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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
526
Vivaldi Capital Management
Illinois
$800K -$1.26K -8 -0.2%
SWM
527
Spire Wealth Management
Virginia
$795K +$1.35M +8,585 New
SFA
528
Sequoia Financial Advisors
Ohio
$791K -$2.83K -18 -0.4%
Bank of Montreal
529
Bank of Montreal
Ontario, Canada
$790K -$1.67M -10,596 -69%
CIC
530
Cutler Investment Counsel
Oregon
$777K -$3.15K -20 -0.4%
CWAG
531
Compton Wealth Advisory Group
Virginia
$776K +$240K +1,525 +48%
BUB
532
BBVA USA Bancshares
Texas
$768K -$91.4K -580 -11%
MWA
533
Martel Wealth Advisors
Washington
$765K -$158K -1,003 -18%
ATWA
534
Arbor Trust Wealth Advisors
Michigan
$763K +$415K +2,635 +133%
MAM
535
McLean Asset Management
Virginia
$759K -$97.2K -617 -12%
HA
536
HYA Advisors
Missouri
$751K -$8.66K -55 -1%
BAMG
537
Brand Asset Management Group
Missouri
$749K -$39.7K -252 -5%
HCIA
538
Hochman Cole Investment Advisors
Illinois
$746K
FLA
539
Financial Life Advisors
Texas
$742K -$8.82K -56 -1%
CAM
540
Cidel Asset Management
Ontario, Canada
$739K +$703K +4,463 New
PAM
541
Peak Asset Management
Colorado
$733K +$89.8K +570 +15%
FTUS
542
Flow Traders U.S.
New York
$728K +$692K +4,396 New
PFA
543
Pure Financial Advisors
California
$727K -$143K -907 -17%
CP
544
Camelot Portfolios
Ohio
$724K +$689K +4,372 New
BDF
545
Balasa Dinverno & Foltz
$718K -$72.5K -460 -10%
CFB
546
Cullen/Frost Bankers
Texas
$708K -$10.7K -68 -2%
AIM
547
AMI Investment Management
Indiana
$708K
VCM
548
Versant Capital Management
Arizona
$705K -$27.6K -175 -4%
UFA
549
US Financial Advisors
Massachusetts
$702K -$32.8K -208 -5%
LFA
550
Landmark Financial Advisors
Kentucky
$700K -$163K -1,035 -20%