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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAMG
1251
Milestone Asset Management Group
Connecticut
$255K +$264K +1,285 New
WCAMG
1252
Woodard & Company Asset Management Group
North Carolina
$254K -$4.11K -20 -2%
PI
1253
PFG Investments
New York
$251K -$16.2K -79 -6%
Bogart Wealth LLC
1254
Bogart Wealth LLC
Virginia
$251K – – –
SA
1255
Stewardship Advisors
Pennsylvania
$250K +$37.6K +183 +17%
SL
1256
Salomon & Ludwin
Virginia
$250K -$205 -1 -0.1%
HFS
1257
Heritage Financial Services
Massachusetts
$250K +$259K +1,260 New
Exchange Traded Concepts
1258
Exchange Traded Concepts
Oklahoma
$250K +$216K +1,050 +500%
Caprock Group
1259
Caprock Group
Idaho
$249K -$1.64K -8 -0.6%
LCM
1260
Liberty Capital Management
Michigan
$248K -$4.11K -20 -2%
North Star Asset Management
1261
North Star Asset Management
Wisconsin
$248K – – –
B
1262
BetterWealth
California
$248K +$1.44K +7 +0.6%
GL
1263
Graypoint LLC
New York
$247K -$27.9K -136 -10%
KFI
1264
Key Financial Inc
Pennsylvania
$247K -$2.26K -11 -0.9%
HCA
1265
Harbour Capital Advisors
Virginia
$247K – – –
SVWG
1266
Shared Vision Wealth Group
United States
$246K – – –
GLA
1267
Good Life Advisors
Pennsylvania
$244K -$29.6K -144 -10%
NWAG
1268
Net Worth Advisory Group
Utah
$244K +$4.11K +20 +2%
NEWAS
1269
N.E.W. Advisory Services
Wisconsin
$243K +$2.67K +13 +1%
PPC
1270
Park Place Capital
Alabama
$243K +$205 +1 +0.1%
NI
1271
NDVR Inc
Massachusetts
$241K – – –
PAIM
1272
Punch & Associates Investment Management
Minnesota
$240K -$14.6K -71 -6%
RCAG
1273
Rehmann Capital Advisory Group
Michigan
$239K -$31.6K -154 -11%
GAA
1274
Global Assets Advisory
Florida
$239K -$2.26K -11 -0.9%
AP
1275
Adero Partners
California
$239K -$1.03K -5 -0.4%