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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOH
826
Bank of Hawaii
Hawaii
$371K – – –
EWMCB
827
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$370K – – –
MWM
828
Minot Wealth Management
Massachusetts
$370K +$23.6K +136 +7%
Qube Research & Technologies (QRT)
829
Qube Research & Technologies (QRT)
United Kingdom
$369K +$365K +2,100 New
AWC
830
Adamsbrown Wealth Consultants
Kansas
$368K +$695 +4 +0.2%
LPP
831
Life Planning Partners
Florida
$368K +$189K +1,086 +108%
DE
832
Day & Ennis
Georgia
$366K -$1.39K -8 -0.4%
Evergreen Capital Management
833
Evergreen Capital Management
Washington
$366K +$30.3K +174 +9%
AFAS
834
Acorn Financial Advisory Services
Virginia
$366K +$35.6K +205 +11%
Pinnacle Associates
835
Pinnacle Associates
New York
$366K +$156K +900 +76%
RFG Advisory
836
RFG Advisory
Alabama
$365K -$46.8K -269 -11%
WFA
837
Wells Financial Advisors
Massachusetts
$363K -$43.5K -250 -11%
TC
838
TownSquare Capital
Utah
$363K -$4K -23 -1%
BAS
839
Brown Advisory Securities
Maryland
$360K – – –
AIA
840
Arbor Investment Advisors
North Carolina
$360K +$2.26K +13 +0.6%
RPGK
841
Retirement Planning Group (Kansas)
Kansas
$359K +$869 +5 +0.2%
CreativeOne Wealth
842
CreativeOne Wealth
Kansas
$357K -$173K -993 -33%
MHS
843
M Holdings Securities
Oregon
$356K +$352K +2,022 New
Accredited Investors
844
Accredited Investors
Minnesota
$355K +$350K +2,016 New
ORC
845
O'Rourke & Company
Massachusetts
$355K +$350K +2,016 New
BAM
846
Bosun Asset Management
Illinois
$352K – – –
CWA
847
Consilium Wealth Advisory
Texas
$352K – – –
Rathbones Group
848
Rathbones Group
United Kingdom
$352K – – –
RWA
849
Redmont Wealth Advisors
Illinois
$352K – – –
ECG
850
EPIQ Capital Group
California
$351K +$1.22K +7 +0.4%