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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
601
Petix & Botte Financial
California
$1.41M -$435K -2,357 -23%
Millennium Management
602
Millennium Management
New York
$1.4M -$1.03M -5,562 -42%
HB
603
Horizon Bancorp
Indiana
$1.4M -$313K -1,695 -18%
ECG
604
Edge Capital Group
Georgia
$1.4M -$68.9K -373 -5%
GVAG
605
Great Valley Advisor Group
Delaware
$1.39M +$69.5K +376 +5%
NDSI
606
Newman Dignan & Sheerar Inc
Rhode Island
$1.38M -$47.1K -255 -3%
NCTC
607
New Covenant Trust Company
Indiana
$1.38M -$16.4K -89 -1%
EE
608
EWG Elevate
California
$1.37M +$169K +914 +14%
BWM
609
BigSur Wealth Management
Florida
$1.37M
MA
610
Mutual Advisors
Nebraska
$1.36M +$36.2K +196 +3%
KWM
611
Kingsview Wealth Management
Oregon
$1.36M +$62.3K +337 +5%
EHAM
612
Eagle Harbor Asset Management
Washington
$1.35M -$49.5K -268 -4%
GA
613
GFS Advisors
Texas
$1.34M +$860K +4,658 +63%
PWMG
614
Pioneer Wealth Management Group
Texas
$1.33M -$133K -721 -9%
MPW
615
MGO Private Wealth
California
$1.33M -$37.5K -203 -3%
WFAG
616
Wescott Financial Advisory Group
Pennsylvania
$1.33M +$370K +2,002 +38%
CD
617
Chapin Davis
Maryland
$1.32M -$41.2K -223 -3%
CMBA
618
C.M. Bidwell & Associates
Hawaii
$1.32M -$185 -1 -0%
BEAM
619
Baker Ellis Asset Management
Washington
$1.32M
MC
620
Matisse Capital
Oregon
$1.32M
RTL
621
Red Tortoise LLC
Georgia
$1.32M -$13.7K -74 -1%
BP
622
Ballentine Partners
Massachusetts
$1.31M +$271K +1,468 +26%
1IA
623
1834 Investment Advisors
Wisconsin
$1.29M +$76.8K +416 +6%
LWM
624
Liberty Wealth Management
California
$1.28M +$3.6M +19,493 +288%
SWM
625
Sagace Wealth Management
Florida
$1.28M +$1.22M +6,619 New