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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
976
DGS Capital Management
New Jersey
$519K +$72.7K +393 +17%
XPN
977
XY Planning Network
Montana
$518K +$272K +1,470 +124%
AT
978
American Trust
Kentucky
$516K +$490K +2,648 New
AWM
979
Aviso Wealth Management
Washington
$515K +$26.3K +142 +6%
PWP
980
Precedent Wealth Partners
Texas
$514K -$42.9K -232 -8%
RPSA
981
Richard P. Slaughter Associates
Texas
$513K -$636K -3,436 -57%
WCM
982
Wellington Capital Management
Maryland
$509K +$483K +2,612 New
STA
983
Smith Thornton Advisors
Alabama
$507K
QHA
984
Quarry Hill Advisors
Minnesota
$507K -$2.96K -16 -0.6%
IAG
985
Investmark Advisory Group
Connecticut
$507K +$5.92K +32 +1%
SWM
986
Selective Wealth Management
Virginia
$506K
TC
987
TownSquare Capital
Utah
$504K -$4.27M -23,041 -90%
MFG
988
MidWestOne Financial Group
Iowa
$502K -$85.1K -460 -15%
MMCM
989
Murphy & Mullick Capital Management
New York
$497K
PA
990
Pinnacle Associates
New York
$494K -$40.2K -217 -8%
ISB
991
Iowa State Bank
Iowa
$494K
CAM
992
Clark Asset Management
New Hampshire
$493K +$247K +1,337 +112%
RWI
993
Red Wave Investments
Pennsylvania
$493K -$8.7K -47 -2%
FNBSF
994
First National Bank Sioux Falls
South Dakota
$490K +$15.9K +86 +4%
MWM
995
McMill Wealth Management
Nebraska
$490K
CWM
996
Copia Wealth Management
Oregon
$489K +$42K +227 +10%
OFS
997
Oldfather Financial Services
Nebraska
$489K +$76.4K +413 +20%
ACA
998
Aptus Capital Advisors
Alabama
$488K +$27.6K +149 +6%
Fisher Asset Management
999
Fisher Asset Management
Washington
$486K +$53.9K +291 +13%
TSWM
1000
Tyler-Stone Wealth Management
Ohio
$485K -$11.1K -60 -2%