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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
976
American Trust
Kentucky
$692K -$53.7K -231 -7%
CWM
977
Centurion Wealth Management
Virginia
$692K -$1.63K -7 -0.2%
TP
978
Trailhead Planners
Minnesota
$685K +$656K +2,821 New
GGI
979
Godsey & Gibb Inc
Virginia
$684K
PIA
980
Perennial Investment Advisors
California
$683K -$92.1K -396 -12%
FI
981
FWG Investments
Kentucky
$681K -$1.16K -5 -0.2%
EP
982
Essential Planning
New Hampshire
$681K -$103K -442 -14%
EB
983
Exchange Bank
California
$678K +$116K +498 +22%
HPM
984
Hoxton Planning & Management
West Virginia
$678K -$8.61K -37 -1%
EAM
985
Empirical Asset Management
Massachusetts
$672K
Russell Investments Group
986
Russell Investments Group
United Kingdom
$670K -$36.1K -155 -5%
IAG
987
Investmark Advisory Group
Connecticut
$667K -$17.2K -74 -3%
UWM
988
USAdvisors Wealth Management
Minnesota
$666K -$878K -3,774 -58%
AC
989
Avant Capital
Louisiana
$665K -$4.42K -19 -0.7%
BPWM
990
Badgley Phelps Wealth Managers
Washington
$664K -$56.1K -241 -8%
AWM
991
Aviso Wealth Management
Washington
$664K +$11.2K +48 +2%
DT
992
Diversified Trust
Tennessee
$661K +$19.1K +82 +3%
WAG
993
Windsor Advisory Group
Ohio
$661K
FIA
994
Foundations Investment Advisors
Arizona
$661K +$23.7K +102 +4%
PB
995
Pinnacle Bancorp
Nebraska
$659K +$56.3K +242 +10%
TWP
996
TFO Wealth Partners
Ohio
$657K +$22.1K +95 +4%
SCA
997
Strathmore Capital Advisors
North Carolina
$651K
CWRP
998
Cassady Wealth & Retirement Planning
Nevada
$650K -$2.09K -9 -0.3%
FT
999
Fiduciary Trust
Massachusetts
$650K -$9.3K -40 -1%
IW
1000
Integrated Wealthcare
North Carolina
$647K -$698 -3 -0.1%