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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
826
HUB Investment Partners
Texas
$776K -$30.4K -164 -4%
EFP
827
Envision Financial Planning
Tennessee
$776K +$736K +3,977 New
GC
828
Grimes & Company
Massachusetts
$775K +$50.2K +271 +7%
Neuberger Berman Group
829
Neuberger Berman Group
New York
$774K -$370 -2 -0.1%
BWM
830
BCS Wealth Management
Tennessee
$772K +$73.3K +396 +11%
EFG
831
Embree Financial Group
Illinois
$767K -$555 -3 -0.1%
QFA
832
Quantum Financial Advisors
California
$766K +$22.4K +121 +3%
ACM
833
Armbruster Capital Management
New York
$763K
PWA
834
Physician Wealth Advisors
Utah
$763K -$187K -1,011 -21%
VAG
835
VisionPoint Advisory Group
Texas
$762K +$724K +3,910 New
FWM
836
Fonville Wealth Management
Virginia
$762K +$94.2K +509 +15%
SCM
837
Spreng Capital Management
Ohio
$760K -$46.8K -253 -6%
WCM
838
Winebrenner Capital Management
Kentucky
$756K +$109K +591 +18%
AGWCA
839
Annis Gardner Whiting Capital Advisors
Florida
$753K -$37K -200 -5%
SIC
840
Sage Investment Counsel
Tennessee
$752K -$357K -1,927 -33%
IA
841
IFG Advisory
Georgia
$749K -$2.16M -11,687 -75%
MAM
842
McLean Asset Management
Virginia
$749K +$30.5K +165 +5%
AIM
843
Anchor Investment Management
South Carolina
$745K -$8.88K -48 -1%
WFPG
844
Waller Financial Planning Group
Ohio
$745K -$47K -254 -6%
AMM
845
American Money Management
California
$742K -$25.7K -139 -4%
OC
846
Oppenheimer & Co
New York
$739K -$2.04K -11 -0.3%
WH
847
Willner & Heller
California
$738K -$39.2K -212 -5%
SWA
848
Sightline Wealth Advisors
Connecticut
$736K -$24.4K -132 -3%
MWM
849
MorganRosel Wealth Management
Colorado
$732K -$5.28M -28,517 -88%
RIS
850
Richmond Investment Services
Wisconsin
$732K +$332K +1,795 +92%