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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
1201
Yoder Wealth Management
California
$264K
CAM
1202
Columbia Asset Management
Michigan
$262K
CAM
1203
Creekmur Asset Management
Illinois
$262K +$1.78K +9 +0.6%
KCM
1204
Kanawha Capital Management
Virginia
$262K -$39.5K -200 -12%
HAS
1205
Holland Advisory Services
Florida
$262K +$1.78K +9 +0.6%
TFM
1206
TFC Financial Management
Massachusetts
$261K +$593 +3 +0.2%
AWM
1207
Ameliora Wealth Management
Switzerland
$261K
AFS
1208
Anderson Financial Strategies
Ohio
$261K
WHCI
1209
W.H. Cornerstone Investments
Massachusetts
$260K +$1.78K +9 +0.7%
PPC
1210
Pennington Partners & Co
Maryland
$259K +$275K +1,392 New
CIA
1211
Capital Investment Advisors
Georgia
$259K -$481K -2,435 -64%
IAIM
1212
International Assets Investment Management
Florida
$259K +$14.8K +75 +6%
GLA
1213
Good Life Advisors
Pennsylvania
$259K +$31.2K +158 +13%
GAG
1214
GM Advisory Group
New York
$258K +$274K +1,387 New
GWANC
1215
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K +$37.9K +192 +16%
Chevy Chase Trust
1216
Chevy Chase Trust
Maryland
$253K +$268K +1,356 New
PI
1217
PFG Investments
New York
$252K +$16.6K +84 +7%
WFA
1218
Wells Financial Advisors
Massachusetts
$252K
RWA
1219
River Wealth Advisors
Pennsylvania
$250K -$2.17K -11 -0.8%
DWP
1220
Destiny Wealth Partners
Florida
$250K
RCAG
1221
Rehmann Capital Advisory Group
Michigan
$250K +$26.1K +132 +11%
TA
1222
TPG Advisors
Illinois
$249K +$2.57K +13 +1%
FMWA
1223
Forvis Mazars Wealth Advisors
Missouri
$248K -$55.3K -280 -17%
SCM
1224
SCS Capital Management
Massachusetts
$248K +$263K +1,331 New
FFA
1225
First Foundation Advisors
California
$248K