York
$273K +$5.04K +32 +2%
RC
988
Rovin Capital
Arizona
$272K
BTI
989
Blue Trust Inc
Georgia
$272K +$203K +1,289 +307%
SYBT
990
Stock Yards Bank & Trust
Kentucky
$271K +$945 +6 +0.4%
BF
991
Blankinship & Foster
California
$268K -$8.92M -56,683 -97%
BWM
992
Benchmark Wealth Management
Connecticut
$266K
RBFC
993
Roman Butler Fullerton & Co
Missouri
$266K +$157 +1 +0.1%
MW
994
Marcum Wealth
Ohio
$266K +$27.4K +174 +12%
AWA
995
Amplius Wealth Advisors
Pennsylvania
$262K -$52.3K -332 -17%
1SB
996
1ST Source Bank
Indiana
$262K -$9.76K -62 -4%
MWM
997
Melfa Wealth Management
Massachusetts
$262K -$60.8K -386 -20%
HSBC Holdings
998
HSBC Holdings
United Kingdom
$262K
RPWA
999
Regent Peak Wealth Advisors
Georgia
$261K -$18.6K -118 -7%
HAS
1000
Holland Advisory Services
Florida
$259K -$43.1K -274 -15%