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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Iconiq Capital
1201
Iconiq Capital
California
$264K – – –
NEWAS
1202
N.E.W. Advisory Services
Wisconsin
$264K +$37.5K +190 +15%
YWM
1203
Yoder Wealth Management
California
$264K – – –
CAM
1204
Columbia Asset Management
Michigan
$262K – – –
CAM
1205
Creekmur Asset Management
Illinois
$262K +$1.78K +9 +0.6%
KCM
1206
Kanawha Capital Management
Virginia
$262K -$39.5K -200 -12%
HAS
1207
Holland Advisory Services
Florida
$262K +$1.78K +9 +0.6%
TFM
1208
TFC Financial Management
Massachusetts
$261K +$593 +3 +0.2%
AWM
1209
Ameliora Wealth Management
Switzerland
$261K – – –
AFS
1210
Anderson Financial Strategies
Ohio
$261K – – –
WHCI
1211
W.H. Cornerstone Investments
Massachusetts
$260K +$1.78K +9 +0.7%
PPC
1212
Pennington Partners & Co
Maryland
$259K +$275K +1,392 New
Capital Investment Advisors
1213
Capital Investment Advisors
Georgia
$259K -$481K -2,435 -64%
IAIM
1214
International Assets Investment Management
Florida
$259K +$14.8K +75 +6%
GLA
1215
Good Life Advisors
Pennsylvania
$259K +$31.2K +158 +13%
GAG
1216
GM Advisory Group
New York
$258K +$274K +1,387 New
GWANC
1217
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K +$37.9K +192 +16%
Chevy Chase Trust
1218
Chevy Chase Trust
Maryland
$253K +$268K +1,356 New
PI
1219
PFG Investments
New York
$252K +$16.6K +84 +7%
WFA
1220
Wells Financial Advisors
Massachusetts
$252K – – –
RWA
1221
River Wealth Advisors
Pennsylvania
$250K -$2.17K -11 -0.8%
DWP
1222
Destiny Wealth Partners
Florida
$250K – – –
RCAG
1223
Rehmann Capital Advisory Group
Michigan
$250K +$26.1K +132 +11%
TA
1224
TPG Advisors
Illinois
$249K +$2.57K +13 +1%
Forvis Mazars Wealth Advisors
1225
Forvis Mazars Wealth Advisors
Missouri
$248K -$55.3K -280 -17%