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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Cahill Wealth Management
Michigan
$416K
WF
977
WoodTrust Financial
Wisconsin
$415K +$19.6K +102 +5%
DWMS
978
Dominguez Wealth Management Solutions
Virginia
$414K -$1.73K -9 -0.4%
WJWM
979
Williams Jones Wealth Management
New York
$413K -$23.1K -120 -6%
PWM
980
Provident Wealth Management
Tennessee
$413K
KF
981
KKM Financial
Illinois
$411K
Vanguard Personalized Indexing Management
982
Vanguard Personalized Indexing Management
California
$410K +$3.27K +17 +0.8%
BA
983
Brightwater Advisory
Florida
$409K -$123K -638 -24%
BC
984
Burney Company
Virginia
$408K -$3.85K -20 -1%
SDJVC
985
St. Denis J. Villere & Co
Louisiana
$406K
AI
986
Accredited Investors
Minnesota
$405K
DCM
987
DGS Capital Management
New Jersey
$403K +$384 +2 +0.1%
HCP
988
Hardin Capital Partners
South Carolina
$403K -$57.5K -299 -13%
BAM
989
Bosun Asset Management
Illinois
$402K
RG
990
Rathbones Group
United Kingdom
$402K
AIM
991
Athena Investment Management
California
$401K
MAS
992
Meeder Advisory Services
Ohio
$401K +$384K +1,998 New
BBA
993
BLB&B Advisors
Pennsylvania
$399K +$14.8K +77 +4%
HIA
994
Harbor Investment Advisory
Maryland
$398K +$2.12K +11 +0.6%
EW
995
Elyxium Wealth
California
$397K +$380K +1,978 New
National Bank of Canada
996
National Bank of Canada
Quebec, Canada
$395K +$256K +1,334 +211%
CB
997
Cadence Bank
Mississippi
$394K -$961 -5 -0.3%
SC
998
Stephens Consulting
Michigan
$393K -$50.9K -265 -12%
KP
999
Keel Point
Alabama
$391K +$6.15K +32 +2%
SFS
1000
Summit Financial Strategies
Ohio
$390K +$10.6K +55 +3%