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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
876
Barnes Pettey Financial Advisors
Mississippi
$274K +$299K +1,826 New
TDC
877
Thompson Davis & Co
Virginia
$273K -$130K -794 -30%
KTM
878
Keeler Thomas Management
Utah
$273K -$55.4K -338 -16%
GHAM
879
Gilman Hill Asset Management
Connecticut
$273K +$298K +1,820 New
C1AG
880
Client 1st Advisory Group
Florida
$271K – – –
WTC
881
WhitTier Trust Company
Nevada
$271K +$10K +61 +3%
BCI
882
Brinker Capital Investments
Pennsylvania
$269K -$274K -1,670 -48%
SWRP
883
Summit Wealth & Retirement Planning
California
$266K +$39.7K +242 +16%
BB
884
Busey Bank
Illinois
$264K -$21.8K -133 -7%
CIAS
885
Capital Investment Advisory Services
North Carolina
$263K -$32.6K -199 -10%
CGA
886
Crescent Grove Advisors
Illinois
$263K – – –
DWP
887
Destiny Wealth Partners
Florida
$262K – – –
MWA
888
Motive Wealth Advisors
Michigan
$261K -$148K -901 -34%
WGCA
889
Wolf Group Capital Advisors
Virginia
$261K +$65.4K +399 +30%
ALWM
890
Andrews Lucia Wealth Management
California
$261K +$244K +1,485 New
BlackRock
891
BlackRock
New York
$260K +$113K +691 +67%
IIC
892
Integrated Investment Consultants
Michigan
$259K -$34.3K -209 -11%
CHA
893
Carmichael Hill & Associates
Maryland
$259K +$3.12K +19 +1%
SB
894
Strategic Blueprint
Georgia
$258K -$22K -134 -7%
MA
895
Momentum Advisors
New York
$258K +$283K +1,723 New
RC
896
RegentAtlantic Capital
New Jersey
$257K -$32.1K -196 -10%
HC
897
Hamilton Capital
Ohio
$257K +$1.31K +8 +0.5%
CWA
898
CM Wealth Advisors
Ohio
$256K +$281K +1,711 New
BZWA
899
Blue Zone Wealth Advisors
California
$255K -$103K -631 -27%
SFS
900
Summit Financial Strategies
Ohio
$255K +$2.3K +14 +0.8%