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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CLA (CliftonLarsonAllen) Wealth Advisors
476
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M -$89.4K -540 -4%
R
477
Rebalance
California
$1.96M +$9.1K +55 +0.4%
SOS
478
Silver Oak Securities
Tennessee
$1.96M +$71.2K +430 +4%
D
479
Dentgroup
Louisiana
$1.95M +$84.3K +509 +4%
CCM
480
Condor Capital Management
New Jersey
$1.94M -$13.6K -82 -0.7%
C
481
CEDRUS
Colorado
$1.9M -$1.1M -6,618 -36%
Harbour Investments
482
Harbour Investments
Wisconsin
$1.9M +$15.6K +94 +0.8%
TFP
483
Triune Financial Partners
Kansas
$1.88M -$69.5K -420 -3%
WesBanco Bank
484
WesBanco Bank
West Virginia
$1.88M +$11.1K +67 +0.6%
AFAS
485
Acorn Financial Advisory Services
Virginia
$1.87M +$10.8K +65 +0.6%
BWM
486
Baystate Wealth Management
Massachusetts
$1.87M -$14.4K -87 -0.7%
MSWMA
487
Market Street Wealth Management Advisors
Indiana
$1.85M -$120K -727 -6%
TCM
488
Telos Capital Management
California
$1.83M +$540K +3,264 +39%
Victory Capital Management
489
Victory Capital Management
Texas
$1.83M -$166 -1 -0%
CreativeOne Wealth
490
CreativeOne Wealth
Kansas
$1.83M +$323K +1,952 +20%
CIA
491
Compass Ion Advisors
Pennsylvania
$1.8M +$138K +835 +8%
TCOV
492
Trust Company of Vermont
Vermont
$1.79M +$6.79K +41 +0.4%
PMG
493
ProVise Management Group
Florida
$1.79M -$44.9K -271 -2%
CPA
494
Capital Performance Advisors
California
$1.79M +$52.1K +315 +3%
CBFP
495
Cedar Brook Financial Partners
Ohio
$1.77M +$103K +620 +6%
MSWM
496
McGlone Suttner Wealth Management
Wisconsin
$1.76M -$194K -1,169 -10%
FCA
497
FinTrust Capital Advisors
South Carolina
$1.76M – – –
BWA
498
BlueSky Wealth Advisors
North Carolina
$1.76M -$100K -607 -5%
One Capital Management
499
One Capital Management
California
$1.74M +$166 +1 +0%
Summit Trail Advisors
500
Summit Trail Advisors
New York
$1.74M – – –