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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
801
Glenview Trust
Kentucky
$496K -$7.8K -49 -2%
SOAG
802
Silver Oak Advisory Group
Oregon
$493K -$147K -923 -23%
WA
803
Wealthstream Advisors
New York
$492K -$10.2K -64 -2%
IC
804
IEQ Capital
California
$488K -$47K -295 -9%
TWA
805
TCI Wealth Advisors
Arizona
$488K -$20.4K -128 -4%
DWM
806
Dopkins Wealth Management
New York
$487K +$3.18K +20 +0.7%
GC
807
Grimes & Company
Massachusetts
$485K +$6.21K +39 +1%
VCM
808
Vivaldi Capital Management
Illinois
$484K +$159 +1 +0%
CIBC World Market
809
CIBC World Market
Ontario, Canada
$484K +$75.1K +472 +18%
JCM
810
Jag Capital Management
Missouri
$482K -$78.3K -492 -14%
Citadel Advisors
811
Citadel Advisors
Florida
$481K +$482K +3,026 New
EPWM
812
Essex Private Wealth Management
Massachusetts
$480K +$40.6K +255 +9%
UI
813
Unconventional Investor
New Hampshire
$480K
BFC
814
Bedel Financial Consulting
Indiana
$479K +$18K +113 +4%
AA
815
Addison Advisors
Vermont
$479K +$480K +3,015 New
BIM
816
Baldwin Investment Management
Pennsylvania
$478K -$15.4K -97 -3%
RA
817
Resolute Advisors
California
$474K +$3.18K +20 +0.7%
AHC
818
Anderson Hoagland & Co
Missouri
$473K -$34.9K -219 -7%
PFG
819
PAX Financial Group
Texas
$471K +$3.82K +24 +0.8%
SWM
820
SeaCrest Wealth Management
New York
$471K +$62.1K +390 +15%
NW
821
NewEdge Wealth
Pennsylvania
$470K -$44.3K -278 -9%
D
822
Diversified
Delaware
$464K +$190K +1,191 +69%
CAG
823
Crestwood Advisors Group
Massachusetts
$459K -$3.18K -20 -0.7%
CAM
824
Clark Asset Management
New Hampshire
$457K +$459K +2,880 New
WWM
825
Western Wealth Management
Colorado
$457K -$477K -2,995 -51%