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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LL
1051
LPWM LLC
Minnesota
$421K +$127K +688 +47%
HCP
1052
Hardin Capital Partners
South Carolina
$421K +$14.3K +77 +4%
FB
1053
Finward Bancorp
Indiana
$420K +$2.04K +11 +0.5%
IIA
1054
Integral Investment Advisors
California
$420K +$106K +570 +36%
BA
1055
Bristlecone Advisors
Washington
$419K +$296K +1,600 +290%
SS
1056
SBI Securities
Japan
$419K -$65.5K -354 -14%
TFCP
1057
Twin Focus Capital Partners
Massachusetts
$416K +$24.2K +131 +7%
SAM
1058
Smartleaf Asset Management
Massachusetts
$415K -$139K -752 -26%
WKWM
1059
Walter & Keenan Wealth Management
Indiana
$414K -$100K -540 -20%
KCFA
1060
Key Client Fiduciary Advisors
New Jersey
$414K -$7.96K -43 -2%
PWW
1061
Pettyjohn Wood & White
Virginia
$413K – – –
HSA
1062
HBK Sorce Advisory
Pennsylvania
$413K -$210K -1,135 -35%
MAM
1063
MWA Asset Management
Massachusetts
$412K -$111K -600 -22%
BIA
1064
Bell Investment Advisors
California
$410K -$42K -227 -10%
NA
1065
Nottingham Advisors
New York
$409K -$11.7K -63 -3%
PWMA
1066
Pension & Wealth Management Advisors
Massachusetts
$409K – – –
FF
1067
Financial Futures
New Jersey
$409K -$5K -27 -1%
IRAG
1068
Investment Research & Advisory Group
Georgia
$406K +$386K +2,083 New
Vanguard Personalized Indexing Management
1069
Vanguard Personalized Indexing Management
California
$404K -$1.67K -9 -0.4%
PWM
1070
Provident Wealth Management
Tennessee
$401K – – –
VFPW
1071
Vantage Financial Partners (Wisconsin)
Wisconsin
$400K -$19.3K -104 -5%
KF
1072
KKM Financial
Illinois
$400K – – –
RPGNY
1073
Retirement Planning Group (New York)
New York
$399K +$137K +741 +57%
DWMS
1074
Dominguez Wealth Management Solutions
Virginia
$395K – – –
BCA
1075
Ballentine Capital Advisors
South Carolina
$394K -$44.8K -242 -11%