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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
951
Camelot Portfolios
Ohio
$398K +$14.4K +78 +4%
WJWM
952
Williams Jones Wealth Management
New York
$398K – – –
SAM
953
SignalPoint Asset Management
Missouri
$397K +$924 +5 +0.2%
FF
954
Financial Futures
New Jersey
$393K -$5.73K -31 -1%
PI
955
PFG Investments
New York
$392K -$815K -4,411 -67%
DP
956
Dearborn Partners
Illinois
$391K -$57.8K -313 -13%
SWP
957
Summit Wealth Partners
Florida
$390K -$4.43K -24 -1%
VA
958
Valmark Advisers
Ohio
$390K +$36.2K +196 +10%
PA
959
Procyon Advisors
Connecticut
$389K +$14.2K +77 +4%
PWW
960
Pettyjohn Wood & White
Virginia
$387K – – –
OFS
961
Oldfather Financial Services
Nebraska
$383K -$29.4K -159 -7%
BIA
962
Bell Investment Advisors
California
$381K +$49.3K +267 +15%
WFA
963
West Financial Advisors
Iowa
$379K +$21.2K +115 +6%
CWM
964
Cahill Wealth Management
Michigan
$378K – – –
DWMS
965
Dominguez Wealth Management Solutions
Virginia
$378K -$7.39K -40 -2%
PB
966
Pinnacle Bancorp
Nebraska
$376K +$4.62K +25 +1%
PWM
967
Provident Wealth Management
Tennessee
$375K +$314K +1,700 +476%
BC
968
Burney Company
Virginia
$374K -$15.5K -84 -4%
KF
969
KKM Financial
Illinois
$374K – – –
SAI
970
Savvy Advisors Inc
New York
$373K -$57.6K -312 -13%
Vanguard Personalized Indexing Management
971
Vanguard Personalized Indexing Management
California
$370K – – –
SDJVC
972
St. Denis J. Villere & Co
Louisiana
$369K – – –
GHAM
973
Gilman Hill Asset Management
Connecticut
$368K -$158K -855 -30%
AI
974
Accredited Investors
Minnesota
$368K – – –
DCM
975
DGS Capital Management
New Jersey
$366K +$8.87K +48 +2%