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Vanguard Morningstar Small-Cap Value ETF

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