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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XWL
1326
XXI Wealth LLC
Illinois
$278K +$224 +1 +0.1%
IWM
1327
Iams Wealth Management
Nebraska
$278K -$2.46K -11 -0.9%
LIA
1328
Lynx Investment Advisory
District of Columbia
$277K +$285K +1,276 New
CCIA
1329
Cherry Creek Investment Advisors
Colorado
$276K +$2.24K +10 +0.8%
TIAA Wealth Investment Management
1330
TIAA Wealth Investment Management
New York
$276K +$290K +1,298 New
FWMP
1331
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$275K – – –
TAM
1332
Titleist Asset Management
Texas
$275K +$1.56K +7 +0.6%
HCA
1333
Harbour Capital Advisors
Virginia
$275K – – –
TT
1334
TI-Trust
Illinois
$274K +$282K +1,263 New
TFM
1335
TFC Financial Management
Massachusetts
$273K +$3.58K +16 +1%
RCP
1336
Rothschild Capital Partners
New York
$273K +$54.1K +242 +24%
CT
1337
Colonial Trust
South Carolina
$272K – – –
TBA
1338
Tower Bridge Advisors
Pennsylvania
$272K +$279K +1,250 New
EK
1339
Evensky & Katz
Florida
$271K -$37.3K -167 -12%
CA
1340
Crumly & Associates
Illinois
$270K +$56.8K +254 +26%
AFC
1341
Ares Financial Consulting
California
$270K +$224 +1 +0.1%
WAG
1342
Winthrop Advisory Group
Massachusetts
$269K – – –
IIA
1343
Integral Investment Advisors
California
$269K – – –
LA
1344
Legacy Advisors
Pennsylvania
$268K – – –
PPC
1345
Park Place Capital
Alabama
$268K +$224 +1 +0.1%
LRPA
1346
L. Roy Papp & Associates
Arizona
$268K +$1.56K +7 +0.6%
AWM
1347
Aprio Wealth Management
Georgia
$268K +$275K +1,231 New
LHP
1348
Lexington Hill Partners
Texas
$266K +$1.56K +7 +0.6%
CA
1349
Crewe Advisors
Utah
$264K +$4.02K +18 +2%
HIS
1350
Harvest Investment Services
Illinois
$264K +$55.4K +248 +26%