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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GGS
726
Galvin Gaustad & Stein
Arizona
$959K -$33.4K -185 -4%
BWP
727
BSW Wealth Partners
Colorado
$959K +$162K +900 +22%
FDDB
728
Fidelity D&D Bancorp
Pennsylvania
$955K -$63.2K -350 -7%
BC
729
Bowman & Company
Wisconsin
$954K -$70K -388 -7%
Montag & Associates
730
Montag & Associates
Georgia
$951K +$541 +3 +0.1%
WIC
731
Woodmont Investment Counsel
Tennessee
$945K -$17.1K -95 -2%
ACP
732
Aveo Capital Partners
Colorado
$944K +$47.3K +262 +5%
DWT
733
Dorsey & Whitney Trust
South Dakota
$943K +$108K +601 +14%
SIA
734
Schechter Investment Advisors
Michigan
$943K -$54.3K -301 -6%
GIM
735
Goelzer Investment Management
Indiana
$938K – – –
SWA
736
Stratos Wealth Advisors
Ohio
$937K +$156K +865 +22%
BOH
737
Bank of Hawaii
Hawaii
$932K -$112K -620 -11%
TCOTS
738
Trust Company of the South
North Carolina
$932K +$370K +2,048 +73%
WI
739
WrapManager Inc
California
$930K -$2.17K -12 -0.2%
HFS
740
Hoge Financial Services
Pennsylvania
$926K -$12.8K -71 -1%
HPFG
741
Hart & Patterson Financial Group
Massachusetts
$926K -$9.74K -54 -1%
Mission Wealth Management
742
Mission Wealth Management
California
$925K +$128K +711 +17%
WFPG
743
Waller Financial Planning Group
Ohio
$925K -$5.23K -29 -0.6%
CT
744
Caldwell Trust
Florida
$924K – – –
WQ
745
Wealth Quarterback
New Jersey
$912K -$50.7K -281 -6%
Quadrant Capital Group
746
Quadrant Capital Group
Ohio
$909K – – –
GSWM
747
Greenup Street Wealth Management
Michigan
$903K -$462K -2,559 -35%
CPRC
748
Consolidated Portfolio Review Corp
New York
$889K -$14.8K -82 -2%
HWM
749
Hemington Wealth Management
Virginia
$888K – – –
EW
750
Evoke Wealth
California
$886K +$833K +4,616 New