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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1026
HBW Advisory Services
California
$346K
TFGT
1027
TS Financial Group (TSFG)
Illinois
$345K -$515K -2,852 -61%
JCM
1028
Jag Capital Management
Missouri
$344K -$124K -687 -28%
HIA
1029
Harbor Investment Advisory
Maryland
$342K +$152K +845 +90%
HSBC Holdings
1030
HSBC Holdings
United Kingdom
$340K -$348K -1,928 -52%
CRC
1031
Curi RMB Capital
Illinois
$340K +$94.4K +523 +42%
WFA
1032
Wells Financial Advisors
Massachusetts
$338K
WCM
1033
Weik Capital Management
Pennsylvania
$336K
SIC
1034
Sterling Investment Counsel
New York
$335K -$2.17K -12 -0.7%
HGERS
1035
Householder Group Estate & Retirement Specialist
Arizona
$335K +$6.13K +34 +2%
GWM
1036
Grand Wealth Management
Michigan
$334K
GS
1037
GTS Securities
Florida
$332K +$312K +1,731 New
FOA
1038
Five Oceans Advisors
California
$330K -$432K -2,392 -58%
TIM
1039
Total Investment Management
Arizona
$329K -$12.5K -69 -4%
HBW
1040
Hazlett, Burt & Watson
West Virginia
$328K -$541 -3 -0.2%
BAM
1041
BTS Asset Management
Massachusetts
$328K -$30K -166 -9%
LA
1042
Lifeworks Advisors
Michigan
$328K -$123K -683 -29%
FCP
1043
Fidelis Capital Partners
Florida
$321K +$12.5K +69 +4%
OPPS
1044
Obsidian Personal Planning Solutions
Maryland
$320K -$81K -449 -20%
CWA
1045
CM Wealth Advisors
Ohio
$319K
CWM
1046
Connecticut Wealth Management
Connecticut
$317K -$77.4K -429 -21%
LL
1047
LPWM LLC
Minnesota
$317K +$19.7K +109 +7%
HIGP
1048
Hill Investment Group Partners
Missouri
$315K +$902 +5 +0.3%
MCM
1049
Mattern Capital Management
Colorado
$314K
EK
1050
Evensky & Katz
Florida
$314K +$18.8K +104 +7%