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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1151
Carnegie Investment Counsel
Ohio
$474K -$179K -770 -28%
GWM
1152
Grand Wealth Management
Michigan
$474K +$1.4K +6 +0.3%
AWAU
1153
Alliance Wealth Advisors (Utah)
Utah
$472K +$452K +1,943 New
IIWM
1154
Investment Insight Wealth Management
New York
$472K +$465 +2 +0.1%
STA
1155
Summit Trail Advisors
New York
$471K +$23.3K +100 +5%
A
1156
Argentarii
Ohio
$469K -$4.42K -19 -1%
NWMG
1157
National Wealth Management Group
Ohio
$468K -$23.5K -101 -5%
CWA
1158
CM Wealth Advisors
Ohio
$468K – – –
KCP
1159
Kera Capital Partners
California
$467K +$447K +1,923 New
HSA
1160
HBK Sorce Advisory
Pennsylvania
$466K +$10K +43 +2%
BBHC
1161
Brown Brothers Harriman & Co
New York
$465K – – –
SA
1162
Skyline Advisors
Washington
$464K – – –
WCM
1163
Winthrop Capital Management
Indiana
$464K +$233 +1 +0.1%
SW
1164
Simplicity Wealth
New Jersey
$463K +$110K +475 +33%
AGC
1165
Aspen Grove Capital
Colorado
$462K +$233 +1 +0.1%
RC
1166
Rexford Capital
Texas
$462K – – –
AIM
1167
Athena Investment Management
California
$461K -$23.3K -100 -5%
RCP
1168
Rothschild Capital Partners
New York
$461K +$149K +639 +51%
Chevy Chase Trust
1169
Chevy Chase Trust
Maryland
$461K +$441K +1,896 New
SF
1170
SeedSafe Financial
Texas
$460K – – –
QCG
1171
Quadrant Capital Group
Ohio
$459K -$17.7K -76 -4%
SWM
1172
SeaCrest Wealth Management
New York
$455K – – –
RI
1173
Ridgewood Investments
New Jersey
$452K – – –
BWL
1174
Bogart Wealth LLC
Virginia
$451K +$240K +1,030 +124%
TFCP
1175
Twin Focus Capital Partners
Massachusetts
$451K +$1.16K +5 +0.3%