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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
1401
Investment Advisory Group
Massachusetts
$236K +$17.4K +78 +8%
TF
1402
Tenon Financial
New Jersey
$236K +$243K +1,085 New
MAS
1403
Meeder Advisory Services
Ohio
$234K -$25.3K -113 -9%
CAM
1404
Cidel Asset Management
Ontario, Canada
$234K -$78.2K -350 -25%
Forum Financial Management
1405
Forum Financial Management
Illinois
$233K +$1.79K +8 +0.8%
4A
1406
4Wealth Advisors
Illinois
$232K +$5.37K +24 +2%
HIW
1407
Holos Integrated Wealth
Pennsylvania
$231K -$16.8K -75 -7%
IRAG
1408
Investment Research & Advisory Group
Georgia
$230K +$1.34K +6 +0.6%
WPW
1409
Winthrop Partners - WNY
New York
$230K – – –
CSA
1410
Cottage Street Advisors
Massachusetts
$229K – – –
GFL
1411
Granite FO LLC
New Hampshire
$229K -$398K -1,780 -63%
CWM
1412
Connecticut Wealth Management
Connecticut
$229K -$15.9K -71 -6%
MW
1413
MBL Wealth
North Carolina
$229K +$235K +1,053 New
IAIM
1414
International Assets Investment Management
Florida
$229K -$59.9K -268 -20%
PIA
1415
Pinion Investment Advisors
Kansas
$228K -$10.7K -48 -4%
LWMI
1416
Legacy Wealth Management (Idaho)
Idaho
$228K -$4.92K -22 -2%
NG
1417
Northstar Group
New York
$226K +$894 +4 +0.4%
BAM
1418
BTS Asset Management
Massachusetts
$226K -$9.17K -41 -4%
WA
1419
Winter & Associates
Minnesota
$226K – – –
BFA
1420
Beaumont Financial Advisors
Massachusetts
$226K -$5.81K -26 -2%
NS
1421
NBC Securities
Alabama
$226K – – –
EL
1422
EWA LLC
Pennsylvania
$225K +$224 +1 +0.1%
EIG
1423
Ellenbecker Investment Group
Wisconsin
$224K +$1.12K +5 +0.5%
SMA
1424
Seven Mile Advisory
New Jersey
$224K -$5.58M -24,968 -96%
PAM
1425
Peak Asset Management
Colorado
$223K +$224 +1 +0.1%