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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
401
Gamble Jones Investment Counsel
California
$577K
AIA
402
Angeles Investment Advisors
California
$576K -$23.4K -233 -4%
SCG
403
Sonata Capital Group
Washington
$572K -$291K -2,900 -35%
RIA
404
Realta Investment Advisors
Delaware
$569K -$401 -4 -0.1%
LFA
405
Landmark Financial Advisors
Kentucky
$563K -$19.3K -192 -4%
Bessemer Group
406
Bessemer Group
New Jersey
$559K +$293K +2,918 +126%
FAN
407
Financial Advisors Network
California
$551K -$178K -1,777 -26%
GWM
408
Geneos Wealth Management
Colorado
$550K +$18.6K +185 +4%
PWM
409
PBMares Wealth Management
Virginia
$550K +$50.9K +507 +11%
CAG
410
Csenge Advisory Group
Florida
$547K -$249K -2,485 -33%
SWP
411
Summit Wealth Partners
Florida
$538K +$505K +5,033 New
VCM
412
Versant Capital Management
Arizona
$534K -$3.51K -35 -0.7%
PTC
413
Private Trust Company
Ohio
$532K -$104K -1,039 -17%
FNBOMD
414
First National Bank of Mount Dora
Florida
$532K
MCM
415
MAI Capital Management
Ohio
$524K -$13.4K -134 -3%
AF
416
Advisornet Financial
Minnesota
$517K -$95.5K -952 -16%
Vanguard Group
417
Vanguard Group
Pennsylvania
$517K +$21.4K +213 +5%
DI
418
Disciplined Investments
Oklahoma
$514K +$173K +1,722 +56%
BO
419
BRR OpCo
Ohio
$508K +$1.91K +19 +0.4%
FAAM
420
First Ascent Asset Management
Colorado
$507K -$81.6K -813 -15%
Citadel Advisors
421
Citadel Advisors
Florida
$505K +$474K +4,727 New
EA
422
Elm Advisors
California
$504K +$473K +4,710 New
WIA
423
Wealthstreet Investment Advisors
Texas
$502K -$27.8K -277 -6%
WWM
424
Western Wealth Management
Colorado
$501K -$106K -1,052 -18%
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois
$495K -$2.08M -20,697 -82%