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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
976
TFG Advisers
Michigan
$272K -$3.51K -21 -1%
RWA
977
Ropes Wealth Advisors
Massachusetts
$272K +$41K +245 +17%
AWA
978
Amplius Wealth Advisors
Pennsylvania
$272K +$19.7K +118 +7%
HIGP
979
Hill Investment Group Partners
Missouri
$272K -$1.17K -7 -0.4%
LL
980
LPWM LLC
Minnesota
$272K +$31.3K +187 +12%
B
981
Bridgeworth
Alabama
$270K -$8.19K -49 -3%
HBW
982
Hazlett, Burt & Watson
West Virginia
$270K +$502 +3 +0.2%
OCM
983
Objective Capital Management
Ohio
$269K +$282K +1,685 New
KDA
984
Kraft Davis & Associates
Missouri
$268K -$265K -1,587 -48%
EWMCB
985
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$267K -$502 -3 -0.2%
DCM
986
DGS Capital Management
New Jersey
$263K -$5.18K -31 -2%
RC
987
Rovin Capital
Arizona
$262K – – –
SYBT
988
Stock Yards Bank & Trust
Kentucky
$262K – – –
MCM
989
Mattern Capital Management
Colorado
$261K +$274K +1,638 New
WJWM
990
Williams Jones Wealth Management
New York
$261K -$12.7K -76 -4%
CWP
991
Corepath Wealth Partners
Arizona
$258K -$3.34K -20 -1%
BWM
992
Benchmark Wealth Management
Connecticut
$257K +$334 +2 +0.1%
FCP
993
Fidelis Capital Partners
Florida
$256K -$104K -625 -28%
QCM
994
QRG Capital Management
Illinois
$256K +$268K +1,602 New
DE
995
Day & Ennis
Georgia
$255K -$32.4K -194 -11%
CI
996
Ceera Investments
Texas
$253K -$25.1K -150 -9%
Principal Financial Group
997
Principal Financial Group
Iowa
$253K +$265K +1,587 New
1SB
998
1ST Source Bank
Indiana
$252K – – –
HSBC Holdings
999
HSBC Holdings
United Kingdom
$252K – – –
BF
1000
Blankinship & Foster
California
$251K -$7.86K -47 -3%