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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
951
SignalPoint Asset Management
Missouri
$416K +$18.6K +103 +5%
PFBT
952
Parkside Financial Bank & Trust
Missouri
$415K -$3.79K -21 -1%
VCM
953
Virtue Capital Management
Tennessee
$415K -$3.43K -19 -0.8%
SWP
954
Summit Wealth Partners
Florida
$415K +$390K +2,161 New
GT
955
Glenview Trust
Kentucky
$412K -$136K -754 -26%
KWAG
956
Kiely Wealth Advisory Group
North Carolina
$411K +$107K +591 +36%
BC
957
Burney Company
Virginia
$409K +$80.1K +444 +26%
PWW
958
Pettyjohn Wood & White
Virginia
$407K
DWMS
959
Dominguez Wealth Management Solutions
Virginia
$405K +$722 +4 +0.2%
CP
960
Camelot Portfolios
Ohio
$404K -$135K -748 -26%
RI
961
Ridgewood Investments
New Jersey
$399K +$52.5K +291 +16%
HSA
962
HBK Sorce Advisory
Pennsylvania
$398K -$404K -2,240 -52%
CWM
963
Cahill Wealth Management
Michigan
$398K
DWP
964
Destiny Wealth Partners
Florida
$396K
FCH
965
Freestone Capital Holdings
Washington
$395K +$74.2K +411 +25%
PA
966
Procyon Advisors
Connecticut
$394K -$3.43K -19 -0.9%
KF
967
KKM Financial
Illinois
$393K
PB
968
Pinnacle Bancorp
Nebraska
$391K -$180 -1 -0%
Vanguard Personalized Indexing Management
969
Vanguard Personalized Indexing Management
California
$389K
SDJVC
970
St. Denis J. Villere & Co
Louisiana
$388K +$156K +865 +75%
KP
971
Keel Point
Alabama
$388K -$96.5K -535 -21%
AI
972
Accredited Investors
Minnesota
$387K
CB
973
Cadence Bank
Mississippi
$386K -$24K -133 -6%
CWA
974
Consilium Wealth Advisory
Texas
$384K
RG
975
Rathbones Group
United Kingdom
$384K