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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
526
Telos Capital Management
California
$2.4M -$57.4K -274 -2%
GCA
527
Gradient Capital Advisors
California
$2.4M -$48.2K -230 -2%
PFS
528
Prospera Financial Services
Texas
$2.39M -$204K -975 -8%
CA
529
Clune & Associates
Illinois
$2.39M +$55.1K +263 +2%
NF
530
Nikulski Financial
Iowa
$2.39M -$638K -3,045 -21%
CPA
531
Capital Performance Advisors
California
$2.36M -$495K -2,363 -17%
MFG
532
Midwest Financial Group
Kansas
$2.35M +$26.4K +126 +1%
MSF
533
Mustard Seed Financial
Arkansas
$2.34M +$40K +191 +2%
SJL
534
Shayne & Jacobs LLC
Tennessee
$2.32M
SI
535
Seeds Investor
New York
$2.32M +$19.5K +93 +0.9%
FAI
536
Fiduciary Advisors Inc
Missouri
$2.31M +$58.4K +279 +3%
FUBT
537
First United Bank & Trust
Maryland
$2.29M +$359K +1,716 +19%
SMA
538
Sage Mountain Advisors
Georgia
$2.29M
SB
539
Simmons Bank
Arkansas
$2.26M -$83.1K -397 -4%
MC
540
Matisse Capital
Oregon
$2.26M
PA
541
Powerhouse Assets
Massachusetts
$2.25M +$2.22M +10,622 New
RA
542
RoundAngle Advisors
New Jersey
$2.25M +$62.2K +297 +3%
MS
543
Monetary Solutions
Ohio
$2.24M +$2.22M +10,598 New
WA
544
WP Advisors
California
$2.23M -$293K -1,398 -12%
KeyBank National Association
545
KeyBank National Association
Ohio
$2.23M -$28.3K -135 -1%
SWP
546
Stratos Wealth Partners
Ohio
$2.22M +$13.6K +65 +0.6%
AFA
547
Arlington Financial Advisors
California
$2.22M +$2.19M +10,477 New
LW
548
Livet Wealth
Utah
$2.21M +$2.19M +10,438 New
CPWL
549
Coquina Private Wealth LLC
Florida
$2.21M +$2.18M +10,418 New
SW
550
SlateStone Wealth
Florida
$2.21M -$26K -124 -1%