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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ERIC
976
Eagle Rock Investment Company
Georgia
$699K -$34.2K -147 -5%
FWA
977
FSM Wealth Advisors
Ohio
$699K +$1.16K +5 +0.2%
EFL
978
ERn Financial LLC
Wisconsin
$697K – – –
PLFS
979
Provident Living Financial Services
Utah
$696K -$8.84K -38 -1%
CA
980
Continuum Advisory
Idaho
$695K -$82.8K -356 -11%
AT
981
American Trust
Kentucky
$692K -$53.7K -231 -7%
CWM
982
Centurion Wealth Management
Virginia
$692K -$1.63K -7 -0.2%
TP
983
Trailhead Planners
Minnesota
$685K +$656K +2,821 New
GGI
984
Godsey & Gibb Inc
Virginia
$684K – – –
PIA
985
Perennial Investment Advisors
California
$683K -$92.1K -396 -12%
FI
986
FWG Investments
Kentucky
$681K -$1.16K -5 -0.2%
EP
987
Essential Planning
New Hampshire
$681K -$103K -442 -14%
EB
988
Exchange Bank
California
$678K +$116K +498 +22%
HPM
989
Hoxton Planning & Management
West Virginia
$678K -$8.61K -37 -1%
EAM
990
Empirical Asset Management
Massachusetts
$672K – – –
Russell Investments Group
991
Russell Investments Group
United Kingdom
$670K -$36.1K -155 -5%
IAG
992
Investmark Advisory Group
Connecticut
$667K -$17.2K -74 -3%
UWM
993
USAdvisors Wealth Management
Minnesota
$666K -$878K -3,774 -58%
AC
994
Avant Capital
Louisiana
$665K -$4.42K -19 -0.7%
BPWM
995
Badgley Phelps Wealth Managers
Washington
$664K -$56.1K -241 -8%
AWM
996
Aviso Wealth Management
Washington
$664K +$11.2K +48 +2%
DT
997
Diversified Trust
Tennessee
$661K +$19.1K +82 +3%
WAG
998
Windsor Advisory Group
Ohio
$661K – – –
FIA
999
Foundations Investment Advisors
Arizona
$661K +$23.7K +102 +4%
PB
1000
Pinnacle Bancorp
Nebraska
$659K +$56.3K +242 +10%