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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
251
Wharton Business Group
Pennsylvania
$1.13M – – –
NL
252
NWAM LLC
Washington
$1.12M +$14.2K +106 +1%
SCM
253
Southport Capital Management
Tennessee
$1.12M +$77.3K +576 +8%
UA
254
Unison Advisors
District of Columbia
$1.11M -$112K -831 -9%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$1.1M +$236K +1,757 +28%
FLA
256
Financial Life Advisors
Texas
$1.1M -$134K -996 -11%
BRWA
257
B. Riley Wealth Advisors
Florida
$1.09M +$158K +1,177 +17%
AWM
258
AE Wealth Management
Kansas
$1.09M +$185K +1,382 +21%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$1.08M -$5.22M -38,938 -83%
CG
260
Caprock Group
Idaho
$1.07M -$537 -4 -0.1%
F
261
F3Logic
Minnesota
$1.04M +$3.76K +28 +0.4%
SEIA
262
Signature Estate & Investment Advisors
California
$1.03M -$34.6K -258 -3%
JPG
263
Jordan Park Group
California
$1.03M -$29.7K -221 -3%
PD
264
Planning Directions
Pennsylvania
$1.03M +$49.6K +370 +5%
TIM
265
Tortoise Investment Management
New York
$1.02M +$296K +2,206 +42%
KWM
266
Kingsview Wealth Management
Oregon
$1.02M -$118K -882 -11%
IA
267
IFG Advisory
Georgia
$1.01M -$7.51K -56 -0.8%
EA
268
Edge Advisors
Georgia
$1M +$45.2K +337 +5%
GWM
269
Geneos Wealth Management
Colorado
$1M +$98.8K +736 +11%
MFT
270
Moisand Fitzgerald Tamayo
Florida
$999K -$14.5K -108 -1%
CCG
271
Chatham Capital Group
Georgia
$993K -$40.3K -300 -4%
HCIA
272
Hochman Cole Investment Advisors
Illinois
$989K +$26.6K +198 +3%
ASN
273
Advisory Services Network
Georgia
$977K +$35K +261 +4%
EK
274
Evensky & Katz
Florida
$968K -$68.4K -510 -7%
HFA
275
Huber Financial Advisors
Illinois
$961K +$49.5K +369 +6%