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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Colorado Capital Management
Colorado
$416K -$20.6K -161 -5%
BFC
452
Bedel Financial Consulting
Indiana
$415K +$3.33K +26 +0.8%
BAMG
453
Brand Asset Management Group
Missouri
$413K +$49.9K +390 +14%
IDA
454
Intelligence Driven Advisers
California
$409K -$18.9K -148 -4%
AIC
455
Archer Investment Corporation
Indiana
$399K +$4.61K +36 +1%
WIA
456
World Investment Advisors
California
$399K +$33.7K +263 +9%
WAG
457
Winthrop Advisory Group
Massachusetts
$391K +$2.82K +22 +0.7%
CTA
458
Chesley Taft & Associates
Illinois
$391K +$388K +3,035 New
APG
459
Abacus Planning Group
South Carolina
$388K +$256 +2 +0.1%
WCA
460
Windsor Creek Advisors
Vermont
$388K +$385K +3,008 New
CA
461
Clearstead Advisors
Ohio
$386K +$95.6K +747 +33%
PMFA
462
Plante Moran Financial Advisors
Michigan
$385K -$16.5K -129 -4%
GC
463
Grimes & Company
Massachusetts
$385K -$4.99K -39 -1%
TFA
464
TPG Financial Advisors
Oregon
$384K -$26.4K -206 -6%
OFS
465
Orrstown Financial Services
Pennsylvania
$384K -$22.5K -176 -5%
NF
466
Nikulski Financial
Iowa
$384K +$4.99K +39 +1%
CS
467
Cannell & Spears
New York
$383K -$122K -950 -24%
TL
468
TrueWealth LLC
Georgia
$383K +$1.66K +13 +0.4%
Renaissance Technologies
469
Renaissance Technologies
New York
$374K -$1.18M -9,201 -76%
GM
470
GeoWealth Management
Illinois
$374K +$372K +2,905 New
WCAMG
471
Woodard & Company Asset Management Group
North Carolina
$374K +$372K +2,905 New
BWM
472
Baystate Wealth Management
Massachusetts
$373K -$30.6K -239 -8%
KWM
473
Kingsview Wealth Management
Oregon
$371K +$5.5K +43 +2%
RWA
474
Ropes Wealth Advisors
Massachusetts
$368K +$14.2K +111 +4%
VCP
475
Vista Capital Partners
Oregon
$368K +$101K +791 +38%