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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
626
TCF National Bank
South Dakota
$515K
PA
627
Procyon Advisors
Connecticut
$507K -$21.6K -137 -4%
WFA
628
Wells Financial Advisors
Massachusetts
$502K +$154K +977 +48%
MWM
629
Meridian Wealth Management
Kentucky
$499K -$18K -114 -4%
EIG
630
Ellenbecker Investment Group
Wisconsin
$498K -$208K -1,322 -31%
TWA
631
TCI Wealth Advisors
Arizona
$495K -$106K -674 -18%
GC
632
Gibson Capital
Pennsylvania
$494K
GC
633
Grimes & Company
Massachusetts
$489K
PHS
634
Pekin Hardy Strauss
Illinois
$488K +$30.7K +195 +7%
DWT
635
Dorsey & Whitney Trust
South Dakota
$487K +$138K +879 +43%
SWM
636
Selective Wealth Management
Virginia
$486K -$76.9K -488 -14%
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$484K -$25.5K -162 -5%
VCP
638
Vista Capital Partners
Oregon
$482K -$166K -1,054 -27%
MW
639
Marcum Wealth
Ohio
$482K -$17.2K -109 -4%
CA
640
Calton & Associates
Florida
$480K +$74.2K +471 +19%
SF
641
Synovus Financial
Georgia
$478K -$690K -4,379 -60%
RA
642
Resolute Advisors
California
$477K +$1.73K +11 +0.4%
TWP
643
Tempus Wealth Planning
California
$476K +$453K +2,877 New
KTM
644
Keeler Thomas Management
Utah
$475K -$17.5K -111 -4%
BFC
645
Bedel Financial Consulting
Indiana
$471K -$10.4K -66 -2%
RWI
646
Red Wave Investments
Pennsylvania
$470K +$28.8K +183 +7%
GT
647
Glenview Trust
Kentucky
$465K
IGGA
648
Iron Gate Global Advisors
Utah
$464K +$441K +2,802 New
BWP
649
Baldwin Wealth Partners
Massachusetts
$462K
EPWM
650
Essex Private Wealth Management
Massachusetts
$458K