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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Probity Advisors
Texas
$1.95M -$61.9K -322 -3%
KAM
552
Kraft Asset Management
Tennessee
$1.94M – – –
TCWM
553
Total Clarity Wealth Management
Illinois
$1.93M -$666K -3,467 -27%
TFP
554
Triune Financial Partners
Kansas
$1.92M -$71.1K -370 -4%
Farmers & Merchants Investments Inc
555
Farmers & Merchants Investments Inc
Nebraska
$1.91M +$10.2K +53 +0.6%
PWM
556
Paulson Wealth Management
Illinois
$1.91M -$529K -2,754 -22%
CSWM
557
Cassady Schiller Wealth Management
Ohio
$1.89M -$2.12K -11 -0.1%
TFA
558
Tobias Financial Advisors
Florida
$1.88M +$20.6K +107 +1%
TFS
559
Thoroughbred Financial Services
Tennessee
$1.88M +$119K +618 +7%
CAG
560
Curtis Advisory Group
California
$1.88M +$13.8K +72 +0.8%
TD Private Client Wealth
561
TD Private Client Wealth
New York
$1.86M +$212K +1,101 +13%
SWA
562
Stratos Wealth Advisors
Ohio
$1.86M -$45.2K -235 -2%
Envestnet Portfolio Solutions
563
Envestnet Portfolio Solutions
Illinois
$1.86M -$1.65M -8,561 -48%
DSC
564
Duncker Streett & Co
Missouri
$1.85M -$106K -551 -6%
WesBanco Bank
565
WesBanco Bank
West Virginia
$1.84M +$1.35K +7 +0.1%
Csenge Advisory Group
566
Csenge Advisory Group
Florida
$1.84M -$213K -1,106 -11%
TNBTD
567
Trustmark National Bank Trust Department
Mississippi
$1.83M +$30.2K +157 +2%
Pine Valley Investments
568
Pine Valley Investments
New Jersey
$1.83M -$38.1K -198 -2%
CFO
569
CVA Family Office
Colorado
$1.83M -$106K -554 -6%
SCP
570
Stevens Capital Partners
Nebraska
$1.81M +$19.8K +103 +1%
Huntington National Bank
571
Huntington National Bank
Ohio
$1.79M – – –
Global Retirement Partners
572
Global Retirement Partners
California
$1.78M +$78.6K +409 +5%
WBC
573
West Branch Capital
Massachusetts
$1.77M -$79.4K -413 -4%
Brandes Investment Partners
574
Brandes Investment Partners
California
$1.76M +$1.38M +7,177 +447%
GPA
575
Guidance Point Advisors
Massachusetts
$1.76M +$17.7K +92 +1%