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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
976
Vista Capital Partners
Oregon
$270K -$345K -2,164 -56%
OA
977
Operose Advisors
Wisconsin
$269K +$1.75K +11 +0.7%
TA
978
TFG Advisers
Michigan
$269K +$27.5K +173 +11%
RBFC
979
Roman Butler Fullerton & Co
Missouri
$268K -$15.6K -98 -6%
SFS
980
Summit Financial Strategies
Ohio
$263K +$478 +3 +0.2%
RC
981
Rovin Capital
Arizona
$261K -$159 -1 -0.1%
HIS
982
Horizon Investment Services
Indiana
$260K +$261K +1,639 New
SYBT
983
Stock Yards Bank & Trust
Kentucky
$260K
BIA
984
Bell Investment Advisors
California
$260K +$159 +1 +0.1%
MWA
985
Mills Wealth Advisors
Texas
$258K +$259K +1,626 New
CPG
986
Cornerstone Planning Group
New Jersey
$256K +$248K +1,558 New
Kovitz Investment Group Partners
987
Kovitz Investment Group Partners
Illinois
$256K -$127K -800 -33%
SIC
988
SJS Investment Consulting
Ohio
$256K -$156K -981 -38%
BWM
989
Benchmark Wealth Management
Connecticut
$256K -$12.9K -81 -5%
HJMC
990
Hellman Jordan Management Company
Massachusetts
$254K +$31.8K +200 +14%
RWA
991
Rooted Wealth Advisors
Illinois
$254K +$255K +1,600 New
CI
992
Ceera Investments
Texas
$252K -$5.73K -36 -2%
RWM
993
Ritholtz Wealth Management
New York
$252K +$253K +1,586 New
HSBC Holdings
994
HSBC Holdings
United Kingdom
$251K
EK
995
Evensky & Katz
Florida
$250K +$35.2K +221 +16%
FA
996
Fortis Advisors
Pennsylvania
$249K +$1.75K +11 +0.7%
SIC
997
Sterling Investment Counsel
New York
$249K -$162K -1,020 -39%
CWP
998
Corepath Wealth Partners
Arizona
$248K
TSWM
999
Tyler-Stone Wealth Management
Ohio
$247K +$1.43K +9 +0.6%
B
1000
Bridgeworth
Alabama
$246K -$8.92K -56 -3%