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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
1301
Schneider Downs Wealth Management Advisors
Pennsylvania
$223K -$19.3K -94 -8%
HIW
1302
Holos Integrated Wealth
Pennsylvania
$223K +$231K +1,125 New
THL
1303
Tillman Hartley LLC
Colorado
$223K +$231K +1,123 New
OFG
1304
Oxford Financial Group
Indiana
$222K +$2.67K +13 +1%
ACM
1305
Advance Capital Management
Michigan
$221K +$411 +2 +0.2%
RH
1306
RFG Holdings
Texas
$221K +$229K +1,115 New
GA
1307
Greenspring Advisors
Maryland
$221K
MWM
1308
Maridea Wealth Management
New York
$221K +$228K +1,113 New
WA
1309
WPG Advisers
Maryland
$220K +$228K +1,111 New
IAG
1310
Investment Advisory Group
Massachusetts
$220K -$26.7K -130 -11%
PFP
1311
Paragon Financial Partners
California
$219K +$227K +1,105 New
GEA
1312
Glen Eagle Advisors
New Jersey
$219K +$137K +668 +153%
MFS
1313
Madrona Financial Services
Washington
$219K +$1.03K +5 +0.5%
Fisher Asset Management
1314
Fisher Asset Management
Washington
$218K +$226K +1,101 New
FA
1315
FSA Advisors
Michigan
$216K -$11.3K -55 -5%
WIM
1316
Warwick Investment Management
Texas
$216K +$224K +1,090 New
LWM
1317
LJI Wealth Management
Indiana
$215K -$78K -380 -26%
JGIA
1318
Jackson Grant Investment Advisers
Connecticut
$215K +$1.23K +6 +0.6%
CIA
1319
Compass Investment Advisers
Oregon
$214K +$222K +1,080 New
WP
1320
Westmount Partners
California
$213K -$28.1K -137 -11%
LA
1321
Lifeworks Advisors
Michigan
$213K
GK
1322
Graney & King
New York
$213K +$221K +1,075 New
PIN
1323
Prudent Investors Network
California
$213K
IIA
1324
IPG Investment Advisors
California
$213K +$220K +1,074 New
CWP
1325
Core Wealth Partners
California
$213K