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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
826
Diversified
Delaware
$459K -$28.3K -180 -6%
RWM
827
Revisor Wealth Management
Ohio
$455K -$32.4K -206 -7%
RFG
828
RFP Financial Group
Georgia
$454K +$432K +2,742 New
FIC
829
Family Investment Center
Missouri
$453K +$24.7K +157 +6%
CF
830
Centaurus Financial
California
$452K -$121K -770 -22%
CFG
831
Citizens Financial Group
Rhode Island
$450K -$58.1K -369 -12%
WAG
832
Windsor Advisory Group
Ohio
$450K – – –
Kovitz Investment Group Partners
833
Kovitz Investment Group Partners
Illinois
$450K -$17K -108 -4%
BIM
834
Baldwin Investment Management
Pennsylvania
$449K +$1.57K +10 +0.4%
WWM
835
Western Wealth Management
Colorado
$449K -$21.6K -137 -5%
PCA
836
Prosperity Capital Advisors
Ohio
$446K -$3.53M -22,401 -89%
EWP
837
Elevation Wealth Partners
California
$445K -$69.1K -439 -14%
VCM
838
Vivaldi Capital Management
Illinois
$444K – – –
QHA
839
Quarry Hill Advisors
Minnesota
$444K +$157 +1 +0%
GWS
840
Glassman Wealth Services
Virginia
$442K – – –
RWI
841
Red Wave Investments
Pennsylvania
$441K +$1.57K +10 +0.4%
SWM
842
Selective Wealth Management
Virginia
$440K +$417K +2,648 New
GP
843
Greenline Partners
New York
$440K – – –
NAS
844
NWF Advisory Services
California
$436K – – –
MCA
845
Magnolia Capital Advisors
Mississippi
$435K – – –
EFL
846
ERn Financial LLC
Wisconsin
$433K +$24.9K +158 +6%
TAM
847
Townsend Asset Management
North Carolina
$433K +$13.5K +86 +3%
GIA
848
GHP Investment Advisors
Colorado
$432K +$93.2K +592 +31%
CAG
849
Crestwood Advisors Group
Massachusetts
$429K -$41.9K -266 -9%
GL
850
Graypoint LLC
New York
$426K +$472 +3 +0.1%