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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
West Branch Capital
Massachusetts
$2.02M -$159K -1,245 -7%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$2M +$40.2K +314 +2%
FFG
228
Ford Financial Group
California
$1.99M -$263K -2,054 -12%
NL
229
NWAM LLC
Washington
$1.99M -$5.89K -46 -0.3%
ST
230
Smithfield Trust
Pennsylvania
$1.99M -$3.58K -28 -0.2%
Fiera Capital (Canada)
231
Fiera Capital (Canada)
Quebec, Canada
$1.97M -$823K -6,427 -30%
BP
232
BBR Partners
New York
$1.95M – – –
LFG
233
Larson Financial Group
Missouri
$1.9M -$7.42K -58 -0.4%
KeyBank National Association
234
KeyBank National Association
Ohio
$1.89M -$13.2K -103 -0.7%
MJRIC
235
Mogy Joel R Investment Counsel
California
$1.89M – – –
CPIG
236
Chicago Partners Investment Group
Illinois
$1.89M +$5.38K +42 +0.3%
GC
237
Gibson Capital
Pennsylvania
$1.89M – – –
RWA
238
Redhawk Wealth Advisors
Minnesota
$1.86M +$270K +2,110 +17%
AF
239
Allworth Financial
California
$1.86M +$348K +2,717 +23%
FC
240
Forte Capital
New York
$1.86M -$1.04M -8,113 -36%
IA
241
IFP Advisors
Florida
$1.84M +$1.83M +14,298 New
WP
242
WealthShield Partners
North Carolina
$1.83M – – –
BWA
243
BDO Wealth Advisors
Florida
$1.83M -$132K -1,029 -7%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$1.81M -$3M -23,468 -63%
GBT
245
Grove Bank & Trust
Florida
$1.77M +$83.2K +650 +5%
JG
246
Jefferies Group
New York
$1.77M +$1.76M +13,745 New
CANC
247
Culbertson A N & Co
Virginia
$1.77M +$132K +1,035 +8%
PIMG
248
Patriot Investment Management Group
Tennessee
$1.75M +$28.5K +223 +2%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$1.69M – – –
BPA
250
Beacon Pointe Advisors
California
$1.67M -$210K -1,643 -11%