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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
951
Williams Jones Wealth Management
New York
$398K
SAM
952
SignalPoint Asset Management
Missouri
$397K +$924 +5 +0.2%
FF
953
Financial Futures
New Jersey
$393K -$5.73K -31 -1%
PI
954
PFG Investments
New York
$392K -$815K -4,411 -67%
DP
955
Dearborn Partners
Illinois
$391K -$57.8K -313 -13%
SWP
956
Summit Wealth Partners
Florida
$390K -$4.43K -24 -1%
VA
957
Valmark Advisers
Ohio
$390K +$36.2K +196 +10%
PA
958
Procyon Advisors
Connecticut
$389K +$14.2K +77 +4%
PWW
959
Pettyjohn Wood & White
Virginia
$387K
OFS
960
Oldfather Financial Services
Nebraska
$383K -$29.4K -159 -7%
BIA
961
Bell Investment Advisors
California
$381K +$49.3K +267 +15%
WFA
962
West Financial Advisors
Iowa
$379K +$21.2K +115 +6%
CWM
963
Cahill Wealth Management
Michigan
$378K
DWMS
964
Dominguez Wealth Management Solutions
Virginia
$378K -$7.39K -40 -2%
PB
965
Pinnacle Bancorp
Nebraska
$376K +$4.62K +25 +1%
PWM
966
Provident Wealth Management
Tennessee
$375K +$314K +1,700 +476%
BC
967
Burney Company
Virginia
$374K -$15.5K -84 -4%
KF
968
KKM Financial
Illinois
$374K
SAI
969
Savvy Advisors Inc
New York
$373K -$57.6K -312 -13%
Vanguard Personalized Indexing Management
970
Vanguard Personalized Indexing Management
California
$370K
SDJVC
971
St. Denis J. Villere & Co
Louisiana
$369K
GHAM
972
Gilman Hill Asset Management
Connecticut
$368K -$158K -855 -30%
AI
973
Accredited Investors
Minnesota
$368K
DCM
974
DGS Capital Management
New Jersey
$366K +$8.87K +48 +2%
BAM
975
Bosun Asset Management
Illinois
$365K