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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1151
Liberty Capital Management
Michigan
$233K -$107K -657 -34%
SCA
1152
Sage Capital Advisors
South Dakota
$230K +$979 +6 +0.5%
LPAM
1153
Lodestar Private Asset Management
California
$230K +$326 +2 +0.2%
IAIM
1154
International Assets Investment Management
Florida
$230K +$209K +1,278 New
EARNEST Partners
1155
EARNEST Partners
Georgia
$228K +$207K +1,269 New
RA
1156
Rise Advisors
New York
$227K -$9.96K -61 -5%
B
1157
BetterWealth
California
$227K +$206K +1,260 New
BWA
1158
Bordeaux Wealth Advisors
California
$226K +$205K +1,258 New
CRC
1159
Curi RMB Capital
Illinois
$224K -$23.7K -145 -10%
SVWG
1160
Shared Vision Wealth Group
United States
$224K +$203K +1,244 New
KFI
1161
Key Financial Inc
Pennsylvania
$223K
NEPWA
1162
New England Private Wealth Advisors
Massachusetts
$223K +$202K +1,237 New
CCG
1163
Coastwise Capital Group
California
$220K +$200K +1,225 New
IFO
1164
Independent Family Office
New York
$219K +$199K +1,217 New
CWR
1165
Chico Wealth RIA
California
$218K +$198K +1,214 New
SAM
1166
Smithbridge Asset Management
Pennsylvania
$218K +$198K +1,210 New
HCA
1167
Harbour Capital Advisors
Virginia
$217K +$202K +1,237 New
VBWMG
1168
Von Berge Wealth Management Group
California
$216K +$201K +1,229 New
JWM
1169
Jeppson Wealth Management
California
$216K +$196K +1,198 New
SEP
1170
Southland Equity Partners
Missouri
$215K +$195K +1,196 New
MLFP
1171
MPS Loria Financial Planners
Illinois
$215K +$195K +1,195 New
RFP
1172
Root Financial Partners
California
$215K +$195K +1,193 New
ASI
1173
Advisory Services & Investments
Oregon
$214K +$194K +1,190 New
CIA
1174
Capital Investment Advisors
Georgia
$213K +$193K +1,183 New
VVP
1175
Venture Visionary Partners
Ohio
$213K +$193K +1,183 New