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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
851
Chesley Taft & Associates
Illinois
$676K -$59.3K -300 -8%
LW
852
Libra Wealth
California
$675K +$43.5K +220 +6%
WC
853
Westhampton Capital
North Carolina
$675K +$16.6K +84 +2%
AWP
854
Accretive Wealth Partners
New Jersey
$674K -$11.9K -60 -2%
EWM
855
Evermay Wealth Management
Virginia
$672K -$70.1K -355 -9%
LPP
856
Life Planning Partners
Florida
$670K -$790 -4 -0.1%
APIM
857
Agate Pass Investment Management
Washington
$666K
Franklin Resources
858
Franklin Resources
California
$664K
MA
859
Montag & Associates
Georgia
$664K -$277K -1,401 -28%
BWM
860
BCS Wealth Management
Tennessee
$663K -$323K -1,635 -31%
KNFPWM
861
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$659K -$4.35K -22 -0.6%
DWT
862
Dorsey & Whitney Trust
South Dakota
$659K -$83.2K -421 -11%
BCM
863
Becker Capital Management
Oregon
$652K
OHWA
864
Oak Hill Wealth Advisors
Virginia
$651K +$198 +1 +0%
CFG
865
Citizens Financial Group
Rhode Island
$651K +$20.3K +103 +3%
T
866
Transce3nd
Texas
$651K -$402K -2,036 -37%
Envestnet Portfolio Solutions
867
Envestnet Portfolio Solutions
Illinois
$648K -$1.14M -5,792 -62%
KA
868
Klingman & Associates
New York
$645K -$2.37K -12 -0.3%
MAG
869
Mayfair Advisory Group
Alabama
$644K +$21.1K +107 +3%
HCP
870
Hexagon Capital Partners
Arkansas
$641K -$790 -4 -0.1%
MP
871
McDonald Partners
Ohio
$634K -$32.6K -165 -5%
MWP
872
Madison Wealth Partners
Wisconsin
$633K -$10.7K -54 -2%
MCA
873
Magnolia Capital Advisors
Mississippi
$632K -$16.4K -83 -2%
SAI
874
Savvy Advisors Inc
New York
$630K +$394K +1,994 +144%
YIH
875
Y-Intercept (HK)
Hong Kong
$629K -$866K -4,386 -56%