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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHFP
976
Blom & Howell Financial Planning
California
$647K -$268K -1,201 -29%
BPWM
977
Badgley Phelps Wealth Managers
Washington
$646K +$131K +584 +24%
RBC
978
Roble Belko & Company
Pennsylvania
$642K +$383K +1,714 +138%
RF
979
RHS Financial
California
$639K -$34.7K -155 -5%
MWM
980
MorganRosel Wealth Management
Colorado
$639K -$222K -991 -25%
MPW
981
Magnolia Private Wealth
Pennsylvania
$638K -$17.7K -79 -3%
National Bank of Canada
982
National Bank of Canada
Quebec, Canada
$635K -$21.9K -98 -3%
SAG
983
SageView Advisory Group
California
$633K -$203K -909 -24%
Russell Investments Group
984
Russell Investments Group
United Kingdom
$632K +$73.1K +327 +13%
CB
985
Community Bank
New York
$631K
PLFS
986
Provident Living Financial Services
Utah
$631K +$4.02K +18 +0.6%
GC
987
Gibson Capital
Pennsylvania
$630K
CMMS
988
Comprehensive Money Management Services
Florida
$630K +$7.82K +35 +1%
AHC
989
Anderson Hoagland & Co
Missouri
$626K
CAM
990
Cozad Asset Management
Illinois
$624K +$96.4K +431 +18%
FWA
991
FSM Wealth Advisors
Ohio
$624K +$8.49K +38 +1%
CWRP
992
Cassady Wealth & Retirement Planning
Nevada
$624K -$74.2K -332 -11%
EFL
993
ERn Financial LLC
Wisconsin
$623K +$19.4K +87 +3%
GT
994
Glenview Trust
Kentucky
$621K +$38.9K +174 +6%
CWM
995
Centurion Wealth Management
Virginia
$620K -$9.17K -41 -1%
EWM
996
Evermay Wealth Management
Virginia
$619K -$6.48K -29 -1%
SCA
997
Strathmore Capital Advisors
North Carolina
$617K -$127K -568 -18%
HPM
998
Hoxton Planning & Management
West Virginia
$614K -$31.5K -141 -5%
IAG
999
Investmark Advisory Group
Connecticut
$613K +$22.4K +100 +4%
TCM
1000
Triumph Capital Management
Colorado
$613K -$37.1K -166 -6%