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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
851
Legacy Private Trust
Wisconsin
$588K -$20.7K -127 -4%
FHA
852
Flagship Harbor Advisors
Massachusetts
$584K +$31.7K +194 +6%
EWM
853
Evermay Wealth Management
Virginia
$575K -$11.4K -70 -2%
Busey Bank
854
Busey Bank
Illinois
$574K – – –
BWM
855
BigSur Wealth Management
Florida
$570K +$2.29K +14 +0.4%
IFPL
856
Investments & Financial Planning LLC
Kentucky
$565K -$3.75M -22,950 -88%
Silvercrest Asset Management
857
Silvercrest Asset Management
New York
$563K +$62.4K +382 +14%
TC
858
Trilogy Capital
California
$562K -$145K -891 -22%
BFC
859
Bedel Financial Consulting
Indiana
$561K +$4.08K +25 +0.8%
Franklin Resources
860
Franklin Resources
California
$558K +$72.8K +446 +17%
PFG
861
PAX Financial Group
Texas
$557K +$12.2K +75 +2%
HPM
862
Hoxton Planning & Management
West Virginia
$554K -$57K -349 -10%
WA
863
Wealthstream Advisors
New York
$550K +$1.31K +8 +0.3%
NorthRock Partners
864
NorthRock Partners
Minnesota
$550K +$132K +809 +36%
Western Wealth Management
865
Western Wealth Management
Colorado
$546K +$18.8K +115 +4%
EPWM
866
Essex Private Wealth Management
Massachusetts
$546K – – –
RWM
867
Rockwood Wealth Management
Pennsylvania
$546K -$1.96K -12 -0.4%
D
868
Diversified
Delaware
$545K +$29.5K +181 +6%
BA
869
Brightwater Advisory
Florida
$545K +$494K +3,026 New
UI
870
Unconventional Investor
New Hampshire
$544K – – –
BIM
871
Baldwin Investment Management
Pennsylvania
$542K +$34.8K +213 +8%
SWA
872
Sightline Wealth Advisors
Connecticut
$540K +$979 +6 +0.2%
IA
873
Inspire Advisors
Idaho
$540K -$1.81M -11,103 -79%
RA
874
Resolute Advisors
California
$540K +$2.94K +18 +0.6%
RMA
875
Roffman Miller Associates
Pennsylvania
$538K +$7.02K +43 +1%