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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
576
HC Advisors
Georgia
$1.08M -$5.33K -30 -0.5%
PSF
577
Pacific Sun Financial
California
$1.08M +$19.6K +110 +2%
RRA
578
Round Rock Advisors
Connecticut
$1.08M +$1.07M +6,015 New
AWP
579
Abacus Wealth Partners
California
$1.07M +$33.8K +190 +3%
WFPG
580
Waller Financial Planning Group
Ohio
$1.07M -$88K -495 -8%
GA
581
Greenspring Advisors
Maryland
$1.05M +$1.05M +5,882 New
Luther King Capital Management (LKCM)
582
Luther King Capital Management (LKCM)
Texas
$1.05M – – –
TDWM
583
Topel & Distasi Wealth Management
California
$1.04M +$1.04M +5,843 New
CCG
584
Chatham Capital Group
Georgia
$1.04M -$107K -600 -9%
EAM
585
Evanson Asset Management
California
$1.04M +$3.2K +18 +0.3%
SCG
586
Sonata Capital Group
Washington
$1.03M +$28.5K +160 +3%
GGS
587
Galvin Gaustad & Stein
Arizona
$1.03M +$689K +3,873 +206%
AIM
588
Acropolis Investment Management
Missouri
$1.03M +$25.6K +144 +3%
BMCM
589
Burns Matteson Capital Management
New York
$1.02M -$28.5K -160 -3%
IWC
590
Integrated Wealth Concepts
Massachusetts
$1.01M -$609K -3,426 -38%
BC
591
Burney Company
Virginia
$1M -$75.6K -425 -7%
M&T Bank
592
M&T Bank
New York
$1M +$22.8K +128 +2%
CIC
593
Cutler Investment Counsel
Oregon
$1M -$35.6K -200 -3%
GWM
594
Geneos Wealth Management
Colorado
$1M +$133K +746 +15%
FNBOMD
595
First National Bank of Mount Dora
Florida
$977K +$47.1K +265 +5%
Allspring Global Investments
596
Allspring Global Investments
North Carolina
$976K +$971K +5,462 New
PCIA
597
Prime Capital Investment Advisors
Kansas
$970K -$11.1M -62,273 -92%
MOS
598
MGO One Seven
Ohio
$965K -$17.8K -100 -2%
ATWA
599
Arbor Trust Wealth Advisors
Michigan
$963K +$112K +630 +13%
WAP
600
Wealthcare Advisory Partners
Pennsylvania
$946K +$115K +646 +14%