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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1126
First Foundation Advisors
California
$243K – – –
CCG
1127
Coastwise Capital Group
California
$242K -$739 -4 -0.3%
SL
1128
Salomon & Ludwin
Virginia
$241K -$169K -914 -41%
CA
1129
Claris Advisors
Missouri
$240K – – –
SCM
1130
Sebold Capital Management
Illinois
$239K – – –
PCM
1131
Passive Capital Management
Maryland
$239K – – –
WCAMG
1132
Woodard & Company Asset Management Group
North Carolina
$237K -$9.24K -50 -4%
DWM
1133
Defined Wealth Management
Oregon
$237K -$739 -4 -0.3%
AA
1134
Addison Advisors
Vermont
$237K -$185 -1 -0.1%
IAIM
1135
International Assets Investment Management
Florida
$237K +$5.54K +30 +2%
GI
1136
Gradient Investments
Minnesota
$236K – – –
PAIM
1137
Punch & Associates Investment Management
Minnesota
$235K -$40.3K -218 -15%
WIM
1138
Warwick Investment Management
Texas
$234K -$15.7K -85 -6%
WAG
1139
Winthrop Advisory Group
Massachusetts
$234K -$17K -92 -7%
LCM
1140
Liberty Capital Management
Michigan
$234K +$237K +1,282 New
CCIA
1141
Cherry Creek Investment Advisors
Colorado
$232K +$235K +1,270 New
WGCA
1142
Wolf Group Capital Advisors
Virginia
$230K -$101K -549 -30%
KFI
1143
Key Financial Inc
Pennsylvania
$230K +$3.88K +21 +2%
BWL
1144
Bogart Wealth LLC
Virginia
$228K -$24.4K -132 -10%
SVWG
1145
Shared Vision Wealth Group
United States
$227K – – –
NEPWA
1146
New England Private Wealth Advisors
Massachusetts
$227K – – –
WI
1147
Wintrust Investments
Illinois
$225K +$29.9K +162 +15%
B
1148
BetterWealth
California
$225K -$6.65K -36 -3%
HCA
1149
Harbour Capital Advisors
Virginia
$223K – – –
Kayne Anderson Rudnick Investment Management
1150
Kayne Anderson Rudnick Investment Management
California
$223K -$339K -1,837 -60%