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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
626
Geneva Partners
Wisconsin
$559K +$173 +1 +0%
KTM
627
Keeler Thomas Management
Utah
$557K +$56.8K +328 +11%
WIA
628
World Investment Advisors
California
$556K -$33.8K -195 -6%
ECG
629
Edge Capital Group
Georgia
$556K -$347 -2 -0.1%
LWM
630
Liberty Wealth Management
California
$556K +$549K +3,167 +6,334%
Vanguard Personalized Indexing Management
631
Vanguard Personalized Indexing Management
California
$555K
NF
632
Nikulski Financial
Iowa
$554K +$97.9K +565 +21%
VCM
633
Vivaldi Capital Management
Illinois
$553K -$240K -1,386 -30%
KM
634
Kalos Management
Georgia
$552K +$132K +760 +31%
TC
635
TownSquare Capital
Utah
$550K +$2.6K +15 +0.5%
SLT
636
St Louis Trust
Missouri
$549K
TWA
637
TCI Wealth Advisors
Arizona
$549K +$30.5K +176 +6%
HFA
638
Hoover Financial Advisors
Pennsylvania
$547K +$24.4K +141 +5%
DSA
639
Droms Strauss Advisors
Missouri
$540K +$125K +722 +30%
AHC
640
Anderson Hoagland & Co
Missouri
$538K -$40K -231 -7%
VCP
641
Vista Capital Partners
Oregon
$534K +$28.1K +162 +6%
PA
642
Procyon Advisors
Connecticut
$532K
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$529K +$388K +2,240 +278%
MWM
644
Meridian Wealth Management
Kentucky
$521K -$2.25K -13 -0.4%
CA
645
Calton & Associates
Florida
$520K +$14.2K +82 +3%
CWA
646
Canvas Wealth Advisors
Kansas
$520K +$158K +914 +44%
GC
647
Gibson Capital
Pennsylvania
$518K
SCA
648
Snowden Capital Advisors
New York
$512K +$217K +1,253 +74%
GC
649
Grimes & Company
Massachusetts
$512K
MW
650
Marcum Wealth
Ohio
$512K +$7.11K +41 +1%