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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
726
Capital Advisors Ltd
Ohio
$307K +$18.6K +118 +7%
QC
727
QCM Cayman
Texas
$307K +$292K +1,852 New
MMHP
728
Murphy Middleton Hinkle & Parker
Georgia
$306K – – –
TFCP
729
Twin Focus Capital Partners
Massachusetts
$306K – – –
1SB
730
1ST Source Bank
Indiana
$306K +$291K +1,849 New
Busey Bank
731
Busey Bank
Illinois
$304K – – –
AP
732
Appleton Partners
Massachusetts
$304K +$1.57K +10 +0.5%
RPWA
733
Regent Peak Wealth Advisors
Georgia
$301K -$43.6K -277 -13%
WF
734
WoodTrust Financial
Wisconsin
$301K -$1.42K -9 -0.5%
Cornerstone Investment Partners
735
Cornerstone Investment Partners
Georgia
$301K – – –
C1AG
736
Client 1st Advisory Group
Florida
$299K – – –
IIA
737
IPG Investment Advisors
California
$296K – – –
EK
738
Evensky & Katz
Florida
$294K -$92.6K -588 -25%
TFA
739
TPG Financial Advisors
Oregon
$292K -$100K -635 -26%
BWA
740
Beam Wealth Advisors
Louisiana
$285K +$15K +95 +6%
GLA
741
Good Life Advisors
Pennsylvania
$283K -$98.9K -628 -27%
VDBMI
742
Van Den Berg Management I
Texas
$282K -$46.5K -295 -15%
KFGK
743
Keystone Financial Group (Kentucky)
Kentucky
$282K -$8.19K -52 -3%
RegentAtlantic Capital
744
RegentAtlantic Capital
New Jersey
$282K +$40.2K +255 +18%
SCA
745
Snowden Capital Advisors
New York
$281K +$267K +1,698 New
AFAS
746
Acorn Financial Advisory Services
Virginia
$281K +$2.52K +16 +1%
BWM
747
Birchcreek Wealth Management
Ohio
$280K -$52K -330 -16%
Franklin Resources
748
Franklin Resources
California
$279K – – –
Krilogy Financial
749
Krilogy Financial
Missouri
$279K +$265K +1,682 New
NAS
750
Nicolet Advisory Services
Wisconsin
$278K -$630 -4 -0.2%