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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
551
Pacific Sun Financial
California
$958K +$15.1K +95 +1%
GA
552
GFS Advisors
Texas
$950K
MOS
553
MGO One Seven
Ohio
$947K +$48.4K +305 +5%
FLPIM
554
F.L. Putnam Investment Management
Massachusetts
$943K -$11.9K -75 -1%
TFS
555
TrustCore Financial Services
Tennessee
$940K +$7.78K +49 +0.8%
KAM
556
KEB Asset Management
Illinois
$939K -$3.65K -23 -0.4%
JCM
557
Jacobi Capital Management
Pennsylvania
$939K +$18.3K +115 +2%
CB
558
Cadence Bank
Mississippi
$938K +$276K +1,736 +36%
BWM
559
BCS Wealth Management
Tennessee
$933K +$5.88K +37 +0.6%
FFG
560
Ford Financial Group
California
$924K -$5.52M -34,721 -84%
ST
561
Smithfield Trust
Pennsylvania
$923K +$105K +659 +11%
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$915K -$192K -1,207 -16%
LPT
563
Legacy Private Trust
Wisconsin
$914K
CWM
564
Collaborative Wealth Management
Florida
$913K -$31.3K -197 -3%
EVC
565
Eidelman Virant Capital
Missouri
$912K +$4.92K +31 +0.5%
HWM
566
Hemington Wealth Management
Virginia
$908K -$389K -2,447 -28%
OCPWS
567
One Charles Private Wealth Services
Massachusetts
$908K +$47K +296 +5%
FHC
568
Forest Hill Capital
Arkansas
$903K +$31.8K +200 +3%
BWP
569
BSW Wealth Partners
Colorado
$899K -$91.3K -575 -8%
AIA
570
Alera Investment Advisors
Illinois
$899K
JWM
571
Janiczek Wealth Management
Colorado
$896K +$159 +1 +0%
MFT
572
Moisand Fitzgerald Tamayo
Florida
$895K -$3.97K -25 -0.4%
WI
573
WrapManager Inc
California
$894K -$25.3K -159 -2%
IWC
574
Integrated Wealth Concepts
Massachusetts
$884K +$36.1K +227 +4%
CWAG
575
Compton Wealth Advisory Group
Virginia
$883K -$16.7K -105 -2%