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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1051
Carnegie Investment Counsel
Ohio
$497K -$64.1K -306 -12%
NAMNJ
1052
NorthStar Asset Management (New Jersey)
New Jersey
$497K +$7.33K +35 +2%
LWMNY
1053
Landmark Wealth Management (New York)
New York
$497K -$11.5K -55 -2%
RRA
1054
Round Rock Advisors
Connecticut
$494K
CAS
1055
Coppell Advisory Solutions
Texas
$494K +$30.6K +146 +7%
MMCM
1056
Murphy & Mullick Capital Management
New York
$493K -$37.7K -180 -7%
CTA
1057
Camelot Technology Advisors
California
$493K -$209 -1 -0%
AIA
1058
AIMZ Investment Advisors
California
$492K +$274K +1,310 +129%
RMA
1059
Roffman Miller Associates
Pennsylvania
$492K -$12.8K -61 -3%
TMWM
1060
Taylor & Morgan Wealth Management
Michigan
$492K +$3.35K +16 +0.7%
AWM
1061
Ariadne Wealth Management
California
$491K
MA
1062
Montag & Associates
Georgia
$489K
SCA
1063
STALEY CAPITAL ADVISERS
Pennsylvania
$489K
CIAS
1064
Capital Investment Advisory Services
North Carolina
$489K +$2.93K +14 +0.6%
WFA
1065
West Financial Advisors
Iowa
$488K
HAG
1066
HighPoint Advisor Group
Illinois
$488K +$482K +2,302 New
FIA
1067
Foundations Investment Advisors
Arizona
$485K +$34.3K +164 +8%
FDDB
1068
Fidelity D&D Bancorp
Pennsylvania
$480K +$9K +43 +2%
IF
1069
Integrity Financial
Wyoming
$479K -$754K -3,603 -61%
BMCM
1070
Bryn Mawr Capital Management
Pennsylvania
$478K +$1.26K +6 +0.3%
FCP
1071
Fidelis Capital Partners
Florida
$476K
BPC
1072
Bearing Point Capital
Minnesota
$470K +$3.77K +18 +0.8%
IIA
1073
IPG Investment Advisors
California
$468K
AR
1074
Apeiron RIA
Texas
$468K -$96.7K -462 -17%
EB
1075
Exchange Bank
California
$466K