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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHC
876
City Holding Co
West Virginia
$843K -$30.6K -137 -3%
WH
877
Willner & Heller
California
$841K -$9.39K -42 -1%
FCH
878
Freestone Capital Holdings
Washington
$839K -$42.5K -190 -5%
WPA
879
Wealth Preservation Advisors
Tennessee
$832K +$24.1K +108 +3%
RF
880
Rossby Financial
Florida
$831K +$801K +3,581 +1,571%
FWM
881
Fonville Wealth Management
Virginia
$829K +$6.71K +30 +0.8%
PEWA
882
Pacific Excel Wealth Advisors
California
$821K +$303K +1,356 +56%
GWS
883
Glassman Wealth Services
Virginia
$820K +$12.5K +56 +2%
QFA
884
Quantum Financial Advisors
California
$820K
RIS
885
Richmond Investment Services
Wisconsin
$820K
CAM
886
Clark Asset Management
New Hampshire
$816K +$538K +2,407 +178%
LSPW
887
Lake Street Private Wealth
Illinois
$815K +$224 +1 +0%
MWA
888
Medallion Wealth Advisors
Connecticut
$812K +$71.3K +319 +9%
QCM
889
QRG Capital Management
Illinois
$811K +$142K +637 +21%
WC
890
Westhampton Capital
North Carolina
$810K +$2.46K +11 +0.3%
TFS
891
truNorth Financial Services
Pennsylvania
$809K -$103K -462 -11%
Franklin Resources
892
Franklin Resources
California
$809K
LFG
893
Larson Financial Group
Missouri
$803K +$8.72K +39 +1%
SWA
894
Sightline Wealth Advisors
Connecticut
$801K -$31.7K -142 -4%
LPP
895
Life Planning Partners
Florida
$796K
MAG
896
Mayfair Advisory Group
Alabama
$796K -$36.7K -164 -4%
KA
897
KDT Advisors
New York
$793K
WBC
898
West Branch Capital
Massachusetts
$786K -$181K -808 -18%
ACM
899
Armbruster Capital Management
New York
$785K -$66.4K -297 -8%
MP
900
McDonald Partners
Ohio
$783K +$38.5K +172 +5%