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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1001
Tyche Wealth Partners
Texas
$646K +$2.79K +12 +0.5%
GP
1002
Greenline Partners
New York
$646K
FFC
1003
Frederick Financial Consultants
Maryland
$644K -$11.6K -50 -2%
SFM
1004
Systematic Financial Management
New Jersey
$643K +$559K +2,405 +994%
WF
1005
WoodTrust Financial
Wisconsin
$643K +$2.09K +9 +0.3%
CAS
1006
Coppell Advisory Solutions
Texas
$643K +$1.05M +4,511 New
HCA
1007
Harpswell Capital Advisors
Maine
$641K -$814K -3,500 -57%
GT
1008
Glenview Trust
Kentucky
$640K -$52.3K -225 -8%
PTC
1009
Private Trust Company
Ohio
$638K -$2.79K -12 -0.5%
LAM
1010
Lakewood Asset Management
Illinois
$635K -$38.4K -165 -6%
HCP
1011
Hexagon Capital Partners
Arkansas
$634K -$5.82K -25 -0.9%
TA
1012
Tactive Advisors
Florida
$633K -$22.1K -95 -4%
UF
1013
Univest Financial
Pennsylvania
$632K -$7.44K -32 -1%
SFPG
1014
Stonebridge Financial Planning Group
Florida
$631K -$23.3K -100 -4%
STA
1015
Smith Thornton Advisors
Alabama
$629K
SAG
1016
SageView Advisory Group
California
$628K -$76.3K -328 -11%
WTA
1017
Washington Trust Advisors
Massachusetts
$624K +$127K +545 +27%
GWM
1018
Gilpin Wealth Management
Colorado
$620K -$4.88K -21 -0.8%
QHA
1019
Quarry Hill Advisors
Minnesota
$620K
GWMI
1020
Guardian Wealth Management (Illinois)
Illinois
$619K +$10.5K +45 +2%
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$618K -$206K -886 -26%
SWM
1022
Selective Wealth Management
Virginia
$618K
TBFA
1023
Three Bearings Fiduciary Advisors
New Hampshire
$617K -$17.7K -76 -3%
GSC
1024
G&S Capital
Colorado
$616K +$590K +2,536 New
RFP
1025
Root Financial Partners
California
$616K +$87.7K +377 +17%