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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
576
Curtis Advisory Group
California
$1.9M +$42.9K +209 +2%
CSWM
577
Cassady Schiller Wealth Management
Ohio
$1.89M +$22.2K +108 +1%
Donaldson Capital Management
578
Donaldson Capital Management
Indiana
$1.89M +$1.95M +9,522 New
TFP
579
Triune Financial Partners
Kansas
$1.88M -$14.6K -71 -0.7%
Farmers & Merchants Investments Inc
580
Farmers & Merchants Investments Inc
Nebraska
$1.88M -$5.54K -27 -0.3%
WPWM
581
Windward Private Wealth Management
Kansas
$1.88M -$46K -224 -2%
AFAS
582
Acorn Financial Advisory Services
Virginia
$1.88M -$230K -1,119 -11%
Cullen/Frost Bankers
583
Cullen/Frost Bankers
Texas
$1.87M +$266K +1,298 +16%
Pine Valley Investments
584
Pine Valley Investments
New Jersey
$1.86M +$57.3K +279 +3%
WesBanco Bank
585
WesBanco Bank
West Virginia
$1.86M +$39K +190 +2%
CA
586
Clune & Associates
Illinois
$1.86M +$1.92M +9,367 New
SCP
587
Stevens Capital Partners
Nebraska
$1.85M +$58.3K +284 +3%
TFA
588
Tobias Financial Advisors
Florida
$1.84M -$16.6K -81 -0.9%
AQR Capital Management
589
AQR Capital Management
Connecticut
$1.84M +$510K +2,484 +37%
Envestnet Portfolio Solutions
590
Envestnet Portfolio Solutions
Illinois
$1.84M +$5.75K +28 +0.3%
TCOV
591
Trust Company of Vermont
Vermont
$1.83M +$289K +1,410 +18%
OFP
592
OFC Financial Planning
New Jersey
$1.82M +$1.88M +9,177 New
TNBTD
593
Trustmark National Bank Trust Department
Mississippi
$1.81M +$2.05K +10 +0.1%
TWM
594
Topsail Wealth Management
North Carolina
$1.8M +$1.86M +9,071 New
CFO
595
CVA Family Office
Colorado
$1.8M -$6.36K -31 -0.3%
DSC
596
Duncker Streett & Co
Missouri
$1.8M -$36.5K -178 -2%
Global Retirement Partners
597
Global Retirement Partners
California
$1.79M +$36.1K +176 +2%
SWA
598
Stratos Wealth Advisors
Ohio
$1.77M -$63.6K -310 -3%
TPW
599
Talon Private Wealth
Florida
$1.77M +$1.24M +6,024 +209%
Independent Advisor Alliance
600
Independent Advisor Alliance
North Carolina
$1.76M +$1.82M +8,887 New