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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
801
Clarius Group LLC
Washington
$782K
GS
802
GWN Securities
Florida
$775K +$803K +4,064 New
SCM
803
Spreng Capital Management
Ohio
$773K -$13.4K -68 -2%
HIP
804
HUB Investment Partners
Texas
$772K +$260K +1,318 +47%
LPT
805
Legacy Private Trust
Wisconsin
$769K -$242K -1,227 -23%
FF
806
Friday Financial
Iowa
$768K
BI
807
Berkeley Inc
Idaho
$767K -$297K -1,503 -27%
WI
808
WrapManager Inc
California
$765K -$593 -3 -0.1%
JCIA
809
Jackson Creek Investment Advisors
Colorado
$765K +$6.12K +31 +0.8%
SFPG
810
Stonebridge Financial Planning Group
Florida
$765K +$198 +1 +0%
RWM
811
Raffa Wealth Management
District of Columbia
$764K +$395 +2 +0%
GLLW
812
Graves Light Lenhart Wealth
Virginia
$763K
PCM
813
Prospera Capital Management
Arizona
$760K +$806K +4,082 New
WFPG
814
Waller Financial Planning Group
Ohio
$759K -$170K -861 -17%
BC
815
Bowman & Company
Wisconsin
$759K -$82.6K -418 -9%
AGWCA
816
Annis Gardner Whiting Capital Advisors
Florida
$753K -$177K -897 -18%
HWM
817
Hemington Wealth Management
Virginia
$752K
SHF
818
Stage Harbor Financial
Massachusetts
$749K +$557K +2,818 +235%
KA
819
KDT Advisors
New York
$747K +$511K +2,585 +181%
WH
820
Willner & Heller
California
$745K -$22.1K -112 -3%
Neuberger Berman Group
821
Neuberger Berman Group
New York
$740K -$23.1K -117 -3%
AMM
822
American Money Management
California
$734K +$2.77K +14 +0.4%
EFG
823
Embree Financial Group
Illinois
$733K +$1.19K +6 +0.2%
LSA
824
Lion Street Advisors
Texas
$731K -$40.1K -203 -5%
ACM
825
Armbruster Capital Management
New York
$729K -$10.7K -54 -1%