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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
701
First National Bank Sioux Falls
South Dakota
$749K +$19.4K +122 +3%
AWM
702
Aevitas Wealth Management
Massachusetts
$746K -$30.6K -192 -4%
GIM
703
Goelzer Investment Management
Indiana
$740K +$88.4K +555 +14%
ACP
704
Aveo Capital Partners
Colorado
$737K -$150K -941 -17%
FA
705
Financial Alternatives
California
$731K +$733K +4,606 New
LWAC
706
Laurel Wealth Advisors (California)
California
$730K +$378K +2,372 +107%
CSIA
707
Conrad Siegel Investment Advisors
Pennsylvania
$729K -$35.2K -221 -5%
AT
708
American Trust
Kentucky
$728K +$52.5K +330 +8%
CT
709
Caldwell Trust
Florida
$727K +$37.7K +237 +5%
BAMG
710
Brand Asset Management Group
Missouri
$725K +$17.4K +109 +2%
LWM
711
Lodestone Wealth Management
Washington
$722K +$724K +4,545 New
BWP
712
BSW Wealth Partners
Colorado
$720K -$276K -1,735 -28%
Renaissance Technologies
713
Renaissance Technologies
New York
$715K +$111K +700 +18%
CCM
714
Canal Capital Management
Virginia
$711K +$15.1K +95 +2%
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
$705K +$176K +1,104 +33%
MHS
716
M Holdings Securities
Oregon
$703K +$404K +2,538 +134%
LF
717
Lantz Financial
Illinois
$703K +$194K +1,221 +38%
Arkadios Wealth Advisors
718
Arkadios Wealth Advisors
Georgia
$701K +$20.7K +130 +3%
NFP
719
Narus Financial Partners
Utah
$699K +$135K +849 +24%
WH
720
Willner & Heller
California
$698K -$5.09K -32 -0.7%
KA
721
Kovack Advisors
Florida
$695K -$57K -358 -8%
Vanguard Personalized Indexing Management
722
Vanguard Personalized Indexing Management
California
$691K +$122K +767 +21%
RFG Advisory
723
RFG Advisory
Alabama
$687K -$140K -880 -18%
SCM
724
SOL Capital Management
Maryland
$686K +$133K +833 +24%
RTL
725
Red Tortoise LLC
Georgia
$685K +$687K +4,314 New