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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
876
Victrix Investment Advisors
Florida
$683K +$351K +1,897 +118%
APIM
877
Agate Pass Investment Management
Washington
$683K -$13.5K -73 -2%
OHWA
878
Oak Hill Wealth Advisors
Virginia
$681K -$17.6K -95 -3%
CBA
879
Coastal Bridge Advisors
Connecticut
$680K +$80.9K +437 +14%
DSA
880
Droms Strauss Advisors
Missouri
$680K +$177K +956 +38%
TAM
881
Townsend Asset Management
North Carolina
$679K -$53.9K -291 -8%
MPW
882
Magnolia Private Wealth
Pennsylvania
$677K -$31.5K -170 -5%
GWS
883
Greykasell Wealth Strategies
California
$675K +$42K +227 +7%
MP
884
McDonald Partners
Ohio
$664K
MWP
885
Madison Wealth Partners
Wisconsin
$662K -$370 -2 -0.1%
BlackRock
886
BlackRock
New York
$661K +$105K +567 +20%
YWM
887
Yukon Wealth Management
Kansas
$650K -$213K -1,148 -26%
LPT
888
Legacy Private Trust
Wisconsin
$650K -$147K -795 -19%
ECM
889
Evergreen Capital Management
Washington
$643K
CAM
890
Cozad Asset Management
Illinois
$643K
BFC
891
Bedel Financial Consulting
Indiana
$642K +$185 +1 +0%
Envestnet Portfolio Solutions
892
Envestnet Portfolio Solutions
Illinois
$641K -$35.4K -191 -5%
CCC
893
Compass Capital Corp
Massachusetts
$636K -$119K -642 -17%
GT
894
Glenview Trust
Kentucky
$636K +$169K +914 +39%
AFM
895
Abbot Financial Management
Massachusetts
$636K
BTWM
896
Brass Tax Wealth Management
Ohio
$635K -$1.11K -6 -0.2%
S
897
SignatureFD
Georgia
$634K +$256K +1,384 +74%
SWM
898
Sagace Wealth Management
Florida
$632K -$232K -1,255 -28%
CCA
899
Cadent Capital Advisors
Oklahoma
$630K +$38.9K +210 +7%
LSA
900
Lion Street Advisors
Texas
$625K -$133K -719 -18%