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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Drucker Wealth 3.0
1001
Drucker Wealth 3.0
New Jersey
$496K -$9.24K -45 -2%
NAMNJ
1002
NorthStar Asset Management (New Jersey)
New Jersey
$493K +$24.8K +121 +5%
PAS
1003
PKS Advisory Services
New York
$491K +$509K +2,479 New
Fidelis Capital Partners
1004
Fidelis Capital Partners
Florida
$490K +$67.7K +330 +16%
MWA
1005
Medallion Wealth Advisors
Connecticut
$489K +$510K +2,486 New
Versant Capital Management
1006
Versant Capital Management
Arizona
$487K -$22.2K -108 -4%
TS Financial Group (TSFG)
1007
TS Financial Group (TSFG)
Illinois
$484K +$160K +778 +47%
SWM
1008
Seed Wealth Management
Illinois
$484K – – –
SBI Securities
1009
SBI Securities
Japan
$482K +$499K +2,433 New
FNBSF
1010
First National Bank Sioux Falls
South Dakota
$481K – – –
PWMA
1011
Pension & Wealth Management Advisors
Massachusetts
$481K -$2.87K -14 -0.6%
Nottingham Advisors
1012
Nottingham Advisors
New York
$477K +$144K +701 +41%
Round Rock Advisors
1013
Round Rock Advisors
Connecticut
$477K – – –
Harbor Investment Advisory
1014
Harbor Investment Advisory
Maryland
$477K +$87.2K +425 +21%
RI
1015
Rinkey Investments
California
$474K – – –
ECG
1016
EPIQ Capital Group
California
$470K +$2.67K +13 +0.6%
STALEY CAPITAL ADVISERS
1017
STALEY CAPITAL ADVISERS
Pennsylvania
$470K – – –
Qube Research & Technologies (QRT)
1018
Qube Research & Technologies (QRT)
United Kingdom
$466K -$93K -453 -16%
Glenview Trust
1019
Glenview Trust
Kentucky
$465K -$82.1K -400 -15%
TMWM
1020
Taylor & Morgan Wealth Management
Michigan
$465K -$14.2K -69 -3%
Salem Investment Counselors
1021
Salem Investment Counselors
North Carolina
$462K – – –
LWM
1022
Lodestone Wealth Management
Washington
$460K – – –
Dakota Wealth Management
1023
Dakota Wealth Management
Florida
$459K -$7.39K -36 -2%
Nicolet Advisory Services
1024
Nicolet Advisory Services
Wisconsin
$459K +$115K +562 +31%
CPWM
1025
Cypress Point Wealth Management
Texas
$457K +$2.67K +13 +0.6%