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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
901
RFP Financial Group
Georgia
$493K
FIC
902
Family Investment Center
Missouri
$491K -$1.96K -12 -0.4%
HIP
903
HUB Investment Partners
Texas
$490K +$129K +793 +41%
SFPG
904
Stonebridge Financial Planning Group
Florida
$490K +$111K +683 +33%
VCM
905
Versant Capital Management
Arizona
$490K -$114K -701 -20%
WAG
906
Windsor Advisory Group
Ohio
$490K
PCM
907
Peirce Capital Management
Texas
$490K +$444K +2,720 New
Kovitz Investment Group Partners
908
Kovitz Investment Group Partners
Illinois
$489K +$326 +2 +0.1%
Fisher Asset Management
909
Fisher Asset Management
Washington
$487K +$441K +2,704 New
CIC
910
Cutler Investment Counsel
Oregon
$484K -$321K -1,965 -42%
VCM
911
Vivaldi Capital Management
Illinois
$483K -$6.2K -38 -1%
QHA
912
Quarry Hill Advisors
Minnesota
$483K +$163 +1 +0%
AWM
913
Aviso Wealth Management
Washington
$483K +$438K +2,682 New
EFL
914
ERn Financial LLC
Wisconsin
$481K +$24.8K +152 +6%
RWI
915
Red Wave Investments
Pennsylvania
$480K
VCA
916
Verdence Capital Advisors
Maryland
$479K +$12.1K +74 +3%
GP
917
Greenline Partners
New York
$479K
Principal Financial Group
918
Principal Financial Group
Iowa
$478K +$174K +1,067 +67%
NAS
919
NWF Advisory Services
California
$475K +$163 +1 +0%
IAS
920
Insigneo Advisory Services
Florida
$474K +$69.7K +427 +19%
PCM
921
Pointe Capital Management
Michigan
$471K
GLA
922
Good Life Advisors
Pennsylvania
$470K +$48K +294 +13%
EWP
923
Elevation Wealth Partners
California
$467K +$78.4K +480 +20%
PA
924
Pinnacle Associates
New York
$464K +$56K +343 +15%
LWM
925
Lodestone Wealth Management
Washington
$462K -$37.2K -228 -8%