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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
751
Nicolet Advisory Services
Wisconsin
$279K -$2.23K -13 -0.8%
VDBMI
752
Van Den Berg Management I
Texas
$277K +$6.85K +40 +3%
LL
753
LPWM LLC
Minnesota
$273K -$20.7K -121 -7%
W
754
Wealthquest
Ohio
$273K
BIA
755
Bell Investment Advisors
California
$273K +$276K +1,612 New
BCI
756
Brinker Capital Investments
Pennsylvania
$271K
SPL
757
Smart Portfolios LLC
Washington
$269K
BWA
758
Beam Wealth Advisors
Louisiana
$267K -$19.2K -112 -7%
WGCA
759
Wolf Group Capital Advisors
Virginia
$267K +$31.8K +186 +13%
FHC
760
First Heartland Consultants
Missouri
$266K -$66.6K -389 -20%
GLA
761
Good Life Advisors
Pennsylvania
$266K -$8.9K -52 -3%
SNT
762
Security National Trust
West Virginia
$265K
EHPM
763
Emery Howard Portfolio Management
California
$265K +$1.03K +6 +0.4%
CWP
764
Corepath Wealth Partners
Arizona
$263K
MP
765
McDonald Partners
Ohio
$263K
WCAMG
766
Woodard & Company Asset Management Group
North Carolina
$262K -$360K -2,100 -58%
CI
767
Ceera Investments
Texas
$259K +$11.1K +65 +4%
Fisher Asset Management
768
Fisher Asset Management
Washington
$259K +$25.7K +150 +11%
FA
769
Fiducient Advisors
Illinois
$257K
EK
770
Evensky & Katz
Florida
$257K +$856 +5 +0.3%
RBFC
771
Roman Butler Fullerton & Co
Missouri
$255K
AA
772
Argent Advisors
Louisiana
$254K
SAM
773
Summit Asset Management
Tennessee
$254K
SAF
774
Smith Anglin Financial
Texas
$254K +$257K +1,501 New
SFG
775
StrategIQ Financial Group
Indiana
$253K +$2.4K +14 +0.9%