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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1201
Seed Wealth Management
Illinois
$413K
NEPWA
1202
New England Private Wealth Advisors
Massachusetts
$413K +$7.91K +34 +2%
BCPWM
1203
Bradley & Co Private Wealth Management
Florida
$412K
BA
1204
Brightwater Advisory
Florida
$410K
MAM
1205
MWA Asset Management
Massachusetts
$408K -$27K -116 -6%
SFS
1206
Summit Financial Strategies
Ohio
$407K -$29.8K -128 -7%
CWM
1207
Connecticut Wealth Management
Connecticut
$406K +$144K +617 +58%
HSBC Holdings
1208
HSBC Holdings
United Kingdom
$406K
UPS
1209
UHLMANN PRICE SECURITIES
Illinois
$405K +$26.1K +112 +7%
BP
1210
BWM Planning
Texas
$402K
JCM
1211
Jag Capital Management
Missouri
$402K
BFG
1212
Berger Financial Group
Minnesota
$401K +$12.6K +54 +3%
SB
1213
Semitam Bonam
New York
$396K
CWP
1214
Curated Wealth Partners
California
$396K +$233 +1 +0.1%
AC
1215
Annandale Capital
Texas
$395K
PFGIA
1216
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$418K -1,795 -53%
CIM
1217
Cambria Investment Management
California
$393K +$376K +1,616 New
GKWIM
1218
Gerber Kawasaki Wealth & Investment Management
California
$390K -$3.95K -17 -1%
NHT
1219
New Hampshire Trust
New Hampshire
$388K -$29.5K -127 -7%
AFA
1220
AA Financial Advisors
Ohio
$387K +$28.4K +122 +8%
MIM
1221
Marco Investment Management
Georgia
$387K
GC
1222
Guidance Capital
Kentucky
$387K -$22.1K -95 -6%
1SB
1223
1ST Source Bank
Indiana
$385K
TH
1224
Team Hewins
California
$384K +$44.7K +192 +14%
VPF
1225
Vantage Point Financial
Illinois
$382K +$9.07K +39 +3%