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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
826
Diversified Enterprises
Delaware
$815K -$19.7K -96 -2%
WI
827
WrapManager Inc
California
$815K +$19.3K +94 +2%
RWM
828
Raffa Wealth Management
District of Columbia
$815K +$7.18K +35 +0.9%
WH
829
Willner & Heller
California
$814K -$44.5K -217 -5%
SFPG
830
Stonebridge Financial Planning Group
Florida
$814K +$195K +950 +30%
GLLW
831
Graves Light Lenhart Wealth
Virginia
$811K +$44.1K +215 +6%
PPA
832
Painted Porch Advisors
California
$811K +$8.01K +39 +1%
Neuberger Berman Group
833
Neuberger Berman Group
New York
$810K -$15.4K -75 -2%
JCIA
834
Jackson Creek Investment Advisors
Colorado
$808K +$10.9K +53 +1%
FF
835
Friday Financial
Iowa
$802K +$831K +4,048 New
KA
836
Kovack Advisors
Florida
$802K +$6.16K +30 +0.7%
HWM
837
Hemington Wealth Management
Virginia
$800K
GGS
838
Galvin Gaustad & Stein
Arizona
$799K -$106K -514 -11%
ACM
839
Armbruster Capital Management
New York
$786K +$10.1K +49 +1%
EWM
840
Evermay Wealth Management
Virginia
$786K -$590K -2,875 -42%
DWT
841
Dorsey & Whitney Trust
South Dakota
$784K -$117K -570 -13%
EFG
842
Embree Financial Group
Illinois
$779K +$205 +1 +0%
AMM
843
American Money Management
California
$778K -$15K -73 -2%
CPP
844
Capasso Planning Partners
South Carolina
$778K -$353K -1,718 -30%
CTA
845
Chesley Taft & Associates
Illinois
$778K
SWA
846
Sightline Wealth Advisors
Connecticut
$774K +$1.23K +6 +0.2%
AIM
847
Anchor Investment Management
South Carolina
$774K +$12.3K +60 +2%
CWC
848
Carolinas Wealth Consulting
North Carolina
$767K +$3.49K +17 +0.4%
GWS
849
Glassman Wealth Services
Virginia
$759K +$219K +1,069 +39%
CIA
850
Capital Investment Advisors
Georgia
$758K +$460K +2,243 +142%