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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
Sterling Investment Counsel
New York
$678K +$18.3K +105 +3%
LFA
702
Landmark Financial Advisors
Kentucky
$675K -$7.82K -45 -1%
CHC
703
City Holding Co
West Virginia
$661K +$23.5K +135 +4%
FLA
704
Financial Life Advisors
Texas
$656K -$19.6K -113 -3%
FF
705
Financial Futures
New Jersey
$653K -$35.6K -205 -5%
HA
706
HYA Advisors
Missouri
$651K +$1.56K +9 +0.2%
GP
707
Greenline Partners
New York
$644K +$174K +1,000 +38%
TWP
708
TFO Wealth Partners
Ohio
$642K -$234K -1,345 -27%
AIM
709
Anchor Investment Management
South Carolina
$641K +$46.9K +270 +8%
CWC
710
Carolinas Wealth Consulting
North Carolina
$639K +$1.74K +10 +0.3%
PHS
711
Pekin Hardy Strauss
Illinois
$637K +$8.35K +48 +1%
AP
712
Advisor Partners
California
$635K -$140K -807 -18%
SOAG
713
Silver Oak Advisory Group
Oregon
$635K +$7.82K +45 +1%
HF
714
Halpern Financial
Virginia
$624K +$617K +3,548 New
PA
715
Procyon Advisors
Connecticut
$624K +$80.8K +465 +15%
NF
716
Nikulski Financial
Iowa
$621K +$42.6K +245 +7%
PCM
717
Pointe Capital Management
Michigan
$620K -$6.08K -35 -1%
Vanguard Personalized Indexing Management
718
Vanguard Personalized Indexing Management
California
$620K +$52.2K +300 +9%
VCP
719
Vista Capital Partners
Oregon
$617K +$52.7K +303 +9%
CTFG
720
Capstone Triton Financial Group
Oklahoma
$613K -$2.26K -13 -0.4%
FFP
721
Forbes Financial Planning
Rhode Island
$612K +$51.5K +296 +9%
NP
722
NorthRock Partners
Minnesota
$611K +$25.9K +149 +4%
BCI
723
Brinker Capital Investments
Pennsylvania
$610K -$9.39K -54 -2%
PP
724
Pegasus Partners
Wisconsin
$610K
LSPW
725
Lake Street Private Wealth
Illinois
$610K +$104K +599 +21%