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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
926
TFG Advisers
Michigan
$258K +$1.22K +7 +0.5%
FWM
927
Fairhaven Wealth Management
Illinois
$257K – – –
EK
928
Evensky & Katz
Florida
$255K +$869 +5 +0.3%
Stock Yards Bank & Trust
929
Stock Yards Bank & Trust
Kentucky
$253K – – –
FHC
930
First Heartland Consultants
Missouri
$252K -$3.48K -20 -1%
TWM
931
Thrive Wealth Management
Pennsylvania
$251K +$25.9K +149 +12%
WIM
932
Warwick Investment Management
Texas
$249K – – –
CB
933
Community Bank
New York
$246K – – –
CAM
934
Crestone Asset Management
Colorado
$246K – – –
HJMC
935
Hellman Jordan Management Company
Massachusetts
$246K – – –
Valmark Advisers
936
Valmark Advisers
Ohio
$245K +$41.2K +237 +20%
IFO
937
Independent Family Office
New York
$245K +$242K +1,390 New
W
938
Wealthquest
Ohio
$244K – – –
GSWM
939
Golden State Wealth Management
California
$242K +$522 +3 +0.2%
RJTCONH
940
Raymond James Trust Company of New Hampshire
New Hampshire
$241K +$238K +1,370 New
GWM
941
Gray Wealth Management
Maine
$240K +$18.3K +105 +8%
WCAMG
942
Woodard & Company Asset Management Group
North Carolina
$238K – – –
WGCA
943
Wolf Group Capital Advisors
Virginia
$237K -$527K -3,031 -69%
VBWMG
944
Von Berge Wealth Management Group
California
$237K – – –
GWS
945
Glassman Wealth Services
Virginia
$237K +$13.9K +80 +6%
WFA
946
WMG Financial Advisors
Tennessee
$237K +$14.4K +83 +7%
Ritholtz Wealth Management
947
Ritholtz Wealth Management
New York
$237K +$14.6K +84 +7%
IAG
948
Investment Advisory Group
Massachusetts
$236K – – –
COF
949
Capital One Financial
Virginia
$235K -$1.23M -7,057 -84%
W
950
WealthOne
New York
$235K +$233K +1,338 New