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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
551
Independent Financial Group
California
$767K -$7.19K -42 -0.9%
PAIM
552
Punch & Associates Investment Management
Minnesota
$761K +$135K +788 +21%
LFG
553
Larson Financial Group
Missouri
$753K +$60.1K +351 +9%
BDF
554
Balasa Dinverno & Foltz
$748K +$13.9K +81 +2%
BFM
555
Boothbay Fund Management
New York
$744K +$383K +2,236 +103%
AWA
556
Arkadios Wealth Advisors
Georgia
$742K -$342 -2 -0%
EA
557
Elm Advisors
California
$726K +$21.6K +126 +3%
AIM
558
AMI Investment Management
Indiana
$724K
CFB
559
Cullen/Frost Bankers
Texas
$723K +$28.8K +168 +4%
AWP
560
Accretive Wealth Partners
New Jersey
$714K -$3.25K -19 -0.4%
HA
561
HYA Advisors
Missouri
$713K +$16.8K +98 +2%
BIM
562
Baldwin Investment Management
Pennsylvania
$712K +$1.2K +7 +0.2%
BOH
563
Bank of Hawaii
Hawaii
$709K
WKWM
564
Walter & Keenan Wealth Management
Indiana
$707K +$715K +4,176 New
LFA
565
Landmark Financial Advisors
Kentucky
$700K +$10.3K +60 +1%
AWCI
566
Alpine Woods Capital Investors
New York
$696K
AP
567
Advisor Partners
California
$695K -$5.31K -31 -0.7%
PFA
568
Pure Financial Advisors
California
$694K -$18.5K -108 -3%
Renaissance Technologies
569
Renaissance Technologies
New York
$694K +$702K +4,100 New
HIGP
570
Hill Investment Group Partners
Missouri
$692K +$59.7K +349 +9%
USCWA
571
U.S. Capital Wealth Advisors
Texas
$686K +$693K +4,051 New
JCM
572
Jacobi Capital Management
Pennsylvania
$684K +$12.5K +73 +2%
CIBC World Market
573
CIBC World Market
Ontario, Canada
$683K +$11.1K +65 +2%
DPI
574
Diversified Portfolios Inc
Michigan
$678K +$21.6K +126 +3%
DAS
575
Dynamic Advisor Solutions
Arizona
$677K +$66.3K +387 +11%