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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFL
526
ERn Financial LLC
Wisconsin
$208K +$283K +2,337 New
RWP
527
RWA Wealth Partners
Massachusetts
$207K -$5.49M -45,235 -95%
KCPG
528
Kavar Capital Partners Group
Kansas
$207K
Bessemer Group
529
Bessemer Group
New Jersey
$206K
IA
530
IFG Advisors
Missouri
$206K +$281K +2,316 New
WTC
531
WhitTier Trust Company
Nevada
$204K -$24.9K -205 -8%
KP
532
Keel Point
Alabama
$203K -$110K -909 -28%
VVP
533
Venture Visionary Partners
Ohio
$203K -$27.4K -226 -9%
CFG
534
Citizens Financial Group
Rhode Island
$202K +$276K +2,277 New
OC
535
Oppenheimer & Co
New York
$201K -$225K -1,858 -45%
NAS
536
Nicolet Advisory Services
Wisconsin
$201K -$63.7K -525 -19%
TL
537
TrueWealth LLC
Georgia
$200K -$88.1K -726 -24%
PMFA
538
Plante Moran Financial Advisors
Michigan
$196K -$92.7K -764 -26%
EK
539
Evensky & Katz
Florida
$192K -$216K -1,780 -45%
FA
540
Faithward Advisors
Pennsylvania
$189K +$213K +1,758 +473%
TCOV
541
Trust Company of Vermont
Vermont
$189K +$258K +2,128 New
PAIM
542
Punch & Associates Investment Management
Minnesota
$187K -$111K -912 -30%
CCM
543
Covington Capital Management
California
$182K +$248K +2,046 New
SBSB
544
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K +$97.6K +805 +67%
CCM
545
Colorado Capital Management
Colorado
$163K -$161K -1,328 -42%
FCA
546
FinTrust Capital Advisors
South Carolina
$154K -$17.6K -145 -8%
SSB
547
Sandy Spring Bank
Maryland
$145K +$97.3K +802 +97%
CAAS
548
Capital Asset Advisory Services
Michigan
$143K -$3.24M -26,740 -94%
CAL
549
Capital Advisors Ltd
Ohio
$140K -$1.21K -10 -0.6%
OPS
550
Orion Portfolio Solutions
Nebraska
$139K +$78.4K +646 +71%