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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
476
Almanack Investment Partners
Pennsylvania
$1.53M -$1.45M -8,860 -47%
BCM
477
BTC Capital Management
Iowa
$1.52M -$48.4K -295 -3%
NOI
478
Newton One Investments
Delaware
$1.52M -$18.9K -115 -1%
CSB
479
City State Bank
Iowa
$1.51M +$32.5K +198 +2%
BFA
480
Beacon Financial Advisory
Ohio
$1.5M -$52.8K -322 -3%
SRC
481
Shufro Rose & Co
New York
$1.5M +$241K +1,470 +17%
IFWM
482
Institute for Wealth Management
Colorado
$1.49M +$620K +3,780 +61%
PCP
483
Proficio Capital Partners
Massachusetts
$1.48M -$389K -2,375 -19%
EA
484
Echo45 Advisors
California
$1.48M +$396K +2,415 +32%
BEAM
485
Baker Ellis Asset Management
Washington
$1.48M -$65.6K -400 -4%
FWI
486
Facet Wealth Inc
Maryland
$1.47M -$55.1K -336 -3%
APA
487
American Portfolios Advisors
New York
$1.46M +$17.2K +105 +1%
WTA
488
Washington Trust Advisors
Massachusetts
$1.46M +$13.9K +85 +0.9%
PL
489
Plancorp LLC
Missouri
$1.44M -$30.8K -188 -2%
LFP
490
Leeward Financial Partners
Washington
$1.43M -$10K -61 -0.6%
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$1.41M -$35.3K -215 -2%
BAM
492
BTS Asset Management
Massachusetts
$1.41M -$273K -1,663 -15%
KWM
493
Kingsview Wealth Management
Oregon
$1.4M +$330K +2,015 +27%
PA
494
Probity Advisors
Texas
$1.4M -$26.7K -163 -2%
CIC
495
Carnegie Investment Counsel
Ohio
$1.4M +$74K +451 +5%
SWM
496
SeaCrest Wealth Management
New York
$1.4M -$103K -626 -6%
CS
497
Capital Square
Tennessee
$1.39M – – –
PFS
498
Prospera Financial Services
Texas
$1.38M -$51.5K -314 -3%
HCP
499
Hexagon Capital Partners
Arkansas
$1.38M -$35.9K -219 -2%
Renaissance Technologies
500
Renaissance Technologies
New York
$1.36M +$984K +6,000 +194%