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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWS
726
Discipline Wealth Solutions
South Carolina
$906K +$501K +2,714 +121%
LFG
727
Larson Financial Group
Missouri
$900K +$143K +774 +19%
WFPG
728
Waller Financial Planning Group
Ohio
$900K +$20.3K +110 +2%
GIM
729
Goelzer Investment Management
Indiana
$890K -$2.03K -11 -0.2%
TCOTS
730
Trust Company of the South
North Carolina
$886K
VFPW
731
Vantage Financial Partners (Wisconsin)
Wisconsin
$882K -$296K -1,603 -25%
CT
732
Caldwell Trust
Florida
$875K -$4.25K -23 -0.5%
GP
733
Girard Partners
Pennsylvania
$875K -$92.4K -500 -9%
BC
734
Bowman & Company
Wisconsin
$867K -$41K -222 -4%
MFA
735
McClarren Financial Advisors
Pennsylvania
$864K +$141K +762 +18%
SLT
736
St Louis Trust
Missouri
$863K +$25.1K +136 +3%
Bessemer Group
737
Bessemer Group
New Jersey
$860K -$217K -1,175 -20%
PCA
738
Prosperity Capital Advisors
Ohio
$855K -$239K -1,292 -22%
SWM
739
Silverlake Wealth Management
Vermont
$835K -$122K -662 -13%
RCI
740
RS Crum Inc
California
$834K +$4.62K +25 +0.5%
BGA
741
Battery Global Advisors
Massachusetts
$834K
QCG
742
Quadrant Capital Group
Ohio
$834K -$30.9K -167 -4%
USCWA
743
U.S. Capital Wealth Advisors
Texas
$833K -$163K -885 -16%
FA
744
Financial Alternatives
California
$832K
WI
745
WrapManager Inc
California
$831K -$53.9K -292 -6%
HFS
746
Hoge Financial Services
Pennsylvania
$825K -$56.7K -307 -6%
WFS
747
Weitzel Financial Services
Iowa
$823K +$12K +65 +1%
FA
748
Flagstar Advisors
New York
$821K +$27.7K +150 +3%
ST
749
Smithfield Trust
Pennsylvania
$820K -$117K -636 -12%
RFA
750
Resurgent Financial Advisors
Georgia
$814K -$927K -5,020 -53%