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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1476
Warwick Investment Management
Texas
$202K +$208K +930 New
WAOI
1477
Wealth Advisors of Iowa
Iowa
$202K +$207K +928 New
CGA
1478
Crescent Grove Advisors
Illinois
$201K +$207K +926 New
SFG
1479
Sovereign Financial Group
Connecticut
$201K +$206K +923 New
MCP
1480
Miller Capital Partners
Michigan
$200K – – –
FPB
1481
First PREMIER Bank
South Dakota
$198K – – –
LB
1482
Legacy Bridge
Iowa
$197K -$42.5K -190 -17%
AWM
1483
Abound Wealth Management
Tennessee
$197K -$9.84K -44 -5%
CFM
1484
Cornerstone Financial Management
Massachusetts
$193K -$46.5K -208 -19%
EF
1485
Entrust Financial
Pennsylvania
$192K +$34.4K +154 +21%
BFS
1486
Bare Financial Services
Pennsylvania
$190K – – –
WAU
1487
Wellington-Altus USA
Manitoba, Canada
$190K +$174K +780 New
HHGA
1488
Halbert Hargrove Global Advisors
California
$189K -$1.12K -5 -0.6%
MSWM
1489
Mowery & Schoenfeld Wealth Management
Illinois
$183K – – –
TF
1490
Tompkins Financial
New York
$183K +$167K +747 +770%
MIM
1491
Marshall Investment Management
Colorado
$180K +$185K +828 New
Bogart Wealth LLC
1492
Bogart Wealth LLC
Virginia
$180K – – –
GEA
1493
Glen Eagle Advisors
New Jersey
$180K +$6.26K +28 +4%
W
1494
WealthCollab
Washington
$179K +$447 +2 +0.2%
HIC
1495
Hamrick Investment Counsel
Washington
$178K +$183K +820 New
KSB
1496
Kennebec Savings Bank
Maine
$177K – – –
AIA
1497
Arcadia Investment Advisors
Idaho
$176K – – –
NRC
1498
New Republic Capital
North Carolina
$168K – – –
DI
1499
DAGCO Inc
Ohio
$167K – – –
CB
1500
Centennial Bank
Arkansas
$165K -$67.1K -300 -28%