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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
476
Triune Financial Partners
Kansas
$1.96M -$945 -6 -0.1%
SS
477
Simplicity Solutions
Minnesota
$1.95M -$759K -4,822 -29%
FIA
478
Foundations Investment Advisors
Arizona
$1.94M +$1.84M +11,717 New
CPA
479
Capital Performance Advisors
California
$1.92M +$55.9K +355 +3%
SWA
480
SOA Wealth Advisors
New York
$1.91M -$229K -1,455 -11%
Victory Capital Management
481
Victory Capital Management
Texas
$1.9M – – –
CW
482
CreativeOne Wealth
Kansas
$1.88M -$23K -146 -1%
FLI
483
Family Legacy Inc
South Carolina
$1.87M +$148K +938 +9%
TCM
484
Telos Capital Management
California
$1.87M -$32.9K -209 -2%
CBFP
485
Cedar Brook Financial Partners
Ohio
$1.86M +$13.2K +84 +0.8%
CFD
486
Creative Financial Designs
Indiana
$1.85M +$77.5K +492 +5%
BWM
487
Baystate Wealth Management
Massachusetts
$1.84M -$95.2K -605 -5%
CIA
488
Compass Ion Advisors
Pennsylvania
$1.84M -$32.6K -207 -2%
WB
489
WesBanco Bank
West Virginia
$1.81M -$136K -862 -7%
BHWM
490
Beaird Harris Wealth Management
Texas
$1.8M -$1.89K -12 -0.1%
KAM
491
Kraft Asset Management
Tennessee
$1.8M +$254K +1,614 +17%
PFS
492
Prospera Financial Services
Texas
$1.8M +$67.5K +429 +4%
MSWM
493
McGlone Suttner Wealth Management
Wisconsin
$1.8M -$33.7K -214 -2%
BWM
494
Brown Wealth Management
Illinois
$1.79M +$1.71M +10,845 New
SJL
495
Shayne & Jacobs LLC
Tennessee
$1.79M -$2.68K -17 -0.2%
TCOV
496
Trust Company of Vermont
Vermont
$1.78M -$81.4K -517 -5%
SWP
497
Stratos Wealth Partners
Ohio
$1.78M +$592K +3,759 +54%
LF
498
Lantz Financial
Illinois
$1.77M +$81.7K +519 +5%
DSC
499
Duncker Streett & Co
Missouri
$1.77M -$17.3K -110 -1%
CSB
500
City State Bank
Iowa
$1.76M -$20.5K -130 -1%