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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
$449K +$201K +1,217 +76%
RMA
827
Roffman Miller Associates
Pennsylvania
$445K +$2.65K +16 +0.6%
FHA
828
Flagship Harbor Advisors
Massachusetts
$443K +$24K +145 +5%
PK
829
Pflug Koory
Nebraska
$442K
NAS
830
NWF Advisory Services
California
$436K +$437K +2,638 New
IAS
831
Insigneo Advisory Services
Florida
$433K -$133K -803 -23%
TCWM
832
Total Clarity Wealth Management
Illinois
$432K -$24K -145 -5%
WAG
833
Windsor Advisory Group
Ohio
$432K
PHS
834
Pekin Hardy Strauss
Illinois
$431K -$8.28K -50 -2%
BIM
835
Baldwin Investment Management
Pennsylvania
$429K -$50.7K -306 -10%
FLA
836
Financial Life Advisors
Texas
$427K +$4.3K +26 +1%
VCM
837
Vivaldi Capital Management
Illinois
$426K -$47.5K -287 -10%
QHA
838
Quarry Hill Advisors
Minnesota
$426K -$83.4K -504 -16%
GWS
839
Glassman Wealth Services
Virginia
$424K -$202K -1,218 -31%
GP
840
Greenline Partners
New York
$422K
RWI
841
Red Wave Investments
Pennsylvania
$422K -$30.3K -183 -6%
BC
842
Burney Company
Virginia
$419K +$11.8K +71 +3%
MCA
843
Magnolia Capital Advisors
Mississippi
$418K
FIC
844
Family Investment Center
Missouri
$410K +$13.4K +81 +3%
GL
845
Graypoint LLC
New York
$408K +$497 +3 +0.1%
TAM
846
Townsend Asset Management
North Carolina
$402K -$54.5K -329 -12%
SBIA
847
Sheaff Brock Investment Advisors
Indiana
$398K -$14.1K -85 -3%
TA
848
Trellis Advisors
Washington
$397K +$331 +2 +0.1%
ERIC
849
Eagle Rock Investment Company
Georgia
$395K +$37.6K +227 +10%
AIA
850
Ally Invest Advisors
North Carolina
$394K +$116K +701 +39%