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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1151
Cypress Wealth Services
California
$391K +$386K +1,844 New
CFS
1152
CGC Financial Services
Oregon
$390K – – –
S4W
1153
Solutions 4 Wealth
Texas
$390K – – –
ONSWM
1154
Old North State Wealth Management
North Carolina
$389K +$3.14K +15 +0.8%
Evercore Wealth Management
1155
Evercore Wealth Management
New York
$387K +$24.1K +115 +7%
GAG
1156
GM Advisory Group
New York
$387K +$76.6K +366 +25%
CLA
1157
Carnegie Lake Advisors
New Jersey
$387K – – –
HWA
1158
HHM Wealth Advisors
Tennessee
$386K +$628 +3 +0.2%
TP
1159
Thayer Partners
Pennsylvania
$385K +$380K +1,817 New
NLP
1160
Next Level Private
New York
$384K +$1.68K +8 +0.4%
GCM
1161
Gambit Capital Management
Tennessee
$380K +$376K +1,795 New
CAL
1162
Capital Advisors Ltd
Ohio
$379K – – –
CoreCap Advisors
1163
CoreCap Advisors
Michigan
$379K -$21.8K -104 -5%
UFA
1164
Uptown Financial Advisors
Texas
$379K – – –
CWA
1165
Crusonia Wealth Advisors
Colorado
$378K +$374K +1,784 New
MAM
1166
MWA Asset Management
Massachusetts
$377K -$18.6K -89 -5%
Fisher Asset Management
1167
Fisher Asset Management
Washington
$377K -$220K -1,051 -37%
SFS
1168
Summit Financial Strategies
Ohio
$376K -$11.1K -53 -3%
CB
1169
Cadence Bank
Mississippi
$376K -$4.4K -21 -1%
NAS
1170
NWF Advisory Services
California
$375K -$43.1K -206 -10%
SRC
1171
Sage Rhino Capital
California
$374K +$3.56K +17 +1%
CIC
1172
Cutler Investment Counsel
Oregon
$373K -$7.33K -35 -2%
VPF
1173
Vantage Point Financial
Illinois
$371K -$28.5K -136 -7%
A
1174
Argentarii
Ohio
$369K -$59K -282 -14%
SPW
1175
Sonoma Private Wealth
California
$368K +$8.59K +41 +2%