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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFC
976
Frederick Financial Consultants
Maryland
$535K +$554K +2,700 New
SPW
977
Sonoma Private Wealth
California
$533K -$6.16K -30 -1%
CWA
978
Cascade Wealth Advisors
Washington
$531K -$160K -780 -23%
IA
979
Integrity Alliance
Iowa
$530K +$549K +2,675 New
AWM
980
Atticus Wealth Management
Florida
$528K +$2.46K +12 +0.5%
VCA
981
Verdence Capital Advisors
Maryland
$528K -$11.3K -55 -2%
QHA
982
Quarry Hill Advisors
Minnesota
$526K
RWI
983
Red Wave Investments
Pennsylvania
$525K
SW
984
SteelPeak Wealth
California
$523K +$152K +739 +39%
Vanguard Personalized Indexing Management
985
Vanguard Personalized Indexing Management
California
$521K +$121K +587 +29%
FIC
986
Family Investment Center
Missouri
$518K -$21.1K -103 -4%
DSA
987
Droms Strauss Advisors
Missouri
$518K -$5.54K -27 -1%
MWM
988
Modern Wealth Management
Kansas
$518K +$34.7K +169 +7%
EWP
989
Elevation Wealth Partners
California
$516K -$9.44K -46 -2%
STA
990
Smith Thornton Advisors
Alabama
$516K
MMCM
991
Murphy & Mullick Capital Management
New York
$514K +$533K +2,595 New
WMN
992
Wealth Management Nebraska
Nebraska
$510K +$528K +2,572 New
SWA
993
Sax Wealth Advisors
New Jersey
$509K +$191K +931 +57%
PFG
994
PAX Financial Group
Texas
$506K -$4.31K -21 -0.8%
PCG
995
Prosperity Consulting Group
Maryland
$505K
IAG
996
Investmark Advisory Group
Connecticut
$503K +$2.87K +14 +0.6%
SWM
997
Selective Wealth Management
Virginia
$503K +$20.5K +100 +4%
CIC
998
Carnegie Investment Counsel
Ohio
$501K -$21.8K -106 -4%
AWM
999
Ariadne Wealth Management
California
$497K +$61K +297 +14%
DW30
1000
Drucker Wealth 3.0
New Jersey
$496K -$9.24K -45 -2%