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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
1026
Next Level Private
New York
$373K -$961 -5 -0.3%
NHT
1027
New Hampshire Trust
New Hampshire
$372K
HWA
1028
HHM Wealth Advisors
Tennessee
$372K
TFCP
1029
Twin Focus Capital Partners
Massachusetts
$371K
PEA
1030
Park Edge Advisors
Ohio
$371K +$577 +3 +0.2%
S4W
1031
Solutions 4 Wealth
Texas
$370K
LPAM
1032
Lodestar Private Asset Management
California
$368K -$1.54K -8 -0.4%
CFP
1033
Cascade Financial Partners
California
$368K +$21.1K +110 +6%
BWM
1034
Benchmark Wealth Management
Connecticut
$367K +$39.8K +207 +13%
BPFA
1035
Barnes Pettey Financial Advisors
Mississippi
$365K -$2.12K -11 -0.6%
PWMAG
1036
Pinnacle Wealth Management Advisory Group
New Jersey
$365K +$27.9K +145 +9%
AP
1037
Appleton Partners
Massachusetts
$364K -$961 -5 -0.3%
C1AG
1038
Client 1st Advisory Group
Florida
$363K
AWM
1039
Accurate Wealth Management
Florida
$361K -$16.9K -88 -5%
GWSG
1040
GPS Wealth Strategies Group
Colorado
$360K +$55.9K +291 +19%
ANBT
1041
American National Bank & Trust
Texas
$360K -$1.92K -10 -0.6%
Russell Investments Group
1042
Russell Investments Group
United Kingdom
$354K +$53.8K +280 +19%
CAM
1043
Cidel Asset Management
Ontario, Canada
$353K
NAS
1044
Nicolet Advisory Services
Wisconsin
$353K -$12.5K -65 -4%
C
1045
CEDRUS
Colorado
$353K -$31.9K -166 -9%
PCH
1046
PGIM Custom Harvest
New Jersey
$352K +$29.8K +155 +10%
WCM
1047
Weik Capital Management
Pennsylvania
$351K
DWP
1048
Daymark Wealth Partners
Ohio
$350K +$70.2K +365 +26%
GWM
1049
Grand Wealth Management
Michigan
$350K
SIC
1050
Sterling Investment Counsel
New York
$350K -$577 -3 -0.2%