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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
1051
Key Client Fiduciary Advisors
New Jersey
$584K -$15.1K -65 -3%
DWT
1052
Dorsey & Whitney Trust
South Dakota
$583K -$4.42K -19 -0.8%
RI
1053
Rinkey Investments
California
$581K – – –
TFGT
1054
TS Financial Group (TSFG)
Illinois
$581K -$1.4K -6 -0.3%
AI
1055
Accredited Investors
Minnesota
$579K +$93K +400 +20%
MPW
1056
MASECO Private Wealth
$579K +$336K +1,446 +154%
DP
1057
Dearborn Partners
Illinois
$579K +$37.2K +160 +7%
MF
1058
Manuka Financial
Virginia
$578K – – –
AWM
1059
Atticus Wealth Management
Florida
$578K -$18.4K -79 -3%
CPWM
1060
Cypress Point Wealth Management
Texas
$578K -$530K -2,278 -49%
OCM
1061
Orleans Capital Management
Louisiana
$577K – – –
NFP
1062
Narus Financial Partners
Utah
$575K +$28.4K +122 +5%
FNBSF
1063
First National Bank Sioux Falls
South Dakota
$574K – – –
MPW
1064
Magnolia Private Wealth
Pennsylvania
$573K -$135K -581 -20%
LWM
1065
Lodestone Wealth Management
Washington
$572K – – –
LNWTC
1066
Laird Norton Wetherby Trust Company
Washington
$572K +$155K +667 +40%
LPT
1067
Legacy Private Trust
Wisconsin
$571K -$3.72K -16 -0.7%
Envestnet Portfolio Solutions
1068
Envestnet Portfolio Solutions
Illinois
$570K +$33.3K +143 +6%
KCA
1069
Kastel Capital Advisors
Massachusetts
$569K +$233 +1 +0%
RMA
1070
Roffman Miller Associates
Pennsylvania
$568K +$233 +1 +0%
CTA
1071
Camelot Technology Advisors
California
$567K +$698 +3 +0.1%
AWM
1072
Angeles Wealth Management
California
$564K +$322K +1,383 +147%
MA
1073
Montag & Associates
Georgia
$562K – – –
SCA
1074
STALEY CAPITAL ADVISERS
Pennsylvania
$562K – – –
HCP
1075
Hardin Capital Partners
South Carolina
$560K +$10.5K +45 +2%