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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1326
Halbert Hargrove Global Advisors
California
$134K
CA
1327
Crewe Advisors
Utah
$129K
APW
1328
Atlantic Private Wealth
North Carolina
$125K
ME
1329
McIlrath & Eck
Washington
$124K +$198 +1 +0.1%
WPA
1330
West Paces Advisors
Georgia
$124K +$988 +5 +0.8%
SFM
1331
Systematic Financial Management
New Jersey
$124K -$1.08M -5,448 -89%
PA
1332
PSI Advisors
Florida
$123K
TIM
1333
Thompson Investment Management
Wisconsin
$118K
CFO
1334
Colony Family Offices
North Carolina
$118K +$13.4K +68 +12%
MCM
1335
MV Capital Management
Maryland
$118K +$125K +633 New
Lazard Asset Management
1336
Lazard Asset Management
New York
$113K
FMB
1337
Field & Main Bank
Kentucky
$112K
SIM
1338
Synergy Investment Management
Florida
$111K -$81.2K -411 -41%
BIG
1339
Brooklyn Investment Group
New York
$109K +$95.2K +482 +455%
CW
1340
Curio Wealth
Maryland
$108K -$107K -544 -99%
HC
1341
Hurley Capital
New York
$106K +$48.6K +246 +76%
FLP
1342
Financial Life Planners
Arizona
$105K -$5.14K -26 -4%
CCM
1343
Cloud Capital Management
Washington
$105K +$112K +566 New
1L
1344
10Elms LLP
Oklahoma
$105K -$31.6K -160 -22%
GI
1345
GAMMA Investing
California
$104K +$17.2K +87 +18%
BL
1346
BFSG LLC
California
$104K -$1.98K -10 -2%
BA
1347
Bristlecone Advisors
Washington
$103K
IRC
1348
Investors Research Corp
Georgia
$102K
OFG
1349
Oxford Financial Group
Indiana
$100K -$115K -582 -52%
CWM
1350
Centricity Wealth Management
Ohio
$96.3K