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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
976
Cozad Asset Management
Illinois
$549K -$136K -664 -20%
SCM
977
SOL Capital Management
Maryland
$547K -$41.9K -205 -7%
PWP
978
Precedent Wealth Partners
Texas
$546K -$4.29K -21 -0.8%
CC
979
Cornerstone Capital
California
$544K +$533K +2,606 New
PTC
980
Private Trust Company
Ohio
$543K -$53.2K -260 -9%
STA
981
Smith Thornton Advisors
Alabama
$543K
QHA
982
Quarry Hill Advisors
Minnesota
$543K
LAM
983
Lakewood Asset Management
Illinois
$542K +$27K +132 +5%
PCG
984
Prosperity Consulting Group
Maryland
$541K +$25.6K +125 +5%
TWP
985
TFO Wealth Partners
Ohio
$539K -$19.4K -95 -4%
MF
986
Montis Financial
Massachusetts
$539K +$528K +2,581 New
PA
987
Pinnacle Associates
New York
$533K +$4.09K +20 +0.8%
ISB
988
Iowa State Bank
Iowa
$528K
AF
989
Apollon Financial
South Carolina
$527K -$41.1K -201 -7%
SWM
990
Selective Wealth Management
Virginia
$525K
Russell Investments Group
991
Russell Investments Group
United Kingdom
$525K +$29.9K +146 +6%
FNBSF
992
First National Bank Sioux Falls
South Dakota
$525K
MWM
993
McMill Wealth Management
Nebraska
$524K
DWT
994
Dorsey & Whitney Trust
South Dakota
$524K -$67.1K -328 -12%
OFS
995
Oldfather Financial Services
Nebraska
$524K
MMCM
996
Murphy & Mullick Capital Management
New York
$523K
GWMI
997
Guardian Wealth Management (Illinois)
Illinois
$523K +$7.36K +36 +1%
ACA
998
Aptus Capital Advisors
Alabama
$523K +$409 +2 +0.1%
SW
999
SteelPeak Wealth
California
$521K +$4.91K +24 +1%
PI
1000
PFG Investments
New York
$521K +$8.59K +42 +2%