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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
876
Camelot Technology Advisors
California
$547K – – –
AF
877
Apexium Financial
Texas
$546K +$306K +1,694 +147%
EB
878
Exchange Bank
California
$545K +$13.9K +77 +3%
IA
879
Inspire Advisors
Idaho
$544K -$29.6K -164 -5%
HUB Investment Partners
880
HUB Investment Partners
Texas
$544K +$20K +111 +4%
FFS
881
Founders Financial Securities
Maryland
$542K -$220K -1,218 -30%
MAM
882
MWA Asset Management
Massachusetts
$538K -$12.6K -70 -2%
Renaissance Technologies
883
Renaissance Technologies
New York
$537K +$505K +2,800 New
GGI
884
Godsey & Gibb Inc
Virginia
$536K +$80.7K +447 +19%
AHC
885
Anderson Hoagland & Co
Missouri
$532K – – –
EFL
886
ERn Financial LLC
Wisconsin
$531K – – –
Bleakley Financial Group
887
Bleakley Financial Group
New Jersey
$531K -$21.8K -121 -4%
Blue Trust Inc
888
Blue Trust Inc
Georgia
$530K +$141K +782 +39%
CB
889
Centennial Bank
Arkansas
$528K -$9.02K -50 -2%
AR
890
Apeiron RIA
Texas
$527K +$38.6K +214 +8%
RFG
891
RFP Financial Group
Georgia
$526K – – –
PCM
892
Peirce Capital Management
Texas
$522K – – –
WAG
893
Windsor Advisory Group
Ohio
$522K – – –
EWP
894
Elevation Wealth Partners
California
$522K -$22.6K -125 -4%
AWM
895
Aviso Wealth Management
Washington
$520K +$5.41K +30 +1%
Kovitz Investment Group Partners
896
Kovitz Investment Group Partners
Illinois
$519K -$2.71K -15 -0.6%
VCM
897
Vivaldi Capital Management
Illinois
$518K – – –
RWI
898
Red Wave Investments
Pennsylvania
$516K +$3.61K +20 +0.7%
FIC
899
Family Investment Center
Missouri
$514K -$8.66K -48 -2%
NFP
900
Narus Financial Partners
Utah
$514K -$25.1K -139 -5%