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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
826
WMS Partners
Maryland
$641K – – –
Evergreen Capital Management
827
Evergreen Capital Management
Washington
$630K – – –
SCA
828
Snowden Capital Advisors
New York
$629K -$9.93K -55 -2%
CWA
829
Cascade Wealth Advisors
Washington
$629K +$624K +3,460 New
TWP
830
TFO Wealth Partners
Ohio
$628K +$361 +2 +0.1%
LPT
831
Legacy Private Trust
Wisconsin
$626K – – –
Busey Bank
832
Busey Bank
Illinois
$624K +$11K +61 +2%
FFA
833
Fortune Financial Advisors
Kansas
$622K -$54.5K -302 -9%
BMCM
834
Bryn Mawr Capital Management
Pennsylvania
$622K -$4.69K -26 -0.8%
Crestwood Advisors Group
835
Crestwood Advisors Group
Massachusetts
$619K +$54.1K +300 +10%
EA
836
Eudaimonia Advisors
Tennessee
$614K -$57.7K -320 -9%
AWM
837
Atticus Wealth Management
Florida
$614K -$51.4K -285 -8%
BTWM
838
Brass Tax Wealth Management
Ohio
$613K +$576K +3,193 New
CPP
839
Capasso Planning Partners
South Carolina
$612K +$54K +299 +10%
NorthRock Partners
840
NorthRock Partners
Minnesota
$610K +$21.7K +120 +4%
BFC
841
Bedel Financial Consulting
Indiana
$601K +$3.43K +19 +0.6%
WhitTier Trust Company
842
WhitTier Trust Company
Nevada
$599K +$157K +870 +39%
WA
843
Wealthstream Advisors
New York
$599K +$11.2K +62 +2%
TC
844
Trilogy Capital
California
$594K -$4.69K -26 -0.8%
D
845
Diversified
Delaware
$592K +$9.93K +55 +2%
HPM
846
Hoxton Planning & Management
West Virginia
$591K +$902 +5 +0.2%
FHA
847
Flagship Harbor Advisors
Massachusetts
$591K -$30K -166 -5%
TMWM
848
Taylor & Morgan Wealth Management
Michigan
$590K -$54.7K -303 -9%
PFG
849
PAX Financial Group
Texas
$587K -$15K -83 -3%
Kayne Anderson Rudnick Investment Management
850
Kayne Anderson Rudnick Investment Management
California
$587K -$590K -3,271 -52%