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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
901
Greenline Partners
New York
$510K
RIA
902
Realta Investment Advisors
Delaware
$510K +$44.4K +246 +10%
CIC
903
Cutler Investment Counsel
Oregon
$510K -$5.41K -30 -1%
QHA
904
Quarry Hill Advisors
Minnesota
$508K -$6.13K -34 -1%
TAM
905
Townsend Asset Management
North Carolina
$506K -$19.1K -106 -4%
PCM
906
Pointe Capital Management
Michigan
$502K
AF
907
Apollon Financial
South Carolina
$499K -$852K -4,721 -64%
BA
908
Brightwater Advisory
Florida
$499K -$76.5K -424 -14%
NAS
909
NWF Advisory Services
California
$499K -$6.86K -38 -1%
LFAS
910
Level Four Advisory Services
Texas
$497K
PHS
911
Pekin Hardy Strauss
Illinois
$493K +$77.6K +430 +20%
OCM
912
Objective Capital Management
Ohio
$491K +$59.4K +329 +15%
LWM
913
Lodestone Wealth Management
Washington
$488K -$3.97K -22 -0.9%
AFM
914
Abbot Financial Management
Massachusetts
$486K +$54.1K +300 +13%
WTA
915
Washington Trust Advisors
Massachusetts
$485K
IAG
916
Investmark Advisory Group
Connecticut
$484K +$3.97K +22 +0.9%
VCM
917
Versant Capital Management
Arizona
$483K -$37.2K -206 -8%
SWM
918
Selective Wealth Management
Virginia
$473K
DP
919
Dearborn Partners
Illinois
$471K -$361 -2 -0.1%
SWA
920
Sax Wealth Advisors
New Jersey
$469K +$164K +909 +59%
Franklin Resources
921
Franklin Resources
California
$468K -$120K -665 -21%
KFGK
922
Keystone Financial Group (Kentucky)
Kentucky
$467K -$16.6K -92 -4%
PWMA
923
Pension & Wealth Management Advisors
Massachusetts
$465K -$13K -72 -3%
VCP
924
Vista Capital Partners
Oregon
$465K +$361 +2 +0.1%
SWM
925
Seed Wealth Management
Illinois
$464K