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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$2.15M -$178K -1,587 -8%
AAP
227
Arax Advisory Partners
Colorado
$2.13M +$127K +1,136 +6%
CC
228
Cypress Capital
Tennessee
$2.12M -$1.6M -14,255 -44%
IWM
229
IHT Wealth Management
Illinois
$2.11M +$43.2K +385 +2%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$2.08M -$213K -1,896 -10%
WLIM
231
White Lighthouse Investment Management
Massachusetts
$2.06M +$129K +1,153 +7%
GCA
232
Gradient Capital Advisors
California
$2.06M +$151K +1,349 +8%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.05M +$428K +3,815 +26%
DSC
234
Duncker Streett & Co
Missouri
$2.05M +$51.9K +463 +3%
FFG
235
Fullen Financial Group
Ohio
$2.05M +$9.98K +89 +0.5%
FA
236
Fortis Advisors
Pennsylvania
$2M -$210K -1,875 -9%
NNP
237
Nachman Norwood & Parrott
South Carolina
$1.98M +$344K +3,072 +21%
CAMG
238
CWA Asset Management Group
Florida
$1.96M +$1.99M +17,726 New
DC
239
Davenport & Co
Virginia
$1.93M +$12K +107 +0.6%
NL
240
NWAM LLC
Washington
$1.91M -$5.61K -50 -0.3%
SFP
241
Shepherd Financial Partners
Massachusetts
$1.86M +$189K +1,683 +11%
CDH
242
Charles D. Hyman
$1.84M -$65K -580 -3%
EGA
243
E&G Advisors
Texas
$1.83M -$8.41K -75 -0.5%
IA
244
IFP Advisors
Florida
$1.78M -$38.9K -347 -2%
BSB
245
Bangor Savings Bank
Maine
$1.78M +$123K +1,101 +7%
KeyBank National Association
246
KeyBank National Association
Ohio
$1.75M +$215K +1,919 +14%
BC
247
Burleson & Co
California
$1.74M -$810K -7,222 -33%
CB
248
Commerce Bank
Missouri
$1.74M -$77.9K -695 -4%
LIM
249
Leavell Investment Management
Alabama
$1.73M +$83.5K +745 +5%
LW
250
Linscomb Wealth
Texas
$1.71M +$319K +2,846 +23%