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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
576
Chesley Taft & Associates
Illinois
$636K +$595K +3,780 New
CGL
577
Clarius Group LLC
Washington
$635K
OPS
578
Orion Portfolio Solutions
Nebraska
$631K +$601K +3,813 New
RWM
579
Raffa Wealth Management
District of Columbia
$629K +$2.36K +15 +0.4%
GRP
580
Global Retirement Partners
California
$623K +$8.51K +54 +1%
WWM
581
Western Wealth Management
Colorado
$623K +$19.1K +121 +3%
JCM
582
Jacobi Capital Management
Pennsylvania
$616K +$263K +1,672 +82%
PAIM
583
Punch & Associates Investment Management
Minnesota
$614K -$16.2K -103 -3%
IFG
584
Independent Financial Group
California
$611K +$12.9K +82 +2%
PP
585
Pegasus Partners
Wisconsin
$610K +$580K +3,682 New
TA
586
Trellis Advisors
Washington
$606K +$254K +1,610 +78%
MFIMFI
587
Mesirow Financial Investment Management - Fixed Income
Illinois
$604K
MWM
588
Mission Wealth Management
California
$597K +$92.8K +589 +20%
CGIM
589
Cannon Global Investment Management
Florida
$592K +$563K +3,574 New
CIBC World Market
590
CIBC World Market
Ontario, Canada
$586K +$14.8K +94 +3%
WIA
591
World Investment Advisors
California
$584K -$53.7K -341 -9%
PTC
592
Private Trust Company
Ohio
$581K +$215K +1,364 +63%
CWC
593
Carolinas Wealth Consulting
North Carolina
$567K +$48.8K +310 +10%
WA
594
Wambolt & Associates
Colorado
$566K +$197K +1,249 +59%
MHS
595
M Holdings Securities
Oregon
$566K +$538K +3,418 New
STA
596
Summit Trail Advisors
New York
$566K +$539K +3,420 New
NRI
597
NFP Retirement Inc
California
$565K +$537K +3,408 New
DAS
598
Dynamic Advisor Solutions
Arizona
$564K -$2.52K -16 -0.5%
AFA
599
Arlington Financial Advisors
California
$563K
DPI
600
Diversified Portfolios Inc
Michigan
$558K +$630 +4 +0.1%