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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Burney Company
Virginia
$1.02M -$30K -175 -3%
SCM
502
Southport Capital Management
Tennessee
$1.02M -$124K -726 -11%
EAM
503
Evanson Asset Management
California
$1.01M +$1.71K +10 +0.2%
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$1M -$20K -117 -2%
PSF
505
Pacific Sun Financial
California
$1M +$1.01M +5,915 New
BMCM
506
Burns Matteson Capital Management
New York
$996K -$4.28K -25 -0.4%
AWP
507
Abacus Wealth Partners
California
$984K +$15.1K +88 +2%
CIC
508
Cutler Investment Counsel
Oregon
$982K +$39.7K +232 +4%
MOS
509
MGO One Seven
Ohio
$973K -$236K -1,380 -20%
Cerity Partners
510
Cerity Partners
New York
$957K +$324K +1,892 +50%
SCG
511
Sonata Capital Group
Washington
$945K
PFS
512
Prospera Financial Services
Texas
$945K +$71.4K +417 +8%
PWA
513
Physician Wealth Advisors
Utah
$944K +$171 +1 +0%
MA
514
Mutual Advisors
Nebraska
$942K -$105K -613 -10%
M&T Bank
515
M&T Bank
New York
$927K -$31.2K -182 -3%
OPS
516
Orion Portfolio Solutions
Nebraska
$926K +$43.3K +253 +5%
BO
517
BRR OpCo
Ohio
$919K +$18.7K +109 +2%
HA
518
Harborview Advisors
Maine
$902K +$1.2K +7 +0.1%
CT
519
Caldwell Trust
Florida
$894K +$5.65K +33 +0.6%
AIM
520
Acropolis Investment Management
Missouri
$886K +$182K +1,061 +23%
SCA
521
STALEY CAPITAL ADVISERS
Pennsylvania
$885K +$2.74K +16 +0.3%
CTA
522
Chesley Taft & Associates
Illinois
$880K +$120K +700 +16%
FNBOMD
523
First National Bank of Mount Dora
Florida
$879K
BP
524
Ballentine Partners
Massachusetts
$874K
FLI
525
Family Legacy Inc
South Carolina
$872K +$279K +1,627 +48%