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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
901
StoneX Group
New York
$782K +$150K +670 +23%
CT
902
Caldwell Trust
Florida
$781K +$6.71K +30 +0.8%
PWA
903
Physician Wealth Advisors
Utah
$780K +$447 +2 +0.1%
CTA
904
Chesley Taft & Associates
Illinois
$779K
NDSI
905
Newman Dignan & Sheerar Inc
Rhode Island
$778K -$678K -3,031 -46%
AFO
906
Arrowroot Family Office
California
$772K -$671 -3 -0.1%
BWM
907
BCS Wealth Management
Tennessee
$770K -$825K -3,692 -51%
TWC
908
TD Waterhouse Canada
Ontario, Canada
$765K +$300K +1,344 +62%
SAW
909
Signal Advisors Wealth
Michigan
$764K +$342K +1,529 +77%
ACA
910
Aptus Capital Advisors
Alabama
$764K +$247K +1,107 +46%
APIM
911
Agate Pass Investment Management
Washington
$761K
KA
912
Kovack Advisors
Florida
$760K -$661K -2,958 -46%
GP
913
GLR Partners
Maryland
$759K +$781K +3,492 New
KNFPWM
914
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$757K -$2.68K -12 -0.3%
LW
915
Libra Wealth
California
$756K -$33.1K -148 -4%
GWS
916
Greykasell Wealth Strategies
California
$756K +$894 +4 +0.1%
WFAG
917
Wescott Financial Advisory Group
Pennsylvania
$747K -$47.6K -213 -6%
CWA
918
Canvas Wealth Advisors
Kansas
$746K +$90.8K +406 +13%
Kayne Anderson Rudnick Investment Management
919
Kayne Anderson Rudnick Investment Management
California
$745K -$593K -2,654 -44%
PPW
920
Parcion Private Wealth
Washington
$743K +$764K +3,419 New
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$742K +$409K +1,830 +115%
SPC
922
Spirepoint Private Client
Florida
$741K +$195K +874 +34%
EPM
923
Elm Partners Management
Pennsylvania
$737K
WSFS
924
Wilmington Savings Fund Society
Delaware
$731K -$39.1K -175 -5%
BFC
925
Bedel Financial Consulting
Indiana
$729K +$3.58K +16 +0.5%