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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1276
Seven Mile Advisory
New Jersey
$211K – – –
KWS
1277
Keystone Wealth Services
California
$211K -$35K -177 -14%
AWM
1278
Angeles Wealth Management
California
$210K – – –
Cassaday & Co Wealth Management
1279
Cassaday & Co Wealth Management
Virginia
$210K +$223K +1,128 New
SDWMA
1280
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$198 +1 +0.1%
HIW
1281
Holos Integrated Wealth
Pennsylvania
$210K – – –
MWM
1282
Maridea Wealth Management
New York
$208K +$1.19K +6 +0.5%
WMN
1283
Wealth Management Nebraska
Nebraska
$208K -$288K -1,457 -57%
EFG
1284
Ehrlich Financial Group
California
$207K +$220K +1,113 New
VBWMG
1285
Von Berge Wealth Management Group
California
$207K +$593 +3 +0.3%
FA
1286
FSA Advisors
Michigan
$206K +$4.35K +22 +2%
MSAM
1287
Moloney Securities Asset Management
Missouri
$206K +$218K +1,105 New
KFSN
1288
Keystone Financial Services (Nebraska)
Nebraska
$205K +$218K +1,102 New
MPAM
1289
Murphy Pohlad Asset Management
Minnesota
$205K +$217K +1,101 New
RH
1290
RFG Holdings
Texas
$204K -$3.95K -20 -2%
BAM
1291
BTS Asset Management
Massachusetts
$204K +$216K +1,095 New
IJWM
1292
Inman Jager Wealth Management
Mississippi
$204K +$216K +1,093 New
JGIA
1293
Jackson Grant Investment Advisers
Connecticut
$203K +$1.38K +7 +0.6%
WIM
1294
Warwick Investment Management
Texas
$203K – – –
THL
1295
Tillman Hartley LLC
Colorado
$203K -$6.72K -34 -3%
WA
1296
WPG Advisers
Maryland
$201K -$6.12K -31 -3%
SAM
1297
Satovsky Asset Management
New York
$201K +$1.19K +6 +0.6%
GK
1298
Graney & King
New York
$201K +$395 +2 +0.2%
SVWAG
1299
Sound View Wealth Advisors Group
Georgia
$200K +$213K +1,076 New
FPB
1300
First PREMIER Bank
South Dakota
$197K – – –