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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
826
Yukon Wealth Management
Kansas
$1.06M +$296K +1,273 +41%
MA
827
Mezzasalma Advisors
New Jersey
$1.05M +$21.4K +92 +2%
IA
828
IFG Advisors
Missouri
$1.05M +$698 +3 +0.1%
WWM
829
Western Wealth Management
Colorado
$1.05M -$31.9K -137 -3%
DWM
830
Dopkins Wealth Management
New York
$1.05M – – –
CHC
831
City Holding Co
West Virginia
$1.05M +$102K +440 +11%
AWP
832
Accretive Wealth Partners
New Jersey
$1.05M -$26.5K -114 -3%
SAM
833
SVRN Asset Management
Texas
$1.04M – – –
CJ
834
Caitlin John
Michigan
$1.04M +$11.6K +50 +1%
Principal Financial Group
835
Principal Financial Group
Iowa
$1.04M +$636K +2,732 +178%
MWM
836
Marion Wealth Management
Pennsylvania
$1.04M – – –
CAG
837
Csenge Advisory Group
Florida
$1.02M -$89.3K -384 -8%
MWM
838
Manske Wealth Management
Texas
$1.02M +$410K +1,761 +72%
TAM
839
Townsend Asset Management
North Carolina
$1.02M +$269K +1,157 +38%
BCM
840
Becker Capital Management
Oregon
$1.02M -$10.5K -45 -1%
SWM
841
Schwallier Wealth Management
Michigan
$1.02M -$31.9K -137 -3%
BCIM
842
Bishop & Co Investment Management
Pennsylvania
$1.01M -$24.4K -105 -2%
GC
843
Grange Capital
Oregon
$1.01M -$91K -391 -9%
VAG
844
Vannoy Advisory Group
Texas
$1.01M -$16.5K -71 -2%
FFS
845
Founders Financial Securities
Maryland
$1.01M -$56.3K -242 -6%
BMCM
846
Burns Matteson Capital Management
New York
$1M -$82.1K -353 -8%
RCI
847
RS Crum Inc
California
$999K – – –
JCM
848
Jacobi Capital Management
Pennsylvania
$998K -$32.6K -140 -3%
FA
849
Fermata Advisors
California
$996K -$44.7K -192 -4%
JDLA
850
J. Derek Lewis & Associates
California
$994K +$465 +2 +0%