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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
451
Intelligence Driven Advisers
California
$409K -$18.9K -148 -4%
AIC
452
Archer Investment Corporation
Indiana
$399K +$4.61K +36 +1%
WIA
453
World Investment Advisors
California
$399K +$33.7K +263 +9%
WAG
454
Winthrop Advisory Group
Massachusetts
$391K +$2.82K +22 +0.7%
CTA
455
Chesley Taft & Associates
Illinois
$391K +$388K +3,035 New
APG
456
Abacus Planning Group
South Carolina
$388K +$256 +2 +0.1%
WCA
457
Windsor Creek Advisors
Vermont
$388K +$385K +3,008 New
CA
458
Clearstead Advisors
Ohio
$386K +$95.6K +747 +33%
PMFA
459
Plante Moran Financial Advisors
Michigan
$385K -$16.5K -129 -4%
GC
460
Grimes & Company
Massachusetts
$385K -$4.99K -39 -1%
TFA
461
TPG Financial Advisors
Oregon
$384K -$26.4K -206 -6%
OFS
462
Orrstown Financial Services
Pennsylvania
$384K -$22.5K -176 -5%
NF
463
Nikulski Financial
Iowa
$384K +$4.99K +39 +1%
CS
464
Cannell & Spears
New York
$383K -$122K -950 -24%
TL
465
TrueWealth LLC
Georgia
$383K +$1.66K +13 +0.4%
Renaissance Technologies
466
Renaissance Technologies
New York
$374K -$1.18M -9,201 -76%
GM
467
GeoWealth Management
Illinois
$374K +$372K +2,905 New
WCAMG
468
Woodard & Company Asset Management Group
North Carolina
$374K +$372K +2,905 New
BWM
469
Baystate Wealth Management
Massachusetts
$373K -$30.6K -239 -8%
KWM
470
Kingsview Wealth Management
Oregon
$371K +$5.5K +43 +2%
RWA
471
Ropes Wealth Advisors
Massachusetts
$368K +$14.2K +111 +4%
VCP
472
Vista Capital Partners
Oregon
$368K +$101K +791 +38%
RMA
473
Roffman Miller Associates
Pennsylvania
$363K -$67.1K -524 -16%
NAS
474
Nicolet Advisory Services
Wisconsin
$362K +$11.1K +87 +3%
EFSCE
475
Enterprise Financial Services Corp (EFSC)
Missouri
$361K +$27.1K +212 +8%