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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
726
HFG Advisors
Ohio
$906K -$107K -580 -10%
DWS
727
Discipline Wealth Solutions
South Carolina
$906K +$501K +2,714 +121%
LFG
728
Larson Financial Group
Missouri
$900K +$143K +774 +19%
WFPG
729
Waller Financial Planning Group
Ohio
$900K +$20.3K +110 +2%
GIM
730
Goelzer Investment Management
Indiana
$890K -$2.03K -11 -0.2%
TCOTS
731
Trust Company of the South
North Carolina
$886K – – –
VFPW
732
Vantage Financial Partners (Wisconsin)
Wisconsin
$882K -$296K -1,603 -25%
CT
733
Caldwell Trust
Florida
$875K -$4.25K -23 -0.5%
GP
734
Girard Partners
Pennsylvania
$875K -$92.4K -500 -9%
BC
735
Bowman & Company
Wisconsin
$867K -$41K -222 -4%
MFA
736
McClarren Financial Advisors
Pennsylvania
$864K +$141K +762 +18%
SLT
737
St Louis Trust
Missouri
$863K +$25.1K +136 +3%
Bessemer Group
738
Bessemer Group
New Jersey
$860K -$217K -1,175 -20%
PCA
739
Prosperity Capital Advisors
Ohio
$855K -$239K -1,292 -22%
SWM
740
Silverlake Wealth Management
Vermont
$835K -$122K -662 -13%
RCI
741
RS Crum Inc
California
$834K +$4.62K +25 +0.5%
BGA
742
Battery Global Advisors
Massachusetts
$834K – – –
QCG
743
Quadrant Capital Group
Ohio
$834K -$30.9K -167 -4%
USCWA
744
U.S. Capital Wealth Advisors
Texas
$833K -$163K -885 -16%
FA
745
Financial Alternatives
California
$832K – – –
WI
746
WrapManager Inc
California
$831K -$53.9K -292 -6%
HFS
747
Hoge Financial Services
Pennsylvania
$825K -$56.7K -307 -6%
WFS
748
Weitzel Financial Services
Iowa
$823K +$12K +65 +1%
FA
749
Flagstar Advisors
New York
$821K +$27.7K +150 +3%
ST
750
Smithfield Trust
Pennsylvania
$820K -$117K -636 -12%