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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1026
Kayne Anderson Rudnick Investment Management
California
$618K -$206K -886 -26%
SWM
1027
Selective Wealth Management
Virginia
$618K – – –
TBFA
1028
Three Bearings Fiduciary Advisors
New Hampshire
$617K -$17.7K -76 -3%
GSC
1029
G&S Capital
Colorado
$616K +$590K +2,536 New
RFP
1030
Root Financial Partners
California
$616K +$87.7K +377 +17%
HCM
1031
Highview Capital Management
Illinois
$615K +$589K +2,531 New
AF
1032
Apollon Financial
South Carolina
$614K -$34.9K -150 -6%
WIC
1033
Woodmont Investment Counsel
Tennessee
$613K – – –
AWP
1034
Axis Wealth Partners
Rhode Island
$610K -$26.8K -115 -4%
LHEI
1035
Leo H. Evart Inc
California
$609K +$3.49K +15 +0.6%
MWM
1036
McMill Wealth Management
Nebraska
$606K -$6.51K -28 -1%
FIC
1037
Family Investment Center
Missouri
$604K +$1.63K +7 +0.3%
PCG
1038
Prosperity Consulting Group
Maryland
$601K +$3.95K +17 +0.7%
DWM
1039
DeLarme Wealth Management
California
$599K – – –
HAG
1040
HighPoint Advisor Group
Illinois
$598K +$6.51K +28 +1%
PWP
1041
Precedent Wealth Partners
Texas
$592K +$4.42K +19 +0.8%
FCP
1042
Fidelis Capital Partners
Florida
$591K +$43.3K +186 +8%
PWA
1043
Principia Wealth Advisory
Texas
$591K -$70K -301 -11%
SA
1044
Sovran Advisors
California
$588K +$251K +1,078 +83%
BBA
1045
BLB&B Advisors
Pennsylvania
$588K -$82.3K -354 -13%
TCM
1046
Triumph Capital Management
Colorado
$586K -$95.4K -410 -15%
NAMNJ
1047
NorthStar Asset Management (New Jersey)
New Jersey
$585K +$15.8K +68 +3%
CWM
1048
Collaborative Wealth Management
Florida
$585K -$46.5K -200 -8%
BWP
1049
Burling Wealth Partners
Illinois
$585K +$27K +116 +5%
CFP
1050
Cascade Financial Partners
California
$584K – – –