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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
926
Gibson Capital
Pennsylvania
$605K
DCM
927
DGS Capital Management
New Jersey
$602K +$46.4K +227 +9%
SIC
928
Sage Investment Counsel
Tennessee
$602K -$199K -973 -25%
AHC
929
Anderson Hoagland & Co
Missouri
$601K
LWM
930
LJI Wealth Management
Indiana
$599K +$1.02K +5 +0.2%
WIC
931
Woodmont Investment Counsel
Tennessee
$599K -$51.1K -250 -8%
SOAG
932
Silver Oak Advisory Group
Oregon
$599K -$10K -49 -2%
CMMS
933
Comprehensive Money Management Services
Florida
$598K -$613 -3 -0.1%
AFG
934
Altiora Financial Group
Ohio
$597K
BC
935
Bowman & Company
Wisconsin
$596K -$9.2K -45 -2%
SFPG
936
Stonebridge Financial Planning Group
Florida
$594K -$45K -220 -7%
PCM
937
Pointe Capital Management
Michigan
$593K +$5.11K +25 +0.9%
CWM
938
Collaborative Wealth Management
Florida
$592K +$31.9K +156 +6%
BB
939
Busey Bank
Illinois
$592K -$31.5K -154 -5%
WF
940
WoodTrust Financial
Wisconsin
$591K +$579K +2,832 New
IAS
941
Integrity Advisory Solutions
Texas
$591K +$579K +2,830 New
M1FG
942
Mach-1 Financial Group
Arkansas
$591K +$579K +2,830 New
Fisher Asset Management
943
Fisher Asset Management
Washington
$590K +$69.1K +338 +14%
GGS
944
Galvin Gaustad & Stein
Arizona
$587K -$44.4K -217 -7%
GFL
945
Granite FO LLC
New Hampshire
$586K -$186K -909 -24%
TAM
946
Townsend Asset Management
North Carolina
$585K -$139K -679 -20%
Renaissance Technologies
947
Renaissance Technologies
New York
$584K +$573K +2,800 New
AT
948
American Trust
Kentucky
$583K +$29.9K +146 +6%
GGI
949
Godsey & Gibb Inc
Virginia
$583K
UF
950
Univest Financial
Pennsylvania
$582K -$818 -4 -0.1%