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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
976
Secure Asset Management
Michigan
$377K +$342K +2,096 New
EF
977
Empowered Funds
Pennsylvania
$375K +$340K +2,085 New
CWM
978
Connecticut Wealth Management
Connecticut
$375K -$24.8K -152 -7%
PA
979
Procyon Advisors
Connecticut
$373K -$156K -956 -32%
CWM
980
Cahill Wealth Management
Michigan
$373K -$34.6K -212 -9%
SAM
981
SignalPoint Asset Management
Missouri
$371K -$18.1K -111 -5%
KF
982
KKM Financial
Illinois
$369K +$334K +2,049 New
PB
983
Pinnacle Bancorp
Nebraska
$367K +$326 +2 +0.1%
AP
984
Appleton Partners
Massachusetts
$365K -$2.45K -15 -0.7%
FT
985
Fiduciary Trust
Massachusetts
$365K
Vanguard Personalized Indexing Management
986
Vanguard Personalized Indexing Management
California
$364K +$331K +2,025 New
AI
987
Accredited Investors
Minnesota
$363K
DWP
988
Destiny Wealth Partners
Florida
$361K
TWM
989
Thrive Wealth Management
Pennsylvania
$360K -$816 -5 -0.2%
CWA
990
Consilium Wealth Advisory
Texas
$360K
RG
991
Rathbones Group
United Kingdom
$360K
AIM
992
Athena Investment Management
California
$360K
SW
993
SteelPeak Wealth
California
$358K +$23.8K +146 +8%
CHA
994
Carmichael Hill & Associates
Maryland
$357K +$163 +1 +0.1%
AWM
995
Angeles Wealth Management
California
$356K -$7.84K -48 -2%
GI
996
Gradient Investments
Minnesota
$355K +$40.5K +248 +14%
WFA
997
West Financial Advisors
Iowa
$353K -$3.1K -19 -1%
DWM
998
Defined Wealth Management
Oregon
$353K +$14.4K +88 +5%
AWM
999
Austin Wealth Management
Texas
$352K -$67.1K -411 -17%
EWM
1000
Evercore Wealth Management
New York
$350K