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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Southern Wealth Management
Texas
$2.54M +$2.45M +18,515 New
KCM
227
Kathmere Capital Management
Pennsylvania
$2.49M +$2.4M +18,150 New
PAI
228
Pittenger & Anderson Inc
Nebraska
$2.44M -$5.03K -38 -0.2%
SCG
229
Sonata Capital Group
Washington
$2.42M -$205K -1,550 -8%
CDH
230
Charles D. Hyman
$2.36M – – –
ATC
231
Argent Trust Co
Tennessee
$2.35M +$40.5K +306 +2%
PA
232
Probity Advisors
Texas
$2.35M -$2.92K -22 -0.1%
BRWM
233
B. Riley Wealth Management
Tennessee
$2.27M +$55.5K +419 +3%
TC
234
TAP Consulting
Missouri
$2.21M -$111K -841 -5%
WBC
235
West Branch Capital
Massachusetts
$2.16M +$16.8K +127 +0.8%
Fiera Capital (Canada)
236
Fiera Capital (Canada)
Quebec, Canada
$2.15M +$47.8K +361 +2%
BDF
237
Black Diamond Financial
Maryland
$2.13M -$757K -5,716 -27%
ST
238
Smithfield Trust
Pennsylvania
$2.11M – – –
TWA
239
Tillar-Wenstrup Advisors
Ohio
$2.11M +$2.04M +15,424 New
APSP
240
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.11M -$1.85K -14 -0.1%
NL
241
NWAM LLC
Washington
$2.09M -$23.3K -176 -1%
PFA
242
Pathway Financial Advisors
Vermont
$2.07M -$147K -1,110 -7%
KeyBank National Association
243
KeyBank National Association
Ohio
$2.06M +$48.9K +369 +3%
ACA
244
Atlas Capital Advisors
Wyoming
$2.06M +$369K +2,788 +23%
FFG
245
Ford Financial Group
California
$2.05M -$62.5K -472 -3%
MA
246
Mutual Advisors
Nebraska
$2.04M +$1.15M +8,696 +141%
VFA
247
Voya Financial Advisors
Connecticut
$2.03M -$117K -885 -6%
CPIG
248
Chicago Partners Investment Group
Illinois
$2.03M +$11.4K +86 +0.6%
VCAM
249
Van Cleef Asset Management
Ohio
$2.03M +$522K +3,940 +36%
LFG
250
Larson Financial Group
Missouri
$2.01M -$5.83K -44 -0.3%