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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1051
Dunhill Financial
United Kingdom
$388K +$399K +2,021 +3,158%
Vanguard Personalized Indexing Management
1052
Vanguard Personalized Indexing Management
California
$387K -$109K -551 -21%
CWM
1053
Cahill Wealth Management
Michigan
$386K – – –
Vontobel Holding
1054
Vontobel Holding
Switzerland
$385K +$409K +2,068 New
Fiduciary Trust
1055
Fiduciary Trust
Massachusetts
$385K +$59.1K +299 +17%
Helen Stephens Group
1056
Helen Stephens Group
Texas
$384K +$407K +2,060 New
PWM
1057
Provident Wealth Management
Tennessee
$383K – – –
KKM Financial
1058
KKM Financial
Illinois
$382K – – –
HCP
1059
Hardin Capital Partners
South Carolina
$380K -$11.7K -59 -3%
GTS Securities
1060
GTS Securities
Florida
$379K +$402K +2,035 New
DWMS
1061
Dominguez Wealth Management Solutions
Virginia
$378K -$2.96K -15 -0.7%
St. Denis J. Villere & Co
1062
St. Denis J. Villere & Co
Louisiana
$377K – – –
WCM
1063
Winthrop Capital Management
Indiana
$375K – – –
WQ
1064
Wealth Quarterback
New Jersey
$373K -$236K -1,197 -37%
BAM
1065
Bosun Asset Management
Illinois
$373K – – –
Rathbones Group
1066
Rathbones Group
United Kingdom
$373K – – –
Twin Focus Capital Partners
1067
Twin Focus Capital Partners
Massachusetts
$373K +$29.6K +150 +8%
GC
1068
Guidance Capital
Kentucky
$372K +$25.5K +129 +7%
AIM
1069
Athena Investment Management
California
$372K – – –
Burling Wealth Partners
1070
Burling Wealth Partners
Illinois
$371K – – –
RIS
1071
Richmond Investment Services
Wisconsin
$365K +$1.18K +6 +0.3%
Vista Capital Partners
1072
Vista Capital Partners
Oregon
$365K -$14K -71 -4%
RWA
1073
Rooted Wealth Advisors
Illinois
$363K -$2.37K -12 -0.6%
SC
1074
Stephens Consulting
Michigan
$362K -$395 -2 -0.1%
MIA
1075
Milestone Investment Advisors
Wisconsin
$361K -$50.2K -254 -12%