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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1126
Salomon & Ludwin
Virginia
$241K -$169K -914 -41%
CA
1127
Claris Advisors
Missouri
$240K
SCM
1128
Sebold Capital Management
Illinois
$239K
PCM
1129
Passive Capital Management
Maryland
$239K
WCAMG
1130
Woodard & Company Asset Management Group
North Carolina
$237K -$9.24K -50 -4%
DWM
1131
Defined Wealth Management
Oregon
$237K -$739 -4 -0.3%
AA
1132
Addison Advisors
Vermont
$237K -$185 -1 -0.1%
IAIM
1133
International Assets Investment Management
Florida
$237K +$5.54K +30 +2%
GI
1134
Gradient Investments
Minnesota
$236K
PAIM
1135
Punch & Associates Investment Management
Minnesota
$235K -$40.3K -218 -15%
WIM
1136
Warwick Investment Management
Texas
$234K -$15.7K -85 -6%
WAG
1137
Winthrop Advisory Group
Massachusetts
$234K -$17K -92 -7%
LCM
1138
Liberty Capital Management
Michigan
$234K +$237K +1,282 New
CCIA
1139
Cherry Creek Investment Advisors
Colorado
$232K +$235K +1,270 New
WGCA
1140
Wolf Group Capital Advisors
Virginia
$230K -$101K -549 -30%
KFI
1141
Key Financial Inc
Pennsylvania
$230K +$3.88K +21 +2%
BWL
1142
Bogart Wealth LLC
Virginia
$228K -$24.4K -132 -10%
SVWG
1143
Shared Vision Wealth Group
United States
$227K
NEPWA
1144
New England Private Wealth Advisors
Massachusetts
$227K
WI
1145
Wintrust Investments
Illinois
$225K +$29.9K +162 +15%
B
1146
BetterWealth
California
$225K -$6.65K -36 -3%
HCA
1147
Harbour Capital Advisors
Virginia
$223K
Kayne Anderson Rudnick Investment Management
1148
Kayne Anderson Rudnick Investment Management
California
$223K -$339K -1,837 -60%
SDWMA
1149
Schneider Downs Wealth Management Advisors
Pennsylvania
$222K
IFO
1150
Independent Family Office
New York
$222K