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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
726
HYA Advisors
Missouri
$536K -$20.2K -123 -3%
NF
727
Nikulski Financial
Iowa
$534K +$4.92K +30 +0.8%
ORC
728
O'Rourke & Company
Massachusetts
$533K +$253K +1,541 +76%
LHEI
729
Leo H. Evart Inc
California
$531K -$86.4K -527 -13%
PA
730
Procyon Advisors
Connecticut
$531K -$492 -3 -0.1%
SOAG
731
Silver Oak Advisory Group
Oregon
$530K -$12.6K -77 -2%
CWM
732
Cahill Wealth Management
Michigan
$529K +$14.8K +90 +3%
JCM
733
Jag Capital Management
Missouri
$528K -$97.7K -596 -14%
PCM
734
Pointe Capital Management
Michigan
$528K – – –
RFC
735
Regions Financial Corp
Alabama
$524K -$148K -900 -20%
Vanguard Personalized Indexing Management
736
Vanguard Personalized Indexing Management
California
$523K -$4.92K -30 -0.9%
NP
737
NorthRock Partners
Minnesota
$521K +$984 +6 +0.2%
GSWM
738
Greenup Street Wealth Management
Michigan
$519K +$568K +3,462 New
FA
739
Flagstar Advisors
New York
$518K +$568K +3,462 New
FFP
740
Forbes Financial Planning
Rhode Island
$516K +$328 +2 +0.1%
RTL
741
Red Tortoise LLC
Georgia
$512K +$246K +1,499 +78%
TWP
742
TFO Wealth Partners
Ohio
$503K -$47.1K -287 -8%
CAM
743
Cozad Asset Management
Illinois
$500K +$88.1K +537 +19%
OSAM
744
O'Shaughnessy Asset Management
Connecticut
$495K -$5.41K -33 -1%
PCG
745
Private Capital Group
Connecticut
$494K -$7.73M -47,160 -93%
MWM
746
Mission Wealth Management
California
$492K +$93.5K +570 +21%
IC
747
IEQ Capital
California
$490K +$31.5K +192 +6%
TWA
748
TCI Wealth Advisors
Arizona
$489K +$328 +2 +0.1%
SCM
749
SOL Capital Management
Maryland
$486K +$11.5K +70 +2%
FF
750
Financial Futures
New Jersey
$484K -$79K -482 -13%