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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
676
Busey Bank
Illinois
$261K +$237K +1,836 New
WF
677
WoodTrust Financial
Wisconsin
$260K -$151K -1,173 -39%
AP
678
Appleton Partners
Massachusetts
$260K -$76.1K -590 -24%
WP
679
WealthSource Partners
California
$259K +$258 +2 +0.1%
CIP
680
Cornerstone Investment Partners
Georgia
$259K +$235K +1,819 New
TWM
681
TriaGen Wealth Management
California
$258K +$234K +1,813 New
WGCA
682
Wolf Group Capital Advisors
Virginia
$255K +$231K +1,794 New
IIA
683
IPG Investment Advisors
California
$254K +$230K +1,785 New
TA
684
TFG Advisers
Michigan
$251K -$8.26K -64 -3%
FWM
685
Foresight Wealth Management
Utah
$251K +$228K +1,765 New
CCA
686
Column Capital Advisors
Indiana
$249K
WCAMG
687
Woodard & Company Asset Management Group
North Carolina
$249K
KFGK
688
Keystone Financial Group (Kentucky)
Kentucky
$249K +$226K +1,754 New
CAL
689
Capital Advisors Ltd
Ohio
$247K +$2.45K +19 +1%
WI
690
Wintrust Investments
Illinois
$246K -$80.6K -625 -27%
LRPA
691
L. Roy Papp & Associates
Arizona
$246K +$223K +1,729 New
CAS
692
Coppell Advisory Solutions
Texas
$244K +$221K +1,716 New
HVP
693
Hudson Value Partners
Florida
$241K +$219K +1,699 New
PIA
694
Pinion Investment Advisors
Kansas
$240K -$92.5K -717 -30%
Franklin Resources
695
Franklin Resources
California
$240K +$97.5K +756 +81%
CCM
696
Colorado Capital Management
Colorado
$239K +$216K +1,678 New
AFAS
697
Acorn Financial Advisory Services
Virginia
$239K +$217K +1,680 New
NAS
698
Nicolet Advisory Services
Wisconsin
$239K +$217K +1,681 New
RC
699
Rovin Capital
Arizona
$236K +$214K +1,660 New
CHP
700
Cable Hill Partners
Oregon
$235K +$213K +1,649 New