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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
626
Diversified Portfolios Inc
Michigan
$719K +$79.3K +499 +11%
TMWM
627
Taylor & Morgan Wealth Management
Michigan
$714K -$283K -1,782 -26%
GJIC
628
Gamble Jones Investment Counsel
California
$708K
AWM
629
Aevitas Wealth Management
Massachusetts
$701K -$2.86K -18 -0.4%
PAIM
630
Punch & Associates Investment Management
Minnesota
$700K +$21.6K +136 +3%
Neuberger Berman Group
631
Neuberger Berman Group
New York
$699K -$257K -1,619 -25%
HI
632
Harper Investing
California
$698K -$65K -409 -8%
LNWWM
633
Laird Norton Wetherby Wealth Management
California
$698K +$774K +4,870 New
PCP
634
Proficio Capital Partners
Massachusetts
$691K -$807K -5,080 -51%
CSIA
635
Conrad Siegel Investment Advisors
Pennsylvania
$690K -$2.18M -13,702 -74%
QFA
636
Quantum Financial Advisors
California
$688K
MSFS
637
Main Street Financial Solutions
Pennsylvania
$686K +$41.5K +261 +6%
TFS
638
Thoroughbred Financial Services
Tennessee
$685K -$4.29K -27 -0.6%
PP
639
Pegasus Partners
Wisconsin
$684K
BS
640
Boenning & Scattergood
Pennsylvania
$679K -$289K -1,821 -28%
KA
641
Kovack Advisors
Florida
$679K -$141K -887 -16%
TC
642
TAP Consulting
Missouri
$676K -$48.1K -303 -6%
SWM
643
Soundmark Wealth Management
Washington
$672K +$92.4K +582 +14%
FOA
644
Five Oceans Advisors
California
$671K -$21.8K -137 -3%
SCA
645
Snowden Capital Advisors
New York
$667K -$5.88K -37 -0.8%
RA
646
Rise Advisors
New York
$664K +$2.7K +17 +0.4%
LWM
647
Liberty Wealth Management
California
$662K +$23.5K +148 +3%
MF
648
Meridian Financial
Massachusetts
$659K +$26.8K +169 +4%
FNBSF
649
First National Bank Sioux Falls
South Dakota
$658K +$64.2K +404 +10%
TC
650
Trilogy Capital
California
$655K -$239K -1,502 -25%