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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Compass Ion Advisors
Pennsylvania
$732K +$3.61K +22 +0.5%
FOA
652
Five Oceans Advisors
California
$722K -$49.2K -300 -6%
TFS
653
Thoroughbred Financial Services
Tennessee
$720K +$13K +79 +2%
CB
654
Cadence Bank
Mississippi
$720K +$55.9K +341 +8%
Luther King Capital Management (LKCM)
655
Luther King Capital Management (LKCM)
Texas
$716K
PP
656
Pegasus Partners
Wisconsin
$714K +$213K +1,301 +38%
EHAM
657
Eagle Harbor Asset Management
Washington
$713K +$70.4K +429 +10%
PAIM
658
Punch & Associates Investment Management
Minnesota
$710K -$49.2K -300 -6%
SCA
659
Snowden Capital Advisors
New York
$703K -$2.62K -16 -0.3%
TWM
660
TriaGen Wealth Management
California
$699K +$321K +1,958 +72%
Macquarie Group
661
Macquarie Group
Australia
$695K +$761K +4,639 New
RA
662
Rise Advisors
New York
$691K -$328 -2 -0%
CT
663
Caldwell Trust
Florida
$688K +$44.4K +271 +6%
WKWM
664
Walter & Keenan Wealth Management
Indiana
$686K +$24.8K +151 +3%
FA
665
Fiducient Advisors
Illinois
$685K +$500K +3,049 +201%
MSFS
666
Main Street Financial Solutions
Pennsylvania
$678K -$2.3K -14 -0.3%
DPI
667
Diversified Portfolios Inc
Michigan
$676K -$364K -2,217 -33%
LWM
668
Liberty Wealth Management
California
$669K +$27.7K +169 +4%
WIA
669
World Investment Advisors
California
$666K -$9.15M -55,778 -93%
MF
670
Meridian Financial
Massachusetts
$663K -$15.7K -96 -2%
WAP
671
Wealthcare Advisory Partners
Pennsylvania
$662K +$41K +250 +6%
WH
672
Willner & Heller
California
$660K -$12.6K -77 -2%
MA
673
Montag & Associates
Georgia
$658K -$52K -317 -7%
BAMG
674
Brand Asset Management Group
Missouri
$657K -$96.8K -590 -12%
CCM
675
Canal Capital Management
Virginia
$657K +$719K +4,382 New