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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
1201
Gilman Hill Asset Management
Connecticut
$292K
SFG
1202
Snider Financial Group
Washington
$292K +$302K +1,473 New
MW
1203
Marcum Wealth
Ohio
$290K
SFMG
1204
Sage Financial Management Group
Virginia
$290K
VPWA
1205
Vestia Personal Wealth Advisors
Indiana
$289K +$8.83K +43 +3%
LB
1206
Legacy Bridge
Iowa
$289K
CA
1207
CoreCap Advisors
Michigan
$288K +$112K +547 +60%
RBFC
1208
Roman Butler Fullerton & Co
Missouri
$287K +$205 +1 +0.1%
WG
1209
Wealth Group
North Carolina
$285K +$39.4K +192 +15%
Wolverine Trading
1210
Wolverine Trading
Illinois
$284K +$295K +1,438 New
SB
1211
Strategic Blueprint
Georgia
$283K -$94.4K -460 -24%
EK
1212
Evensky & Katz
Florida
$283K +$821 +4 +0.3%
KA
1213
KDT Advisors
New York
$282K +$293K +1,425 New
IC
1214
Iconiq Capital
California
$281K +$1.64K +8 +0.6%
YWM
1215
Yoder Wealth Management
California
$281K -$6.77K -33 -2%
CAM
1216
Columbia Asset Management
Michigan
$279K
TFM
1217
TFC Financial Management
Massachusetts
$277K +$411 +2 +0.1%
AWM
1218
Ameliora Wealth Management
Switzerland
$277K
AFS
1219
Anderson Financial Strategies
Ohio
$277K +$287K +1,400 New
CAM
1220
Creekmur Asset Management
Illinois
$277K +$1.23K +6 +0.4%
HAS
1221
Holland Advisory Services
Florida
$277K +$1.64K +8 +0.6%
FWM
1222
Fonville Wealth Management
Virginia
$275K +$205 +1 +0.1%
SAI
1223
Savvy Advisors Inc
New York
$275K +$21.4K +104 +8%
IIA
1224
Integral Investment Advisors
California
$275K -$10.3K -50 -3%
WHCI
1225
W.H. Cornerstone Investments
Massachusetts
$274K +$1.64K +8 +0.6%