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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
951
WoodTrust Financial
Wisconsin
$211K +$209K +1,177 New
CAG
952
Crestwood Advisors Group
Massachusetts
$211K +$209K +1,178 New
DWP
953
Destiny Wealth Partners
Florida
$209K +$103K +578 +98%
CA
954
Claris Advisors
Missouri
$208K +$206K +1,161 New
KWM
955
Keebeck Wealth Management
Illinois
$208K +$207K +1,163 New
VA
956
Valmark Advisers
Ohio
$207K +$206K +1,157 New
TH
957
TCTC Holdings
Texas
$207K +$206K +1,160 New
ACM
958
Advance Capital Management
Michigan
$205K +$204K +1,145 New
SWRP
959
Summit Wealth & Retirement Planning
California
$205K +$204K +1,145 New
RPG
960
Resource Planning Group
Georgia
$203K -$192K -1,079 -49%
LRPA
961
L. Roy Papp & Associates
Arizona
$201K +$200K +1,126 New
BWM
962
Birchcreek Wealth Management
Ohio
$200K -$45.2K -254 -18%
JAG
963
Journey Advisory Group
Kentucky
$200K +$198K +1,116 New
CFN
964
Cordasco Financial Network
Florida
$197K +$356 +2 +0.2%
Deutsche Bank
965
Deutsche Bank
Germany
$193K
LCM
966
Logan Capital Management
Pennsylvania
$190K
SN
967
Sittner & Nelson
Oregon
$184K +$183K +1,027 New
BlackRock
968
BlackRock
New York
$181K -$5.33K -30 -3%
LPP
969
Life Planning Partners
Florida
$181K +$179K +1,005 New
PB
970
Pinnacle Bancorp
Nebraska
$179K -$2.49K -14 -1%
IIL
971
Insight Inv LLC
California
$173K +$172K +966 New
BFG
972
Baron Financial Group
New Jersey
$166K
FPB
973
First PREMIER Bank
South Dakota
$163K
SFM
974
Systematic Financial Management
New Jersey
$162K +$161K +903 New
PIM
975
Progressive Investment Management
Oregon
$160K