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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
976
Williams Jones Wealth Management
New York
$283K +$25.8K +164 +11%
GWANC
977
Guardian Wealth Advisors (North Carolina)
North Carolina
$282K +$96.5K +613 +56%
AAS
978
Annex Advisory Services
Wisconsin
$282K -$13.2K -84 -5%
HBW
979
Hazlett, Burt & Watson
West Virginia
$281K +$23.9K +152 +10%
BIA
980
Bell Investment Advisors
California
$280K +$5.2K +33 +2%
DCM
981
DGS Capital Management
New Jersey
$278K +$34.6K +220 +15%
TW
982
TrinityPoint Wealth
Connecticut
$278K +$3.62K +23 +1%
S
983
SignatureFD
Georgia
$278K +$18.4K +117 +7%
EWMCB
984
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$278K -$41.7K -265 -14%
SFPG
985
Stonebridge Financial Planning Group
Florida
$278K +$264K +1,680 New
WGCA
986
Wolf Group Capital Advisors
Virginia
$277K – – –
GI
987
Gradient Investments
Minnesota
$276K +$46.1K +293 +21%
WF
988
WoodTrust Financial
Wisconsin
$275K +$25.5K +162 +11%
SIC
989
Sterling Investment Counsel
New York
$273K +$5.04K +32 +2%
RC
990
Rovin Capital
Arizona
$272K – – –
BTI
991
Blue Trust Inc
Georgia
$272K +$203K +1,289 +307%
SYBT
992
Stock Yards Bank & Trust
Kentucky
$271K +$945 +6 +0.4%
BF
993
Blankinship & Foster
California
$268K -$8.92M -56,683 -97%
BWM
994
Benchmark Wealth Management
Connecticut
$266K – – –
RBFC
995
Roman Butler Fullerton & Co
Missouri
$266K +$157 +1 +0.1%
MW
996
Marcum Wealth
Ohio
$266K +$27.4K +174 +12%
AWA
997
Amplius Wealth Advisors
Pennsylvania
$262K -$52.3K -332 -17%
1SB
998
1ST Source Bank
Indiana
$262K -$9.76K -62 -4%
MWM
999
Melfa Wealth Management
Massachusetts
$262K -$60.8K -386 -20%
HSBC Holdings
1000
HSBC Holdings
United Kingdom
$262K – – –