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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1126
Creekmur Asset Management
Illinois
$279K +$2.31K +12 +0.9%
HAS
1127
Holland Advisory Services
Florida
$279K +$2.69K +14 +1%
FWM
1128
Fonville Wealth Management
Virginia
$279K +$384 +2 +0.1%
WAM
1129
WNY Asset Management
New York
$278K +$267K +1,387 New
LL
1130
LWMG LLC
Minnesota
$278K +$1.92K +10 +0.7%
GL
1131
Graypoint LLC
New York
$278K +$1.92K +10 +0.7%
WFA
1132
Wells Financial Advisors
Massachusetts
$278K -$2.88K -15 -1%
TA
1133
TruWealth Advisors
Louisiana
$277K – – –
Vontobel Holding
1134
Vontobel Holding
Switzerland
$276K +$265K +1,377 New
GLA
1135
Good Life Advisors
Pennsylvania
$276K -$40.4K -210 -13%
WHCI
1136
W.H. Cornerstone Investments
Massachusetts
$276K +$2.5K +13 +1%
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$276K +$264K +1,373 New
BCM
1138
BluePointe Capital Management
California
$276K – – –
RCAG
1139
Rehmann Capital Advisory Group
Michigan
$274K +$1.54K +8 +0.6%
PI
1140
PFG Investments
New York
$271K -$154K -799 -37%
SAM
1141
Smartleaf Asset Management
Massachusetts
$271K +$95K +494 +58%
LI
1142
LRI Investments
Florida
$269K +$35K +182 +16%
CA
1143
Claro Advisors
Massachusetts
$269K -$2.5K -13 -1%
FFA
1144
First Foundation Advisors
California
$267K – – –
TA
1145
TPG Advisors
Illinois
$266K +$254K +1,323 New
CA
1146
Claris Advisors
Missouri
$264K – – –
PCM
1147
Passive Capital Management
Maryland
$263K +$577 +3 +0.2%
SCM
1148
Sebold Capital Management
Illinois
$263K – – –
CCIA
1149
Cherry Creek Investment Advisors
Colorado
$262K +$6.73K +35 +3%
WCAMG
1150
Woodard & Company Asset Management Group
North Carolina
$261K – – –