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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Smith Salley Wealth Management
1426
Smith Salley Wealth Management
North Carolina
$223K – – –
CWP
1427
Core Wealth Partners
California
$223K -$10.5K -47 -4%
WP
1428
Westmount Partners
California
$223K – – –
CCP
1429
Carmel Capital Partners
California
$222K +$228K +1,021 New
WA
1430
WPG Advisers
Maryland
$221K -$7.6K -34 -3%
SPWM
1431
Straight Path Wealth Management
Michigan
$221K – – –
SWA
1432
Serenus Wealth Advisors
California
$221K – – –
THL
1433
Tillman Hartley LLC
Colorado
$220K -$16.8K -75 -7%
OA
1434
Operose Advisors
Wisconsin
$220K +$32.4K +145 +17%
RIP
1435
RAM Investment Partners
Washington
$220K +$1.56K +7 +0.7%
GWA
1436
Geometric Wealth Advisors
District of Columbia
$220K +$226K +1,011 New
CFG
1437
Cooper Financial Group
California
$218K +$224K +1,003 New
ATC
1438
Advantage Trust Company
Kansas
$217K – – –
UBV
1439
United Bank (Virginia)
Virginia
$217K – – –
MWA
1440
Meridian Wealth Advisors
Texas
$216K – – –
HSWM
1441
Hubbell Strickland Wealth Management
Louisiana
$215K +$1.34K +6 +0.6%
TC
1442
TAGStone Capital
North Carolina
$215K +$2.68K +12 +1%
IIL
1443
Insight Inv LLC
California
$214K -$82K -367 -27%
PRTG
1444
Post Resch Tallon Group
New York
$213K -$6.04K -27 -3%
DAS
1445
Daybright Advisory Services
Florida
$213K +$219K +978 New
SAM
1446
Satovsky Asset Management
New York
$212K -$13.6K -61 -6%
BLFG
1447
Brian Low Financial Group
Louisiana
$212K -$27.1K -121 -11%
SWP
1448
Strategic Wealth Partners
Ohio
$212K -$23K -103 -10%
BWM
1449
Bernicke Wealth Management
Wisconsin
$211K – – –
WWWM
1450
White Wing Wealth Management
Texas
$211K -$1.56K -7 -0.7%