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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
951
Harbor Investment Advisory
Maryland
$557K +$47.8K +258 +10%
DWT
952
Dorsey & Whitney Trust
South Dakota
$554K -$129K -696 -20%
SCM
953
SOL Capital Management
Maryland
$551K – – –
VCM
954
Vivaldi Capital Management
Illinois
$551K – – –
PCM
955
Pointe Capital Management
Michigan
$549K – – –
FWA
956
FSM Wealth Advisors
Ohio
$547K -$3.89K -21 -0.8%
GGI
957
Godsey & Gibb Inc
Virginia
$544K – – –
UF
958
Univest Financial
Pennsylvania
$544K -$180K -975 -26%
EFL
959
ERn Financial LLC
Wisconsin
$543K -$1.11K -6 -0.2%
SCM
960
Saxony Capital Management
Missouri
$540K +$513K +2,771 New
MWM
961
Modern Wealth Management
Kansas
$540K -$15K -81 -3%
EAM
962
Empirical Asset Management
Massachusetts
$539K – – –
National Bank of Canada
963
National Bank of Canada
Quebec, Canada
$538K +$15.2K +82 +3%
SC
964
Stephens Consulting
Michigan
$535K +$148K +802 +41%
GP
965
Greenline Partners
New York
$532K -$384K -2,076 -43%
AF
966
Apollon Financial
South Carolina
$531K – – –
WAG
967
Windsor Advisory Group
Ohio
$530K – – –
SAM
968
Silvercrest Asset Management
New York
$528K -$106K -573 -17%
PW
969
Potentia Wealth
California
$528K – – –
VDI
970
Vaughan David Investments
Illinois
$527K +$500K +2,703 New
FFC
971
Frederick Financial Consultants
Maryland
$526K – – –
SWA
972
Sax Wealth Advisors
New Jersey
$525K -$27.8K -150 -5%
CWM
973
Collaborative Wealth Management
Florida
$523K -$40.2K -217 -7%
TWP
974
TFO Wealth Partners
Ohio
$523K -$10.7K -58 -2%
FIC
975
Family Investment Center
Missouri
$519K -$3.52K -19 -0.7%