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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
776
Grimes & Company
Massachusetts
$569K +$12.4K +79 +2%
BCM
777
Becker Capital Management
Oregon
$569K
KDA
778
Kraft Davis & Associates
Missouri
$567K +$524K +3,328 New
LPT
779
Legacy Private Trust
Wisconsin
$561K -$445K -2,825 -45%
LW
780
Libra Wealth
California
$560K
SPW
781
Sonoma Private Wealth
California
$558K -$137K -868 -20%
TMWM
782
Taylor & Morgan Wealth Management
Michigan
$556K -$194K -1,232 -27%
ECG
783
EPIQ Capital Group
California
$550K +$2.83K +18 +0.5%
BWA
784
BDO Wealth Advisors
Florida
$545K
ECM
785
Evergreen Capital Management
Washington
$545K +$173K +1,099 +50%
BWP
786
BSW Wealth Partners
Colorado
$545K +$66.6K +423 +15%
EWM
787
Evermay Wealth Management
Virginia
$543K -$2.05K -13 -0.4%
TWA
788
TCI Wealth Advisors
Arizona
$543K +$32.6K +207 +7%
TWP
789
TFO Wealth Partners
Ohio
$542K +$157 +1 +0%
VA
790
Valmark Advisers
Ohio
$539K -$989K -6,282 -66%
AWM
791
Axxcess Wealth Management
California
$538K -$182K -1,158 -26%
GT
792
Glenview Trust
Kentucky
$538K +$20.3K +129 +4%
WTA
793
Washington Trust Advisors
Massachusetts
$536K
RWM
794
Rockwood Wealth Management
Pennsylvania
$531K +$1.57K +10 +0.3%
PFG
795
PAX Financial Group
Texas
$528K +$26.4K +168 +6%
BB
796
Busey Bank
Illinois
$528K
CB
797
Centennial Bank
Arkansas
$528K
RA
798
Rise Advisors
New York
$527K -$3.31K -21 -0.7%
CP
799
Camelot Portfolios
Ohio
$523K -$15.3K -97 -3%
CIBC World Market
800
CIBC World Market
Ontario, Canada
$520K +$18.1K +115 +4%