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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
526
USCA RIA
Texas
$556K – – –
DBRC
527
D.B. Root & Company
Pennsylvania
$552K +$502K +3,888 New
PAM
528
Peak Asset Management
Colorado
$548K -$8.51K -66 -2%
ODIJL
529
One Day In July LLC
Vermont
$548K +$58.4K +453 +13%
LIM
530
Leavell Investment Management
Alabama
$547K -$1.52M -11,784 -75%
CGL
531
Clarius Group LLC
Washington
$546K -$7.87K -61 -2%
PAIM
532
Punch & Associates Investment Management
Minnesota
$542K +$120K +930 +32%
NDSI
533
Newman Dignan & Sheerar Inc
Rhode Island
$539K +$11.1K +86 +2%
RWM
534
Raffa Wealth Management
District of Columbia
$538K +$3.35K +26 +0.7%
Global Retirement Partners
535
Global Retirement Partners
California
$528K -$1.81K -14 -0.4%
CFO
536
CVA Family Office
Colorado
$526K +$57.4K +445 +14%
PFA
537
Paradigm Financial Advisors
Missouri
$524K -$124K -961 -21%
PBF
538
Petix & Botte Financial
California
$524K -$15.4K -119 -3%
TCI Wealth Advisors
539
TCI Wealth Advisors
Arizona
$521K -$15.7K -122 -3%
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$520K +$471K +3,654 New
MFIMFI
541
Mesirow Financial Investment Management - Fixed Income
Illinois
$519K – – –
Western Wealth Management
542
Western Wealth Management
Colorado
$517K +$10.4K +81 +2%
Independent Financial Group
543
Independent Financial Group
California
$513K +$102K +787 +28%
JCM
544
Jag Capital Management
Missouri
$509K – – –
CreativeOne Wealth
545
CreativeOne Wealth
Kansas
$509K +$462K +3,580 New
FLI
546
Family Legacy Inc
South Carolina
$492K +$387 +3 +0.1%
LA
547
LexAurum Advisors
Kansas
$492K +$10.7K +83 +2%
CIBC World Market
548
CIBC World Market
Ontario, Canada
$490K +$445K +3,446 New
Dynamic Advisor Solutions
549
Dynamic Advisor Solutions
Arizona
$487K -$183K -1,417 -29%
SWM
550
Selective Wealth Management
Virginia
$487K +$4.39K +34 +1%