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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
576
TFO Wealth Partners
Ohio
$710K -$7.97K -46 -1%
HNB
577
Huntington National Bank
Ohio
$707K +$596K +3,439 New
HA
578
HYA Advisors
Missouri
$699K -$87.3K -504 -11%
NDSI
579
Newman Dignan & Sheerar Inc
Rhode Island
$698K +$8.32K +48 +1%
FA
580
Fortis Advisors
Pennsylvania
$694K -$4.52M -26,108 -87%
UR
581
USCA RIA
Texas
$694K +$15.8K +91 +2%
CIBC World Market
582
CIBC World Market
Ontario, Canada
$689K +$74.3K +429 +12%
JCM
583
Jacobi Capital Management
Pennsylvania
$688K +$42.5K +245 +7%
FLA
584
Financial Life Advisors
Texas
$683K -$94.6K -546 -12%
BWA
585
BDO Wealth Advisors
Florida
$681K -$34.5K -199 -5%
TWP
586
Tempus Wealth Planning
California
$678K +$178K +1,027 +36%
DBRC
587
D.B. Root & Company
Pennsylvania
$675K -$1.73K -10 -0.3%
WWM
588
Western Wealth Management
Colorado
$674K +$21.1K +122 +3%
DPI
589
Diversified Portfolios Inc
Michigan
$674K +$88K +508 +15%
MD
590
Money Design
Japan
$673K
ODIJL
591
One Day In July LLC
Vermont
$667K -$3.12K -18 -0.5%
CGL
592
Clarius Group LLC
Washington
$666K
RWM
593
Raffa Wealth Management
District of Columbia
$665K +$5.2K +30 +0.8%
Cerity Partners
594
Cerity Partners
New York
$654K +$93.9K +542 +17%
HIGP
595
Hill Investment Group Partners
Missouri
$649K +$648K +3,738 New
SAM
596
Secure Asset Management
Michigan
$647K +$645K +3,724 New
PAIM
597
Punch & Associates Investment Management
Minnesota
$644K -$693 -4 -0.1%
CAM
598
Cidel Asset Management
Ontario, Canada
$640K -$135K -780 -17%
WP
599
WMS Partners
Maryland
$638K +$73.8K +426 +13%
MWM
600
Mission Wealth Management
California
$637K +$10.9K +63 +2%