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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
1051
Evensky & Katz
Florida
$314K +$18.8K +104 +7%
HWA
1052
HHM Wealth Advisors
Tennessee
$313K
GWANC
1053
Guardian Wealth Advisors (North Carolina)
North Carolina
$313K -$96.2K -533 -25%
JWM
1054
JPL Wealth Management
Colorado
$312K +$294K +1,627 New
LAM
1055
Lakewood Asset Management
Illinois
$312K +$3.43K +19 +1%
UL
1056
Unionview LLC
Washington
$311K +$90.9K +504 +45%
BWM
1057
Benchmark Wealth Management
Connecticut
$311K +$541 +3 +0.2%
AWA
1058
Amplius Wealth Advisors
Pennsylvania
$310K -$5.59K -31 -2%
MA
1059
Mezzasalma Advisors
New Jersey
$310K -$52.7K -292 -15%
VFA
1060
Voya Financial Advisors
Connecticut
$308K -$15.9K -88 -5%
RPWA
1061
Regent Peak Wealth Advisors
Georgia
$307K +$30.3K +168 +12%
AQR Capital Management
1062
AQR Capital Management
Connecticut
$306K +$52.3K +290 +22%
CASC
1063
Coppell Advisory Solutions Corp
Texas
$306K +$288K +1,596 New
CIA
1064
Capital Investment Advisors
Georgia
$306K +$74.2K +411 +35%
CI
1065
Ceera Investments
Texas
$305K
PCG
1066
Prosperity Consulting Group
Maryland
$304K +$286K +1,586 New
RC
1067
Rovin Capital
Arizona
$304K +$1.99K +11 +0.7%
1SB
1068
1ST Source Bank
Indiana
$304K
HNWAG
1069
High Net Worth Advisory Group
Florida
$302K +$284K +1,574 New
AWM
1070
Accel Wealth Management
Iowa
$302K
CFP
1071
Cascade Financial Partners
California
$301K +$299K +1,656 New
GLA
1072
Good Life Advisors
Pennsylvania
$300K -$188K -1,044 -40%
WGCA
1073
Wolf Group Capital Advisors
Virginia
$299K
WJA
1074
Willis Johnson & Associates
Texas
$298K +$4.15K +23 +2%
S
1075
SignatureFD
Georgia
$298K +$45.8K +254 +20%