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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
826
Dopkins Wealth Management
New York
$1.05M
CHC
827
City Holding Co
West Virginia
$1.05M +$102K +440 +11%
AWP
828
Accretive Wealth Partners
New Jersey
$1.05M -$26.5K -114 -3%
SAM
829
SVRN Asset Management
Texas
$1.04M
CJ
830
Caitlin John
Michigan
$1.04M +$11.6K +50 +1%
Principal Financial Group
831
Principal Financial Group
Iowa
$1.04M +$636K +2,732 +178%
MWM
832
Marion Wealth Management
Pennsylvania
$1.04M
CAG
833
Csenge Advisory Group
Florida
$1.02M -$89.3K -384 -8%
MWM
834
Manske Wealth Management
Texas
$1.02M +$410K +1,761 +72%
TAM
835
Townsend Asset Management
North Carolina
$1.02M +$269K +1,157 +38%
BCM
836
Becker Capital Management
Oregon
$1.02M -$10.5K -45 -1%
SWM
837
Schwallier Wealth Management
Michigan
$1.02M -$31.9K -137 -3%
BCIM
838
Bishop & Co Investment Management
Pennsylvania
$1.01M -$24.4K -105 -2%
GC
839
Grange Capital
Oregon
$1.01M -$91K -391 -9%
VAG
840
Vannoy Advisory Group
Texas
$1.01M -$16.5K -71 -2%
FFS
841
Founders Financial Securities
Maryland
$1.01M -$56.3K -242 -6%
BMCM
842
Burns Matteson Capital Management
New York
$1M -$82.1K -353 -8%
RCI
843
RS Crum Inc
California
$999K
JCM
844
Jacobi Capital Management
Pennsylvania
$998K -$32.6K -140 -3%
FA
845
Fermata Advisors
California
$996K -$44.7K -192 -4%
JDLA
846
J. Derek Lewis & Associates
California
$994K +$465 +2 +0%
QCM
847
QRG Capital Management
Illinois
$991K +$80.3K +345 +9%
DI
848
Disciplined Investments
Oklahoma
$990K -$1.16K -5 -0.1%
WCM
849
Winebrenner Capital Management
Kentucky
$985K +$698 +3 +0.1%
WPA
850
Wealth Preservation Advisors
Tennessee
$984K +$51.4K +221 +6%