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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HL
1201
HeadInvest LLC
Maine
$292K +$77K +375 +34%
GHAM
1202
Gilman Hill Asset Management
Connecticut
$292K – – –
SFG
1203
Snider Financial Group
Washington
$292K +$302K +1,473 New
MW
1204
Marcum Wealth
Ohio
$290K – – –
SFMG
1205
Sage Financial Management Group
Virginia
$290K – – –
VPWA
1206
Vestia Personal Wealth Advisors
Indiana
$289K +$8.83K +43 +3%
LB
1207
Legacy Bridge
Iowa
$289K – – –
CoreCap Advisors
1208
CoreCap Advisors
Michigan
$288K +$112K +547 +60%
RBFC
1209
Roman Butler Fullerton & Co
Missouri
$287K +$205 +1 +0.1%
WG
1210
Wealth Group
North Carolina
$285K +$39.4K +192 +15%
Wolverine Trading
1211
Wolverine Trading
Illinois
$284K +$295K +1,438 New
SB
1212
Strategic Blueprint
Georgia
$283K -$94.4K -460 -24%
EK
1213
Evensky & Katz
Florida
$283K +$821 +4 +0.3%
KA
1214
KDT Advisors
New York
$282K +$293K +1,425 New
Iconiq Capital
1215
Iconiq Capital
California
$281K +$1.64K +8 +0.6%
YWM
1216
Yoder Wealth Management
California
$281K -$6.77K -33 -2%
CAM
1217
Columbia Asset Management
Michigan
$279K – – –
TFM
1218
TFC Financial Management
Massachusetts
$277K +$411 +2 +0.1%
AWM
1219
Ameliora Wealth Management
Switzerland
$277K – – –
AFS
1220
Anderson Financial Strategies
Ohio
$277K +$287K +1,400 New
CAM
1221
Creekmur Asset Management
Illinois
$277K +$1.23K +6 +0.4%
HAS
1222
Holland Advisory Services
Florida
$277K +$1.64K +8 +0.6%
FWM
1223
Fonville Wealth Management
Virginia
$275K +$205 +1 +0.1%
Savvy Advisors Inc
1224
Savvy Advisors Inc
New York
$275K +$21.4K +104 +8%
IIA
1225
Integral Investment Advisors
California
$275K -$10.3K -50 -3%