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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
1351
Tandem Financial
Colorado
$262K +$269K +1,205 New
TA
1352
TruWealth Advisors
Louisiana
$261K
HBW
1353
Hazlett, Burt & Watson
West Virginia
$261K +$224 +1 +0.1%
Renaissance Technologies
1354
Renaissance Technologies
New York
$261K +$268K +1,200 New
BWP
1355
Balboa Wealth Partners
Arizona
$259K -$11K -49 -4%
RFP
1356
RCS Financial Planning
Maryland
$258K
WP
1357
Walleye Partners
Wisconsin
$258K -$18.3K -82 -6%
PCH
1358
PGIM Custom Harvest
New Jersey
$258K +$894 +4 +0.3%
WAM
1359
WNY Asset Management
New York
$258K +$265K +1,186 New
RBC
1360
Romano Brothers & Co
Illinois
$257K
SWM
1361
SilverOak Wealth Management
Minnesota
$257K
GC
1362
Gilbert & Cook
Iowa
$254K
SNBOSCI
1363
Security National Bank of Sioux City Iowa
Iowa
$253K +$261K +1,166 New
NEWAS
1364
N.E.W. Advisory Services
Wisconsin
$252K +$224 +1 +0.1%
ALWM
1365
Andrews Lucia Wealth Management
California
$252K
DF
1366
Daviman Financial
Indiana
$251K -$38.7K -173 -13%
WIA
1367
Wetzel Investment Advisors
Indiana
$250K +$258K +1,153 New
GSWM
1368
Golden State Wealth Management
California
$250K -$32.9K -147 -11%
EFG
1369
Ehrlich Financial Group
California
$250K -$3.13K -14 -1%
B
1370
Bayban
Minnesota
$250K
ACM
1371
Advisors Capital Management
New Jersey
$250K +$18.8K +84 +8%
CGPCS
1372
Capital Group Private Client Services
California
$249K +$8.94K +40 +4%
BFP
1373
Beacon Financial Planning
Massachusetts
$249K +$256K +1,145 New
GC
1374
Granville Capital
North Carolina
$248K
FGAM
1375
Financial Gravity Asset Management
Texas
$247K