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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1201
Calton & Associates
Florida
$294K +$280K +1,510 New
GWP
1202
Gateway Wealth Partners
Wisconsin
$294K +$279K +1,507 New
SA
1203
Stewardship Advisors
Pennsylvania
$294K +$13K +70 +5%
Kayne Anderson Rudnick Investment Management
1204
Kayne Anderson Rudnick Investment Management
California
$294K -$230K -1,240 -45%
SPWM
1205
Schrum Private Wealth Management
Florida
$293K – – –
KP
1206
Keel Point
Alabama
$293K -$48.1K -260 -15%
EG
1207
Ellerson Group
Maryland
$293K – – –
HFA
1208
Hippocratic Financial Advisors
California
$292K -$33.9K -183 -11%
RBC
1209
Romano Brothers & Co
Illinois
$291K +$1.11K +6 +0.4%
HIS
1210
Horizon Investment Services
Indiana
$289K -$2.04K -11 -0.7%
CCMG
1211
Clark Capital Management Group
Pennsylvania
$289K -$38.5K -208 -12%
MWP
1212
Meredith Wealth Planning
Illinois
$288K +$273K +1,477 New
IA
1213
Inspire Advisors
Idaho
$288K +$3.33K +18 +1%
VPWA
1214
Vestia Personal Wealth Advisors
Indiana
$287K -$10.4K -56 -4%
HIS
1215
Harvest Investment Services
Illinois
$286K +$271K +1,465 New
AWM
1216
Austin Wealth Management
Texas
$284K -$47.8K -258 -15%
CAM
1217
Columbia Asset Management
Michigan
$284K +$9.26K +50 +4%
GAG
1218
GM Advisory Group
New York
$284K +$13K +70 +5%
JWM
1219
Jeppson Wealth Management
California
$284K -$7.96K -43 -3%
RBFC
1220
Roman Butler Fullerton & Co
Missouri
$284K – – –
PAS
1221
PKS Advisory Services
New York
$283K -$207K -1,117 -45%
IAIM
1222
International Assets Investment Management
Florida
$283K +$11.8K +64 +5%
LA
1223
LexAurum Advisors
Kansas
$282K -$4.63K -25 -2%
SFG
1224
Snider Financial Group
Washington
$280K -$12.8K -69 -5%
LCM
1225
Lazari Capital Management
California
$279K +$48.3K +261 +22%