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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
676
Kathmere Capital Management
Pennsylvania
$261K -$36.6K -284 -13%
BB
677
Busey Bank
Illinois
$261K +$237K +1,836 New
WF
678
WoodTrust Financial
Wisconsin
$260K -$151K -1,173 -39%
AP
679
Appleton Partners
Massachusetts
$260K -$76.1K -590 -24%
WP
680
WealthSource Partners
California
$259K +$258 +2 +0.1%
CIP
681
Cornerstone Investment Partners
Georgia
$259K +$235K +1,819 New
TWM
682
TriaGen Wealth Management
California
$258K +$234K +1,813 New
WGCA
683
Wolf Group Capital Advisors
Virginia
$255K +$231K +1,794 New
IIA
684
IPG Investment Advisors
California
$254K +$230K +1,785 New
TA
685
TFG Advisers
Michigan
$251K -$8.26K -64 -3%
FWM
686
Foresight Wealth Management
Utah
$251K +$228K +1,765 New
CCA
687
Column Capital Advisors
Indiana
$249K – – –
WCAMG
688
Woodard & Company Asset Management Group
North Carolina
$249K – – –
KFGK
689
Keystone Financial Group (Kentucky)
Kentucky
$249K +$226K +1,754 New
CAL
690
Capital Advisors Ltd
Ohio
$247K +$2.45K +19 +1%
WI
691
Wintrust Investments
Illinois
$246K -$80.6K -625 -27%
LRPA
692
L. Roy Papp & Associates
Arizona
$246K +$223K +1,729 New
CAS
693
Coppell Advisory Solutions
Texas
$244K +$221K +1,716 New
HVP
694
Hudson Value Partners
Florida
$241K +$219K +1,699 New
PIA
695
Pinion Investment Advisors
Kansas
$240K -$92.5K -717 -30%
Franklin Resources
696
Franklin Resources
California
$240K +$97.5K +756 +81%
CCM
697
Colorado Capital Management
Colorado
$239K +$216K +1,678 New
AFAS
698
Acorn Financial Advisory Services
Virginia
$239K +$217K +1,680 New
NAS
699
Nicolet Advisory Services
Wisconsin
$239K +$217K +1,681 New
RC
700
Rovin Capital
Arizona
$236K +$214K +1,660 New