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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1076
Westmount Partners
California
$297K +$41.3K +229 +17%
BF
1077
Blankinship & Foster
California
$297K -$4.87K -27 -2%
GJWM
1078
Gilliland Jeter Wealth Management
Arkansas
$295K – – –
Fisher Asset Management
1079
Fisher Asset Management
Washington
$293K -$212K -1,176 -43%
AA
1080
Argent Advisors
Louisiana
$293K – – –
LB
1081
Legacy Bridge
Iowa
$291K – – –
QCM
1082
QRG Capital Management
Illinois
$289K -$54.9K -304 -17%
SPWM
1083
Schrum Private Wealth Management
Florida
$289K – – –
PAIM
1084
Punch & Associates Investment Management
Minnesota
$288K -$1.46M -8,104 -84%
SAM
1085
Summit Asset Management
Tennessee
$288K – – –
RSWA
1086
Robinson Smith Wealth Advisors
Maine
$288K +$180 +1 +0.1%
HIS
1087
Horizon Investment Services
Indiana
$287K – – –
PWMAG
1088
Pinnacle Wealth Management Advisory Group
New Jersey
$287K -$8.12K -45 -3%
WCWM
1089
Willow Creek Wealth Management
California
$284K – – –
SCA
1090
Sage Capital Advisors
South Dakota
$282K +$34.5K +191 +15%
C
1091
CEDRUS
Colorado
$281K -$6.13K -34 -2%
CT
1092
Colonial Trust
South Carolina
$281K – – –
IIA
1093
Integral Investment Advisors
California
$281K +$265K +1,470 New
MW
1094
Marcum Wealth
Ohio
$280K -$12.1K -67 -4%
TCPG
1095
Trivant Custom Portfolio Group
California
$278K – – –
YWM
1096
Yoder Wealth Management
California
$278K – – –
WPW
1097
Watershed Private Wealth
Illinois
$277K -$59.4K -329 -19%
LL
1098
LWMG LLC
Minnesota
$274K -$55.6K -308 -18%
LWM
1099
LJI Wealth Management
Indiana
$274K +$15.5K +86 +6%
PO
1100
Private Ocean
California
$272K – – –