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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Selective Wealth Management
Virginia
$573K +$4.4K +21 +0.8%
FFC
1002
Frederick Financial Consultants
Maryland
$572K – – –
Glenview Trust
1003
Glenview Trust
Kentucky
$569K -$96.3K -460 -15%
AWM
1004
Aviso Wealth Management
Washington
$569K -$10.1K -48 -2%
AF
1005
Apollon Financial
South Carolina
$566K +$31.4K +150 +6%
FIC
1006
Family Investment Center
Missouri
$566K +$1.88K +9 +0.3%
IW
1007
Integrated Wealthcare
North Carolina
$564K +$557K +2,661 New
GP
1008
Greenline Partners
New York
$563K – – –
CWM
1009
Copia Wealth Management
Oregon
$563K – – –
PWM
1010
Paulson Wealth Management
Illinois
$561K -$300K -1,434 -35%
TWP
1011
Tyche Wealth Partners
Texas
$561K -$22.2K -106 -4%
UF
1012
Univest Financial
Pennsylvania
$559K -$30.4K -145 -5%
Pinnacle Associates
1013
Pinnacle Associates
New York
$556K +$15.3K +73 +3%
KCA
1014
Kastel Capital Advisors
Massachusetts
$555K +$548K +2,619 New
GWM
1015
Gilpin Wealth Management
Colorado
$554K +$548K +2,616 New
STA
1016
Smith Thornton Advisors
Alabama
$551K – – –
TWP
1017
TFO Wealth Partners
Ohio
$551K +$3.35K +16 +0.6%
Russell Investments Group
1018
Russell Investments Group
United Kingdom
$547K +$14K +67 +3%
NWMG
1019
National Wealth Management Group
Ohio
$546K -$14.4K -69 -3%
QHA
1020
Quarry Hill Advisors
Minnesota
$544K -$7.12K -34 -1%
GWMI
1021
Guardian Wealth Management (Illinois)
Illinois
$539K +$8.17K +39 +2%
SCM
1022
SOL Capital Management
Maryland
$538K -$16.8K -80 -3%
SPC
1023
Spirepoint Private Client
Florida
$537K +$531K +2,535 New
ISB
1024
Iowa State Bank
Iowa
$536K – – –
MWM
1025
McMill Wealth Management
Nebraska
$533K +$628 +3 +0.1%