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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
701
Cutler Investment Counsel
Oregon
$742K -$72.6K -434 -9%
HWM
702
Hemington Wealth Management
Virginia
$741K – – –
CT
703
Caldwell Trust
Florida
$738K +$21.9K +131 +3%
SCM
704
SOL Capital Management
Maryland
$737K -$32.6K -195 -4%
WKWM
705
Walter & Keenan Wealth Management
Indiana
$735K +$1.67K +10 +0.2%
FA
706
Financial Alternatives
California
$735K – – –
SLT
707
St Louis Trust
Missouri
$732K – – –
GIM
708
Goelzer Investment Management
Indiana
$728K – – –
TCA
709
Transcend Capital Advisors
New Jersey
$721K -$11.5K -69 -2%
WFPG
710
Waller Financial Planning Group
Ohio
$716K -$5.02K -30 -0.7%
Allspring Global Investments
711
Allspring Global Investments
North Carolina
$706K -$5.02K -30 -0.7%
OHWA
712
Oak Hill Wealth Advisors
Virginia
$702K +$4.35K +26 +0.6%
ACP
713
Aveo Capital Partners
Colorado
$700K +$1.67K +10 +0.2%
CCM
714
Canal Capital Management
Virginia
$699K – – –
BAMG
715
Brand Asset Management Group
Missouri
$695K +$12.4K +74 +2%
MFA
716
McClarren Financial Advisors
Pennsylvania
$694K +$54.5K +326 +8%
BOH
717
Bank of Hawaii
Hawaii
$692K +$63.5K +380 +10%
ODIJL
718
One Day In July LLC
Vermont
$684K -$2.17K -13 -0.3%
NRG
719
Nemes Rush Group
Michigan
$682K +$167 +1 +0%
Carnegie Investment Counsel
720
Carnegie Investment Counsel
Ohio
$680K -$774K -4,632 -52%
ACM
721
Armbruster Capital Management
New York
$678K – – –
DWA
722
Dougherty Wealth Advisers
Minnesota
$678K – – –
DI
723
Disciplined Investments
Oklahoma
$676K -$24.1K -144 -3%
CWM
724
Collaborative Wealth Management
Florida
$675K -$38.1K -228 -5%
AIA
725
Arbor Investment Advisors
North Carolina
$673K +$52K +311 +8%