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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
901
Townsend Asset Management
North Carolina
$494K +$21.5K +132 +5%
RFG
902
RFP Financial Group
Georgia
$493K – – –
FIC
903
Family Investment Center
Missouri
$491K -$1.96K -12 -0.4%
HUB Investment Partners
904
HUB Investment Partners
Texas
$490K +$129K +793 +41%
SFPG
905
Stonebridge Financial Planning Group
Florida
$490K +$111K +683 +33%
VCM
906
Versant Capital Management
Arizona
$490K -$114K -701 -20%
WAG
907
Windsor Advisory Group
Ohio
$490K – – –
PCM
908
Peirce Capital Management
Texas
$490K +$444K +2,720 New
Kovitz Investment Group Partners
909
Kovitz Investment Group Partners
Illinois
$489K +$326 +2 +0.1%
Fisher Asset Management
910
Fisher Asset Management
Washington
$487K +$441K +2,704 New
CIC
911
Cutler Investment Counsel
Oregon
$484K -$321K -1,965 -42%
VCM
912
Vivaldi Capital Management
Illinois
$483K -$6.2K -38 -1%
QHA
913
Quarry Hill Advisors
Minnesota
$483K +$163 +1 +0%
AWM
914
Aviso Wealth Management
Washington
$483K +$438K +2,682 New
EFL
915
ERn Financial LLC
Wisconsin
$481K +$24.8K +152 +6%
RWI
916
Red Wave Investments
Pennsylvania
$480K – – –
VCA
917
Verdence Capital Advisors
Maryland
$479K +$12.1K +74 +3%
GP
918
Greenline Partners
New York
$479K – – –
Principal Financial Group
919
Principal Financial Group
Iowa
$478K +$174K +1,067 +67%
NAS
920
NWF Advisory Services
California
$475K +$163 +1 +0%
IAS
921
Insigneo Advisory Services
Florida
$474K +$69.7K +427 +19%
PCM
922
Pointe Capital Management
Michigan
$471K – – –
GLA
923
Good Life Advisors
Pennsylvania
$470K +$48K +294 +13%
EWP
924
Elevation Wealth Partners
California
$467K +$78.4K +480 +20%
Pinnacle Associates
925
Pinnacle Associates
New York
$464K +$56K +343 +15%