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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
1051
Dearborn Partners
Illinois
$579K +$37.2K +160 +7%
MF
1052
Manuka Financial
Virginia
$578K
AWM
1053
Atticus Wealth Management
Florida
$578K -$18.4K -79 -3%
CPWM
1054
Cypress Point Wealth Management
Texas
$578K -$530K -2,278 -49%
OCM
1055
Orleans Capital Management
Louisiana
$577K
NFP
1056
Narus Financial Partners
Utah
$575K +$28.4K +122 +5%
FNBSF
1057
First National Bank Sioux Falls
South Dakota
$574K
MPW
1058
Magnolia Private Wealth
Pennsylvania
$573K -$135K -581 -20%
LWM
1059
Lodestone Wealth Management
Washington
$572K
LNWTC
1060
Laird Norton Wetherby Trust Company
Washington
$572K +$155K +667 +40%
LPT
1061
Legacy Private Trust
Wisconsin
$571K -$3.72K -16 -0.7%
Envestnet Portfolio Solutions
1062
Envestnet Portfolio Solutions
Illinois
$570K +$33.3K +143 +6%
KCA
1063
Kastel Capital Advisors
Massachusetts
$569K +$233 +1 +0%
RMA
1064
Roffman Miller Associates
Pennsylvania
$568K +$233 +1 +0%
CTA
1065
Camelot Technology Advisors
California
$567K +$698 +3 +0.1%
AWM
1066
Angeles Wealth Management
California
$564K +$322K +1,383 +147%
MA
1067
Montag & Associates
Georgia
$562K
SCA
1068
STALEY CAPITAL ADVISERS
Pennsylvania
$562K
HCP
1069
Hardin Capital Partners
South Carolina
$560K +$10.5K +45 +2%
WFA
1070
West Financial Advisors
Iowa
$560K
RWI
1071
Red Wave Investments
Pennsylvania
$559K -$35.8K -154 -6%
GGS
1072
Galvin Gaustad & Stein
Arizona
$559K -$105K -450 -16%
CWS
1073
Confluence Wealth Services
Pennsylvania
$555K +$67.2K +289 +14%
LWMNY
1074
Landmark Wealth Management (New York)
New York
$550K -$25.4K -109 -5%
FSA
1075
Fort Sheridan Advisors
Illinois
$550K -$28.1K -121 -5%