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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1151
CGC Financial Services
Oregon
$390K
S4W
1152
Solutions 4 Wealth
Texas
$390K
ONSWM
1153
Old North State Wealth Management
North Carolina
$389K +$3.14K +15 +0.8%
EWM
1154
Evercore Wealth Management
New York
$387K +$24.1K +115 +7%
GAG
1155
GM Advisory Group
New York
$387K +$76.6K +366 +25%
CLA
1156
Carnegie Lake Advisors
New Jersey
$387K
HWA
1157
HHM Wealth Advisors
Tennessee
$386K +$628 +3 +0.2%
TP
1158
Thayer Partners
Pennsylvania
$385K +$380K +1,817 New
NLP
1159
Next Level Private
New York
$384K +$1.68K +8 +0.4%
GCM
1160
Gambit Capital Management
Tennessee
$380K +$376K +1,795 New
CAL
1161
Capital Advisors Ltd
Ohio
$379K
CA
1162
CoreCap Advisors
Michigan
$379K -$21.8K -104 -5%
UFA
1163
Uptown Financial Advisors
Texas
$379K
CWA
1164
Crusonia Wealth Advisors
Colorado
$378K +$374K +1,784 New
MAM
1165
MWA Asset Management
Massachusetts
$377K -$18.6K -89 -5%
Fisher Asset Management
1166
Fisher Asset Management
Washington
$377K -$220K -1,051 -37%
SFS
1167
Summit Financial Strategies
Ohio
$376K -$11.1K -53 -3%
CB
1168
Cadence Bank
Mississippi
$376K -$4.4K -21 -1%
NAS
1169
NWF Advisory Services
California
$375K -$43.1K -206 -10%
SRC
1170
Sage Rhino Capital
California
$374K +$3.56K +17 +1%
CIC
1171
Cutler Investment Counsel
Oregon
$373K -$7.33K -35 -2%
VPF
1172
Vantage Point Financial
Illinois
$371K -$28.5K -136 -7%
A
1173
Argentarii
Ohio
$369K -$59K -282 -14%
SPW
1174
Sonoma Private Wealth
California
$368K +$8.59K +41 +2%
VFPW
1175
Vantage Financial Partners (Wisconsin)
Wisconsin
$366K +$3.35K +16 +0.9%