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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1201
Crusonia Wealth Advisors
Colorado
$426K +$35.4K +152 +9%
DWM
1202
Dakota Wealth Management
Florida
$424K +$40.9K +176 +11%
VCP
1203
Vista Capital Partners
Oregon
$424K -$698 -3 -0.2%
BM
1204
Berman McAleer
Maryland
$422K +$6.98K +30 +2%
OFI
1205
Outbound Financial Inc
Colorado
$420K +$44.7K +192 +13%
CPW
1206
Cove Private Wealth
New York
$419K -$3.49K -15 -0.9%
SPW
1207
Sonoma Private Wealth
California
$418K +$8.37K +36 +2%
PI
1208
PFG Investments
New York
$414K +$2.79K +12 +0.7%
VCA
1209
Verdence Capital Advisors
Maryland
$413K -$698 -3 -0.2%
SWM
1210
Seed Wealth Management
Illinois
$413K – – –
NEPWA
1211
New England Private Wealth Advisors
Massachusetts
$413K +$7.91K +34 +2%
BCPWM
1212
Bradley & Co Private Wealth Management
Florida
$412K – – –
BA
1213
Brightwater Advisory
Florida
$410K – – –
MAM
1214
MWA Asset Management
Massachusetts
$408K -$27K -116 -6%
SFS
1215
Summit Financial Strategies
Ohio
$407K -$29.8K -128 -7%
CWM
1216
Connecticut Wealth Management
Connecticut
$406K +$144K +617 +58%
HSBC Holdings
1217
HSBC Holdings
United Kingdom
$406K – – –
UPS
1218
UHLMANN PRICE SECURITIES
Illinois
$405K +$26.1K +112 +7%
BP
1219
BWM Planning
Texas
$402K – – –
JCM
1220
Jag Capital Management
Missouri
$402K – – –
BFG
1221
Berger Financial Group
Minnesota
$401K +$12.6K +54 +3%
SB
1222
Semitam Bonam
New York
$396K – – –
CWP
1223
Curated Wealth Partners
California
$396K +$233 +1 +0.1%
AC
1224
Annandale Capital
Texas
$395K – – –
PFGIA
1225
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$418K -1,795 -53%