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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFC
1001
Frederick Financial Consultants
Maryland
$572K
GT
1002
Glenview Trust
Kentucky
$569K -$96.3K -460 -15%
AWM
1003
Aviso Wealth Management
Washington
$569K -$10.1K -48 -2%
AF
1004
Apollon Financial
South Carolina
$566K +$31.4K +150 +6%
FIC
1005
Family Investment Center
Missouri
$566K +$1.88K +9 +0.3%
IW
1006
Integrated Wealthcare
North Carolina
$564K +$557K +2,661 New
GP
1007
Greenline Partners
New York
$563K
CWM
1008
Copia Wealth Management
Oregon
$563K
PWM
1009
Paulson Wealth Management
Illinois
$561K -$300K -1,434 -35%
TWP
1010
Tyche Wealth Partners
Texas
$561K -$22.2K -106 -4%
UF
1011
Univest Financial
Pennsylvania
$559K -$30.4K -145 -5%
PA
1012
Pinnacle Associates
New York
$556K +$15.3K +73 +3%
KCA
1013
Kastel Capital Advisors
Massachusetts
$555K +$548K +2,619 New
GWM
1014
Gilpin Wealth Management
Colorado
$554K +$548K +2,616 New
STA
1015
Smith Thornton Advisors
Alabama
$551K
TWP
1016
TFO Wealth Partners
Ohio
$551K +$3.35K +16 +0.6%
Russell Investments Group
1017
Russell Investments Group
United Kingdom
$547K +$14K +67 +3%
NWMG
1018
National Wealth Management Group
Ohio
$546K -$14.4K -69 -3%
QHA
1019
Quarry Hill Advisors
Minnesota
$544K -$7.12K -34 -1%
GWMI
1020
Guardian Wealth Management (Illinois)
Illinois
$539K +$8.17K +39 +2%
SCM
1021
SOL Capital Management
Maryland
$538K -$16.8K -80 -3%
SPC
1022
Spirepoint Private Client
Florida
$537K +$531K +2,535 New
ISB
1023
Iowa State Bank
Iowa
$536K
MWM
1024
McMill Wealth Management
Nebraska
$533K +$628 +3 +0.1%
FNBSF
1025
First National Bank Sioux Falls
South Dakota
$532K