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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EB
1076
Exchange Bank
California
$466K – – –
CCG
1077
Coastwise Capital Group
California
$463K +$65.3K +312 +17%
RFP
1078
Root Financial Partners
California
$461K -$55.5K -265 -11%
AF
1079
Align Financial
Minnesota
$460K +$455K +2,172 New
TD Waterhouse Canada
1080
TD Waterhouse Canada
Ontario, Canada
$459K – – –
DW30
1081
Drucker Wealth 3.0
New Jersey
$458K -$20.1K -96 -4%
BIA
1082
Bell Investment Advisors
California
$457K +$1.68K +8 +0.4%
VCM
1083
Versant Capital Management
Arizona
$456K -$47.3K -226 -9%
SBI Securities
1084
SBI Securities
Japan
$456K +$1.68K +8 +0.4%
North Star Asset Management
1085
North Star Asset Management
Wisconsin
$454K +$449K +2,143 New
CCM
1086
Compass Capital Management
Minnesota
$453K +$54.4K +260 +14%
HCP
1087
Hardin Capital Partners
South Carolina
$453K +$628 +3 +0.1%
PWW
1088
Pettyjohn Wood & White
Virginia
$449K – – –
Callan Family Office
1089
Callan Family Office
Pennsylvania
$449K +$444K +2,120 New
BCA
1090
Bay Colony Advisors
Massachusetts
$449K -$664K -3,172 -60%
DWMS
1091
Dominguez Wealth Management Solutions
Virginia
$448K +$19.3K +92 +5%
NA
1092
Nottingham Advisors
New York
$447K +$1.47K +7 +0.3%
Burney Company
1093
Burney Company
Virginia
$444K +$208K +993 +90%
FF
1094
Financial Futures
New Jersey
$442K -$2.09K -10 -0.5%
TP
1095
TritonPoint Partners
Maryland
$442K +$437K +2,085 New
EWP
1096
Elevation Wealth Partners
California
$439K -$12.4K -59 -3%
RPSA
1097
Richard P. Slaughter Associates
Texas
$436K -$37.1K -177 -8%
PWM
1098
Provident Wealth Management
Tennessee
$436K – – –
PWMA
1099
Pension & Wealth Management Advisors
Massachusetts
$435K -$6.07K -29 -1%
GC
1100
Guidance Capital
Kentucky
$433K +$1.47K +7 +0.4%