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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Burleson & Co
California
$2.05M -$146K -1,150 -7%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.03M +$13.1K +103 +0.7%
ST
228
Smithfield Trust
Pennsylvania
$2.02M -$61.4K -483 -3%
VFA
229
Voya Financial Advisors
Connecticut
$2.02M -$37.5K -295 -2%
BWA
230
BDO Wealth Advisors
Florida
$2.01M -$571K -4,490 -22%
BDF
231
Black Diamond Financial
Maryland
$2.01M -$566K -4,446 -22%
MJRIC
232
Mogy Joel R Investment Counsel
California
$1.99M -$92.2K -725 -4%
JIP
233
Jaffetilchin Investment Partners
Florida
$1.95M – – –
BP
234
BBR Partners
New York
$1.95M +$283K +2,222 +17%
LFG
235
Larson Financial Group
Missouri
$1.93M -$83.1K -653 -4%
KeyBank National Association
236
KeyBank National Association
Ohio
$1.92M -$27.7K -218 -1%
CPIG
237
Chicago Partners Investment Group
Illinois
$1.91M -$14.5K -114 -0.8%
NL
238
NWAM LLC
Washington
$1.86M +$254 +2 +0%
WP
239
WealthShield Partners
North Carolina
$1.83M -$219K -1,724 -11%
PIMG
240
Patriot Investment Management Group
Tennessee
$1.81M +$1.79M +14,066 New
MD
241
Money Design
Japan
$1.79M +$1.77M +13,933 New
GC
242
Gibson Capital
Pennsylvania
$1.76M -$179K -1,408 -9%
RWA
243
Redhawk Wealth Advisors
Minnesota
$1.74M +$42.1K +331 +3%
BCA
244
Berman Capital Advisors
Georgia
$1.73M -$103K -806 -6%
PFPT
245
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73M -$28.2K -222 -2%
BJL
246
Brighton Jones LLC
Washington
$1.71M +$44.1K +347 +3%
EWA
247
Exencial Wealth Advisors
Oklahoma
$1.71M -$99.7K -784 -6%
TIM
248
Tortoise Investment Management
New York
$1.7M +$235K +1,845 +16%
WFPG
249
Waller Financial Planning Group
Ohio
$1.7M -$328K -2,578 -17%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$859K +6,754 +225%