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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Windsor Wealth Management
Indiana
$750K +$401K +2,308 +112%
One Day In July LLC
677
One Day In July LLC
Vermont
$748K +$4.52K +26 +0.6%
NFP
678
Narus Financial Partners
Utah
$741K +$732K +4,209 New
EA
679
Eudaimonia Advisors
Tennessee
$735K -$155K -892 -18%
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$734K -$195K -1,119 -21%
Balasa Dinverno & Foltz
681
Balasa Dinverno & Foltz
$734K -$30.1K -173 -4%
RFA
682
Resurgent Financial Advisors
Georgia
$731K +$144K +826 +25%
Larson Financial Group
683
Larson Financial Group
Missouri
$730K -$39.1K -225 -5%
Goelzer Investment Management
684
Goelzer Investment Management
Indiana
$729K -$152K -873 -17%
TA
685
Trellis Advisors
Washington
$728K -$1.29M -7,394 -64%
AWP
686
Accretive Wealth Partners
New Jersey
$724K -$17.9K -103 -2%
McLean Asset Management
687
McLean Asset Management
Virginia
$724K -$13.9K -80 -2%
AWCI
688
Alpine Woods Capital Investors
New York
$724K – – –
LHEI
689
Leo H. Evart Inc
California
$717K +$11.5K +66 +2%
Gladstone Institutional Advisory
690
Gladstone Institutional Advisory
Florida
$713K -$9.39K -54 -1%
Raffa Wealth Management
691
Raffa Wealth Management
District of Columbia
$710K +$2.26K +13 +0.3%
RIA
692
Realta Investment Advisors
Delaware
$710K +$313K +1,803 +81%
DBRC
693
D.B. Root & Company
Pennsylvania
$703K +$12.7K +73 +2%
Pure Financial Advisors
694
Pure Financial Advisors
California
$696K -$44.5K -256 -6%
APIM
695
Agate Pass Investment Management
Washington
$695K – – –
SJS Investment Consulting
696
SJS Investment Consulting
Ohio
$687K +$8.52K +49 +1%
CGL
697
Clarius Group LLC
Washington
$686K – – –
Valeo Financial Advisors
698
Valeo Financial Advisors
Indiana
$686K +$1.45M +8,344 +323%
CP
699
Camelot Portfolios
Ohio
$684K -$10.4K -60 -2%
JCM
700
Jag Capital Management
Missouri
$683K +$90.8K +522 +15%