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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
826
Lodestone Wealth Management
Washington
$446K -$116K -693 -20%
VCM
827
Vivaldi Capital Management
Illinois
$445K +$17.2K +103 +4%
CF
828
Centaurus Financial
California
$444K +$9.2K +55 +2%
SAM
829
Silvercrest Asset Management
New York
$438K +$54.7K +327 +14%
RFG
830
RFP Financial Group
Georgia
$437K
FIC
831
Family Investment Center
Missouri
$437K -$167 -1 -0%
WAG
832
Windsor Advisory Group
Ohio
$434K
CFG
833
Citizens Financial Group
Rhode Island
$434K -$334 -2 -0.1%
Kovitz Investment Group Partners
834
Kovitz Investment Group Partners
Illinois
$433K -$334 -2 -0.1%
AA
835
Advisory Alpha
Michigan
$429K -$132K -790 -23%
QHA
836
Quarry Hill Advisors
Minnesota
$428K
AA
837
AlphaQ Advisors
Florida
$426K -$277K -1,655 -38%
RWI
838
Red Wave Investments
Pennsylvania
$425K
GP
839
Greenline Partners
New York
$424K
Franklin Resources
840
Franklin Resources
California
$424K +$247K +1,476 +125%
NAS
841
NWF Advisory Services
California
$421K +$167 +1 +0%
LAM
842
Lakewood Asset Management
Illinois
$420K +$74.2K +444 +20%
TI
843
Trexquant Investment
Connecticut
$419K +$439K +2,627 New
EFL
844
ERn Financial LLC
Wisconsin
$417K
PCM
845
Pointe Capital Management
Michigan
$417K +$16.7K +100 +4%
TAM
846
Townsend Asset Management
North Carolina
$416K -$836 -5 -0.2%
CW
847
Channel Wealth
California
$415K +$13.2K +79 +3%
CAG
848
Crestwood Advisors Group
Massachusetts
$413K
VCA
849
Verdence Capital Advisors
Maryland
$413K +$20.1K +120 +5%
KP
850
Keel Point
Alabama
$411K +$23.1K +138 +6%