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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
1076
Robinson Smith Wealth Advisors
Maine
$279K +$5.17K +28 +2%
AA
1077
Argent Advisors
Louisiana
$278K
CIA
1078
Capital Investment Advisors
Georgia
$277K -$14.6K -79 -5%
SPWM
1079
Schrum Private Wealth Management
Florida
$275K
GWSG
1080
GPS Wealth Strategies Group
Colorado
$274K +$265K +1,437 +2,211%
SAM
1081
Summit Asset Management
Tennessee
$274K
FAM
1082
Formidable Asset Management
Ohio
$273K +$277K +1,498 New
HIS
1083
Horizon Investment Services
Indiana
$273K
CCFM
1084
Clear Creek Financial Management
Washington
$272K +$46.6K +252 +20%
Russell Investments Group
1085
Russell Investments Group
United Kingdom
$271K +$74.3K +402 +37%
WCWM
1086
Willow Creek Wealth Management
California
$270K
RBC
1087
Romano Brothers & Co
Illinois
$269K +$57.3K +310 +27%
LB
1088
Legacy Bridge
Iowa
$266K -$11.1K -60 -4%
MW
1089
Marcum Wealth
Ohio
$265K -$924 -5 -0.3%
TCPG
1090
Trivant Custom Portfolio Group
California
$265K
YWM
1091
Yoder Wealth Management
California
$265K
WPW
1092
Watershed Private Wealth
Illinois
$263K
IIA
1093
Integral Investment Advisors
California
$261K -$6.46K -35 -2%
LWM
1094
LJI Wealth Management
Indiana
$260K
GWANC
1095
Guardian Wealth Advisors (North Carolina)
North Carolina
$260K -$38.1K -206 -13%
PO
1096
Private Ocean
California
$259K
VPWA
1097
Vestia Personal Wealth Advisors
Indiana
$259K +$262K +1,417 New
GC
1098
Guidance Capital
Kentucky
$257K -$540K -2,923 -69%
CAM
1099
Columbia Asset Management
Michigan
$257K
TSMHT
1100
Thurston Springer Miller Herd & Titak
Indiana
$257K +$260K +1,406 New