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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NF
726
Nikulski Financial
Iowa
$534K +$4.92K +30 +0.8%
ORC
727
O'Rourke & Company
Massachusetts
$533K +$253K +1,541 +76%
LHEI
728
Leo H. Evart Inc
California
$531K -$86.4K -527 -13%
PA
729
Procyon Advisors
Connecticut
$531K -$492 -3 -0.1%
SOAG
730
Silver Oak Advisory Group
Oregon
$530K -$12.6K -77 -2%
CWM
731
Cahill Wealth Management
Michigan
$529K +$14.8K +90 +3%
JCM
732
Jag Capital Management
Missouri
$528K -$97.7K -596 -14%
PCM
733
Pointe Capital Management
Michigan
$528K
RFC
734
Regions Financial Corp
Alabama
$524K -$148K -900 -20%
Vanguard Personalized Indexing Management
735
Vanguard Personalized Indexing Management
California
$523K -$4.92K -30 -0.9%
NP
736
NorthRock Partners
Minnesota
$521K +$984 +6 +0.2%
GSWM
737
Greenup Street Wealth Management
Michigan
$519K +$568K +3,462 New
FA
738
Flagstar Advisors
New York
$518K +$568K +3,462 New
FFP
739
Forbes Financial Planning
Rhode Island
$516K +$328 +2 +0.1%
RTL
740
Red Tortoise LLC
Georgia
$512K +$246K +1,499 +78%
TWP
741
TFO Wealth Partners
Ohio
$503K -$47.1K -287 -8%
CAM
742
Cozad Asset Management
Illinois
$500K +$88.1K +537 +19%
OSAM
743
O'Shaughnessy Asset Management
Connecticut
$495K -$5.41K -33 -1%
PCG
744
Private Capital Group
Connecticut
$494K -$7.73M -47,160 -93%
MWM
745
Mission Wealth Management
California
$492K +$93.5K +570 +21%
IC
746
IEQ Capital
California
$490K +$31.5K +192 +6%
TWA
747
TCI Wealth Advisors
Arizona
$489K +$328 +2 +0.1%
SCM
748
SOL Capital Management
Maryland
$486K +$11.5K +70 +2%
FF
749
Financial Futures
New Jersey
$484K -$79K -482 -13%
CWA
750
Canvas Wealth Advisors
Kansas
$484K +$6.72K +41 +1%