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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
751
TRUE Private Wealth Advisors
Oregon
$806K -$20K -108 -2%
DWT
752
Dorsey & Whitney Trust
South Dakota
$803K -$95.3K -516 -10%
ODIJL
753
One Day In July LLC
Vermont
$802K -$9.61K -52 -1%
CCM
754
Canal Capital Management
Virginia
$800K
Neuberger Berman Group
755
Neuberger Berman Group
New York
$799K +$17.7K +96 +2%
Allspring Global Investments
756
Allspring Global Investments
North Carolina
$797K
DI
757
Disciplined Investments
Oklahoma
$792K +$6.1K +33 +0.8%
CGL
758
Clarius Group LLC
Washington
$785K +$86.1K +466 +12%
KNFPWM
759
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$785K -$189K -1,021 -19%
CHC
760
City Holding Co
West Virginia
$784K -$3.88K -21 -0.5%
TWP
761
Tyche Wealth Partners
Texas
$782K
WH
762
Willner & Heller
California
$777K -$12.2K -66 -2%
DWA
763
Dougherty Wealth Advisers
Minnesota
$776K
NRG
764
Nemes Rush Group
Michigan
$769K -$23.6K -128 -3%
JCIA
765
Jackson Creek Investment Advisors
Colorado
$766K +$62.1K +336 +9%
MWM
766
Mission Wealth Management
California
$765K -$116K -630 -13%
D
767
Diversified
Delaware
$765K +$205K +1,109 +36%
WIC
768
Woodmont Investment Counsel
Tennessee
$763K -$137K -742 -15%
AMM
769
American Money Management
California
$761K -$5.91K -32 -0.8%
BWM
770
BKM Wealth Management
Wisconsin
$755K +$77K +417 +11%
RWM
771
Raffa Wealth Management
District of Columbia
$747K
HWM
772
Hemington Wealth Management
Virginia
$737K -$108K -586 -13%
WQ
773
Wealth Quarterback
New Jersey
$736K -$133K -719 -15%
CTA
774
Chesley Taft & Associates
Illinois
$735K -$46.2K -250 -6%
HSBC Holdings
775
HSBC Holdings
United Kingdom
$734K +$415K +2,248 +127%