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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
601
Community Financial Services Group
Vermont
$1.65M -$272K -1,467 -15%
CFO
602
CVA Family Office
Colorado
$1.65M -$90.7K -490 -5%
PWS
603
Precision Wealth Strategies
Missouri
$1.64M +$1.56M +8,421 New
Victory Capital Management
604
Victory Capital Management
Texas
$1.64M
CD
605
Chapin Davis
Maryland
$1.64M +$7.77K +42 +0.5%
NP
606
NorthRock Partners
Minnesota
$1.63M +$419K +2,266 +37%
PCM
607
Parsons Capital Management
Rhode Island
$1.63M +$37.4K +202 +2%
I
608
InvesTrust
Oklahoma
$1.62M -$2.59K -14 -0.2%
CSB
609
City State Bank
Iowa
$1.61M -$32.4K -175 -2%
PCMC
610
Paragon Capital Management (Colorado)
Colorado
$1.6M -$88.9K -480 -6%
IAS
611
Insigneo Advisory Services
Florida
$1.59M -$27K -146 -2%
HF
612
HRT Financial
New York
$1.57M +$1.49M +8,042 New
IA
613
IFP Advisors
Florida
$1.56M -$1.95M -10,553 -57%
TCOV
614
Trust Company of Vermont
Vermont
$1.56M -$143K -770 -9%
MSWMA
615
Market Street Wealth Management Advisors
Indiana
$1.55M -$25.9K -140 -2%
MSA
616
Marino Stram & Associates
Massachusetts
$1.55M +$1.47M +7,932 New
MSWM
617
McGlone Suttner Wealth Management
Wisconsin
$1.55M -$92.6K -500 -6%
VA
618
VestGen Advisors
Illinois
$1.53M -$620K -3,351 -30%
FFN
619
Focus Financial Network
Minnesota
$1.53M -$94.4K -510 -6%
KWM
620
Kingsview Wealth Management
Oregon
$1.52M -$46.6K -252 -3%
SHFA
621
SC&H Financial Advisors
Maryland
$1.52M -$65K -351 -4%
WIP
622
WealthCare Investment Partners
Rhode Island
$1.51M +$1.3K +7 +0.1%
BWP
623
BSW Wealth Partners
Colorado
$1.51M +$333K +1,800 +30%
CCA
624
Clarity Capital Advisors
Florida
$1.49M +$321K +1,732 +29%
RFS
625
Richardson Financial Services
Massachusetts
$1.49M +$116K +628 +9%