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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
876
Franklin Resources
California
$788K +$32.9K +157 +4%
WPA
877
Wealth Preservation Advisors
Tennessee
$788K -$5.23K -25 -0.7%
GWS
878
Glassman Wealth Services
Virginia
$788K -$838 -4 -0.1%
WC
879
Westhampton Capital
North Carolina
$787K +$19.7K +94 +3%
LPP
880
Life Planning Partners
Florida
$776K +$29.5K +141 +4%
LFG
881
Larson Financial Group
Missouri
$775K -$195K -931 -20%
S
882
SignatureFD
Georgia
$773K +$1.47K +7 +0.2%
WFAG
883
Wescott Financial Advisory Group
Pennsylvania
$773K +$209 +1 +0%
KA
884
KDT Advisors
New York
$773K
AWP
885
Accretive Wealth Partners
New Jersey
$772K -$9K -43 -1%
LW
886
Libra Wealth
California
$768K
DWA
887
Dougherty Wealth Advisers
Minnesota
$765K -$133K -637 -15%
Envestnet Portfolio Solutions
888
Envestnet Portfolio Solutions
Illinois
$765K -$530K -2,533 -41%
PWA
889
Physician Wealth Advisors
Utah
$760K -$4.19K -20 -0.6%
CTA
890
Chesley Taft & Associates
Illinois
$760K +$20.9K +100 +3%
Boston Partners
891
Boston Partners
Massachusetts
$759K +$49K +234 +7%
CT
892
Caldwell Trust
Florida
$755K -$22.4K -107 -3%
VIA
893
Victrix Investment Advisors
Florida
$755K +$746K +3,563 New
AFO
894
Arrowroot Family Office
California
$753K +$2.93K +14 +0.4%
WSFS
895
Wilmington Savings Fund Society
Delaware
$749K -$3.98K -19 -0.5%
APIM
896
Agate Pass Investment Management
Washington
$742K
OFS
897
Oldfather Financial Services
Nebraska
$742K +$208K +994 +40%
KNFPWM
898
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$740K -$209 -1 -0%
CAG
899
Crestwood Advisors Group
Massachusetts
$740K +$66.8K +319 +10%
DWP
900
Destiny Wealth Partners
Florida
$736K