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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
676
Capasso Planning Partners
South Carolina
$564K +$624K +3,930 New
APIM
677
Agate Pass Investment Management
Washington
$562K -$4.76K -30 -0.8%
AWP
678
Accretive Wealth Partners
New Jersey
$561K -$19.7K -124 -3%
RWP
679
RWA Wealth Partners
Massachusetts
$557K +$616K +3,881 New
MAM
680
McLean Asset Management
Virginia
$554K -$46.1K -290 -7%
VCP
681
Vista Capital Partners
Oregon
$554K +$24K +151 +4%
TNA
682
True North Advisors
Texas
$552K -$176K -1,110 -22%
RIA
683
Realta Investment Advisors
Delaware
$552K +$20.6K +130 +3%
CGL
684
Clarius Group LLC
Washington
$550K – – –
CHC
685
City Holding Co
West Virginia
$548K -$1.59K -10 -0.3%
LFA
686
Landmark Financial Advisors
Kentucky
$547K -$3.18K -20 -0.5%
Renaissance Technologies
687
Renaissance Technologies
New York
$545K -$842K -5,300 -58%
IA
688
IFG Advisors
Missouri
$545K +$156K +985 +35%
MP
689
McDonald Partners
Ohio
$543K -$219K -1,381 -27%
CF
690
Centaurus Financial
California
$539K -$15.9K -100 -3%
BWA
691
BDO Wealth Advisors
Florida
$538K -$86.9K -547 -13%
LSPW
692
Lake Street Private Wealth
Illinois
$537K -$91K -573 -13%
SWM
693
Silverlake Wealth Management
Vermont
$531K +$124K +780 +27%
GIA
694
Gladstone Institutional Advisory
Florida
$531K -$47.5K -299 -7%
MFG
695
MidWestOne Financial Group
Iowa
$531K +$149K +937 +34%
CWC
696
Carolinas Wealth Consulting
North Carolina
$525K +$2.38K +15 +0.4%
FLA
697
Financial Life Advisors
Texas
$523K -$8.26K -52 -1%
EA
698
Eudaimonia Advisors
Tennessee
$516K -$4.61K -29 -0.8%
RFA
699
Resurgent Financial Advisors
Georgia
$514K -$68.9K -434 -11%
Vanguard Personalized Indexing Management
700
Vanguard Personalized Indexing Management
California
$514K +$14.1K +89 +3%