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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
701
Goelzer Investment Management
Indiana
$755K -$14.8K -94 -2%
FTUS
702
Flow Traders U.S.
New York
$755K +$719K +4,567 New
MOS
703
MGO One Seven
Ohio
$749K -$487K -3,091 -41%
WFPG
704
Waller Financial Planning Group
Ohio
$747K +$10.4K +66 +1%
CT
705
Caldwell Trust
Florida
$744K -$17.5K -111 -2%
Allspring Global Investments
706
Allspring Global Investments
North Carolina
$738K
CWM
707
Collaborative Wealth Management
Florida
$737K -$194K -1,232 -22%
FOA
708
Five Oceans Advisors
California
$732K +$30.9K +196 +5%
CCM
709
Canal Capital Management
Virginia
$725K
DI
710
Disciplined Investments
Oklahoma
$724K -$521K -3,307 -43%
AFG
711
Atomi Financial Group
New York
$724K +$68K +432 +11%
ACP
712
Aveo Capital Partners
Colorado
$724K +$127K +808 +23%
OHWA
713
Oak Hill Wealth Advisors
Virginia
$724K -$4.09K -26 -0.6%
HVP
714
Hudson Value Partners
Florida
$719K +$296K +1,879 +76%
HSA
715
HBK Sorce Advisory
Pennsylvania
$719K -$258K -1,636 -27%
WS
716
Wedbush Securities
California
$717K -$940K -5,971 -58%
AA
717
AlphaQ Advisors
Florida
$716K -$38.6K -245 -5%
IA
718
IFG Advisors
Missouri
$713K +$79.7K +506 +13%
ODIJL
719
One Day In July LLC
Vermont
$712K -$37.5K -238 -5%
BAMG
720
Brand Asset Management Group
Missouri
$708K -$43.8K -278 -6%
NRG
721
Nemes Rush Group
Michigan
$707K +$673K +4,277 New
ACM
722
Armbruster Capital Management
New York
$703K -$51.3K -326 -7%
DWA
723
Dougherty Wealth Advisers
Minnesota
$703K
WIA
724
World Investment Advisors
California
$700K -$941K -5,980 -59%
MWM
725
Mission Wealth Management
California
$690K +$150K +951 +30%