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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$430K +$102K +839 +21%
WANY
402
Wealthspire Advisors (New York)
New York
$430K +$587K +4,842 New
PA
403
Procyon Advisors
Connecticut
$427K -$80.1K -660 -12%
TWP
404
TFO Wealth Partners
Ohio
$426K -$71.6K -590 -11%
BO
405
BRR OpCo
Ohio
$420K +$279K +2,304 +95%
S
406
Surevest
California
$417K -$149K -1,226 -21%
LCM
407
Liberty Capital Management
Michigan
$414K +$565K +4,660 New
PWM
408
PBMares Wealth Management
Virginia
$411K +$327K +2,699 +139%
Vanguard Group
409
Vanguard Group
Pennsylvania
$410K -$34.1K -281 -6%
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$408K -$4.61K -38 -0.8%
SIAS
411
Shine Investment Advisory Services
Colorado
$406K
HA
412
HYA Advisors
Missouri
$403K +$140K +1,154 +34%
RWM
413
Raffa Wealth Management
District of Columbia
$403K -$55.8K -460 -9%
HWA
414
Heartwood Wealth Advisors
Virginia
$395K -$4.85K -40 -0.9%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$393K -$102K -841 -16%
RGC
416
Roberts, Glore & Co
Illinois
$393K -$8.86K -73 -2%
DIA
417
Davidson Investment Advisors
Montana
$392K -$239K -1,970 -31%
HFA
418
Hoover Financial Advisors
Pennsylvania
$392K +$970 +8 +0.2%
ANTB
419
AMG National Trust Bank
Colorado
$392K +$536K +4,415 New
BAMG
420
Brand Asset Management Group
Missouri
$388K +$140K +1,156 +36%
RC
421
RegentAtlantic Capital
New Jersey
$387K +$6.91K +57 +1%
NDSI
422
Newman Dignan & Sheerar Inc
Rhode Island
$382K -$704K -5,807 -58%
PWM
423
Perigon Wealth Management
California
$382K -$59.4K -490 -11%
IIC
424
Integrated Investment Consultants
Michigan
$381K -$336K -2,773 -39%
JCM
425
Jag Capital Management
Missouri
$380K +$31.3K +258 +6%