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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMNJ
1001
NorthStar Asset Management (New Jersey)
New Jersey
$493K +$24.8K +121 +5%
PAS
1002
PKS Advisory Services
New York
$491K +$509K +2,479 New
FCP
1003
Fidelis Capital Partners
Florida
$490K +$67.7K +330 +16%
MWA
1004
Medallion Wealth Advisors
Connecticut
$489K +$510K +2,486 New
VCM
1005
Versant Capital Management
Arizona
$487K -$22.2K -108 -4%
TFGT
1006
TS Financial Group (TSFG)
Illinois
$484K +$160K +778 +47%
SWM
1007
Seed Wealth Management
Illinois
$484K
SS
1008
SBI Securities
Japan
$482K +$499K +2,433 New
FNBSF
1009
First National Bank Sioux Falls
South Dakota
$481K
PWMA
1010
Pension & Wealth Management Advisors
Massachusetts
$481K -$2.87K -14 -0.6%
NA
1011
Nottingham Advisors
New York
$477K +$144K +701 +41%
RRA
1012
Round Rock Advisors
Connecticut
$477K
HIA
1013
Harbor Investment Advisory
Maryland
$477K +$87.2K +425 +21%
RI
1014
Rinkey Investments
California
$474K
ECG
1015
EPIQ Capital Group
California
$470K +$2.67K +13 +0.6%
SCA
1016
STALEY CAPITAL ADVISERS
Pennsylvania
$470K
Qube Research & Technologies (QRT)
1017
Qube Research & Technologies (QRT)
United Kingdom
$466K -$93K -453 -16%
GT
1018
Glenview Trust
Kentucky
$465K -$82.1K -400 -15%
TMWM
1019
Taylor & Morgan Wealth Management
Michigan
$465K -$14.2K -69 -3%
SIC
1020
Salem Investment Counselors
North Carolina
$462K
LWM
1021
Lodestone Wealth Management
Washington
$460K
DWM
1022
Dakota Wealth Management
Florida
$459K -$7.39K -36 -2%
NAS
1023
Nicolet Advisory Services
Wisconsin
$459K +$115K +562 +31%
CPWM
1024
Cypress Point Wealth Management
Texas
$457K +$2.67K +13 +0.6%
GWMI
1025
Guardian Wealth Management (Illinois)
Illinois
$457K -$135K -659 -22%