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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1201
Argent Advisors
Louisiana
$369K +$44.7K +200 +13%
PWM
1202
Penobscot Wealth Management
Maine
$369K +$27.1K +121 +8%
TA
1203
TPG Advisors
Illinois
$368K
BCPWM
1204
Bradley & Co Private Wealth Management
Florida
$368K +$266K +1,189 +235%
PI
1205
PFG Investments
New York
$368K +$23.5K +105 +7%
BA
1206
Brightwater Advisory
Florida
$367K -$3.35K -15 -0.9%
LNWTC
1207
Laird Norton Wetherby Trust Company
Washington
$366K +$3.8K +17 +1%
SPW
1208
Sonoma Private Wealth
California
$366K -$12.1K -54 -3%
HSBC Holdings
1209
HSBC Holdings
United Kingdom
$363K
Fisher Asset Management
1210
Fisher Asset Management
Washington
$361K -$25.7K -115 -6%
WB
1211
West Bancorporation
Iowa
$361K +$372K +1,662 New
NEPWA
1212
New England Private Wealth Advisors
Massachusetts
$360K +$2.24K +10 +0.6%
BP
1213
BWM Planning
Texas
$360K
JCM
1214
Jag Capital Management
Missouri
$360K
AAM
1215
Aureus Asset Management
Massachusetts
$357K +$367K +1,641 New
MLA
1216
MB, Levis & Associates
Pennsylvania
$355K +$70.2K +314 +24%
SB
1217
Semitam Bonam
New York
$354K
CWP
1218
Curated Wealth Partners
California
$354K -$67.1K -300 -16%
AC
1219
Annandale Capital
Texas
$353K
MPAM
1220
Murphy Pohlad Asset Management
Minnesota
$353K +$53.9K +241 +17%
CCMG
1221
Clark Capital Management Group
Pennsylvania
$353K +$53.4K +239 +17%
GKWIM
1222
Gerber Kawasaki Wealth & Investment Management
California
$352K
DWP
1223
Daymark Wealth Partners
Ohio
$352K -$2.91K -13 -0.8%
PA
1224
Procyon Advisors
Connecticut
$348K -$261K -1,169 -42%
CWA
1225
Crusonia Wealth Advisors
Colorado
$348K -$40.9K -183 -10%