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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lake Street Private Wealth
726
Lake Street Private Wealth
Illinois
$610K +$104K +599 +21%
CWM
727
Cahill Wealth Management
Michigan
$606K +$599K +3,445 New
Arlington Financial Advisors
728
Arlington Financial Advisors
California
$604K +$5.56K +32 +0.9%
Versant Capital Management
729
Versant Capital Management
Arizona
$602K -$15.6K -90 -3%
MFA
730
McClarren Financial Advisors
Pennsylvania
$602K +$348 +2 +0.1%
FNBSF
731
First National Bank Sioux Falls
South Dakota
$602K +$20.9K +120 +4%
Sadoff Investment Management
732
Sadoff Investment Management
Wisconsin
$596K +$589K +3,387 New
HBK Sorce Advisory
733
HBK Sorce Advisory
Pennsylvania
$593K – – –
O'Shaughnessy Asset Management
734
O'Shaughnessy Asset Management
Connecticut
$587K +$35.1K +202 +6%
Kestra Private Wealth Services
735
Kestra Private Wealth Services
Texas
$586K +$269K +1,545 +87%
Meritage Portfolio Management
736
Meritage Portfolio Management
Kansas
$583K – – –
Edge Capital Group
737
Edge Capital Group
Georgia
$580K +$15.8K +91 +3%
DA
738
Doliver Advisors
Texas
$575K +$568K +3,267 New
TCI Wealth Advisors
739
TCI Wealth Advisors
Arizona
$574K +$3.65K +21 +0.6%
Glenview Trust
740
Glenview Trust
Kentucky
$574K +$78.8K +453 +16%
Kovitz Investment Group Partners
741
Kovitz Investment Group Partners
Illinois
$568K -$169K -974 -23%
MP
742
McDonald Partners
Ohio
$562K +$555K +3,194 New
SWM
743
Southern Wealth Management
Texas
$561K +$554K +3,187 New
Dorsey & Whitney Trust
744
Dorsey & Whitney Trust
South Dakota
$560K +$2.09K +12 +0.4%
SCM
745
SOL Capital Management
Maryland
$559K – – –
WMS Partners
746
WMS Partners
Maryland
$555K +$549K +3,155 New
FA
747
Fortis Advisors
Pennsylvania
$554K +$1.91K +11 +0.4%
Grimes & Company
748
Grimes & Company
Massachusetts
$549K -$66.9K -385 -11%
Wealthstream Advisors
749
Wealthstream Advisors
New York
$546K +$695 +4 +0.1%
Renaissance Technologies
750
Renaissance Technologies
New York
$545K -$296K -1,700 -35%