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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
576
Cassady Schiller Wealth Management
Ohio
$1.89M +$22.2K +108 +1%
DCM
577
Donaldson Capital Management
Indiana
$1.89M +$1.95M +9,522 New
TFP
578
Triune Financial Partners
Kansas
$1.88M -$14.6K -71 -0.7%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$1.88M -$5.54K -27 -0.3%
WPWM
580
Windward Private Wealth Management
Kansas
$1.88M -$46K -224 -2%
AFAS
581
Acorn Financial Advisory Services
Virginia
$1.88M -$230K -1,119 -11%
CFB
582
Cullen/Frost Bankers
Texas
$1.87M +$266K +1,298 +16%
PVI
583
Pine Valley Investments
New Jersey
$1.86M +$57.3K +279 +3%
WB
584
WesBanco Bank
West Virginia
$1.86M +$39K +190 +2%
CA
585
Clune & Associates
Illinois
$1.86M +$1.92M +9,367 New
SCP
586
Stevens Capital Partners
Nebraska
$1.85M +$58.3K +284 +3%
TFA
587
Tobias Financial Advisors
Florida
$1.84M -$16.6K -81 -0.9%
AQR Capital Management
588
AQR Capital Management
Connecticut
$1.84M +$510K +2,484 +37%
Envestnet Portfolio Solutions
589
Envestnet Portfolio Solutions
Illinois
$1.84M +$5.75K +28 +0.3%
TCOV
590
Trust Company of Vermont
Vermont
$1.83M +$289K +1,410 +18%
OFP
591
OFC Financial Planning
New Jersey
$1.82M +$1.88M +9,177 New
TNBTD
592
Trustmark National Bank Trust Department
Mississippi
$1.81M +$2.05K +10 +0.1%
TWM
593
Topsail Wealth Management
North Carolina
$1.8M +$1.86M +9,071 New
CFO
594
CVA Family Office
Colorado
$1.8M -$6.36K -31 -0.3%
DSC
595
Duncker Streett & Co
Missouri
$1.8M -$36.5K -178 -2%
GRP
596
Global Retirement Partners
California
$1.79M +$36.1K +176 +2%
SWA
597
Stratos Wealth Advisors
Ohio
$1.77M -$63.6K -310 -3%
TPW
598
Talon Private Wealth
Florida
$1.77M +$1.24M +6,024 +209%
IAA
599
Independent Advisor Alliance
North Carolina
$1.76M +$1.82M +8,887 New
Empower Advisory Group
600
Empower Advisory Group
Colorado
$1.76M +$193K +939 +12%