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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Ariadne Wealth Management
California
$442K
NA
1052
Nottingham Advisors
New York
$439K +$613 +3 +0.1%
FF
1053
Financial Futures
New Jersey
$438K
PWMA
1054
Pension & Wealth Management Advisors
Massachusetts
$434K -$3.48K -17 -0.8%
PWM
1055
Provident Wealth Management
Tennessee
$429K
CPP
1056
Capasso Planning Partners
South Carolina
$429K -$40.9K -200 -9%
WKWM
1057
Walter & Keenan Wealth Management
Indiana
$427K -$15.9K -78 -4%
DWP
1058
Daymark Wealth Partners
Ohio
$426K +$12.9K +63 +3%
CWS
1059
Confluence Wealth Services
Pennsylvania
$424K +$23.1K +113 +6%
Vanguard Personalized Indexing Management
1060
Vanguard Personalized Indexing Management
California
$423K -$8.59K -42 -2%
DWMS
1061
Dominguez Wealth Management Solutions
Virginia
$423K -$613 -3 -0.1%
A
1062
Argentarii
Ohio
$422K +$60.5K +296 +17%
BCA
1063
Ballentine Capital Advisors
South Carolina
$422K
SDJVC
1064
St. Denis J. Villere & Co
Louisiana
$422K
WTA
1065
Washington Trust Advisors
Massachusetts
$420K +$38.2K +187 +10%
WCM
1066
Winthrop Capital Management
Indiana
$420K
BAM
1067
Bosun Asset Management
Illinois
$417K
RG
1068
Rathbones Group
United Kingdom
$417K
AIM
1069
Athena Investment Management
California
$417K
CAAM
1070
Cornerstone Advisors Asset Management
Pennsylvania
$416K +$408K +1,995 New
LPAM
1071
Lodestar Private Asset Management
California
$416K -$204 -1 -0.1%
SAM
1072
Silvercrest Asset Management
New York
$416K -$146K -715 -26%
BWP
1073
Burling Wealth Partners
Illinois
$415K
First Trust Advisors
1074
First Trust Advisors
Illinois
$415K +$407K +1,989 New
EP
1075
Essential Partners
California
$415K -$86.7K -424 -18%