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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1001
Tyler-Stone Wealth Management
Ohio
$485K -$11.1K -60 -2%
CFP
1002
Cascade Financial Partners
California
$484K -$51.5K -278 -10%
SW
1003
SteelPeak Wealth
California
$484K -$48.3K -261 -10%
PA
1004
Procyon Advisors
Connecticut
$484K +$56.1K +303 +14%
VA
1005
Valmark Advisers
Ohio
$483K -$20.4K -110 -4%
GWMI
1006
Guardian Wealth Management (Illinois)
Illinois
$481K +$2.59K +14 +0.6%
LAM
1007
Lakewood Asset Management
Illinois
$481K +$51.5K +278 +13%
PCG
1008
Prosperity Consulting Group
Maryland
$481K – – –
AWM
1009
Atticus Wealth Management
Florida
$480K – – –
KF
1010
K2 Financial
California
$480K -$34.2K -185 -7%
RWA
1011
Rooted Wealth Advisors
Illinois
$479K +$43.7K +236 +11%
PI
1012
PFG Investments
New York
$478K +$204K +1,100 +81%
LWM
1013
Lodestone Wealth Management
Washington
$477K +$22.6K +122 +5%
LWMNY
1014
Landmark Wealth Management (New York)
New York
$477K -$138K -745 -23%
SWM
1015
Seed Wealth Management
Illinois
$476K – – –
TFGT
1016
TS Financial Group (TSFG)
Illinois
$474K -$1.85K -10 -0.4%
DW30
1017
Drucker Wealth 3.0
New Jersey
$473K -$13.5K -73 -3%
SWM
1018
SeaCrest Wealth Management
New York
$472K -$599K -3,238 -57%
EP
1019
Essential Partners
California
$470K +$446K +2,412 New
RI
1020
Rinkey Investments
California
$466K – – –
TWC
1021
TD Waterhouse Canada
Ontario, Canada
$465K +$32K +173 +8%
CIAS
1022
Capital Investment Advisory Services
North Carolina
$464K -$6.48K -35 -1%
VCM
1023
Versant Capital Management
Arizona
$463K -$13K -70 -3%
OCM
1024
Orleans Capital Management
Louisiana
$463K +$439K +2,373 New
Russell Investments Group
1025
Russell Investments Group
United Kingdom
$462K +$99.6K +538 +29%