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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
276
Planning Directions
Pennsylvania
$1.09M +$34.5K +246 +3%
FLA
277
Financial Life Advisors
Texas
$1.09M -$40.4K -288 -4%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$1.09M +$514K +3,669 +89%
ADL
279
Asset Dedication LLC
California
$1.08M -$170K -1,211 -13%
SEIA
280
Signature Estate & Investment Advisors
California
$1.08M +$20.6K +147 +2%
CCA
281
Checchi Capital Advisers
California
$1.08M +$357K +2,546 +49%
JPG
282
Jordan Park Group
California
$1.06M
ASN
283
Advisory Services Network
Georgia
$1.03M +$57.6K +411 +6%
EAM
284
Evanson Asset Management
California
$1.02M -$486K -3,464 -32%
MFT
285
Moisand Fitzgerald Tamayo
Florida
$1.02M -$5.47K -39 -0.5%
CCG
286
Chatham Capital Group
Georgia
$1.02M
HFA
287
Huber Financial Advisors
Illinois
$1.02M +$33K +235 +3%
HCIA
288
Hochman Cole Investment Advisors
Illinois
$1.01M
WTFG
289
Wells Trecaso Financial Group
Ohio
$1.01M +$71.5K +510 +8%
VCAM
290
Van Cleef Asset Management
Ohio
$980K +$30.1K +215 +3%
EK
291
Evensky & Katz
Florida
$966K -$27.5K -196 -3%
F
292
F3Logic
Minnesota
$956K -$123K -876 -11%
CA
293
Continuum Advisory
Idaho
$956K +$293K +2,089 +43%
CCP
294
Corient Capital Partners
California
$951K
AF
295
Advisornet Financial
Minnesota
$951K +$296K +2,108 +45%
CI
296
CX Institutional
Indiana
$929K +$196K +1,396 +26%
KP
297
Keel Point
Alabama
$926K +$329K +2,343 +54%
SBSB
298
Sullivan, Bruyette, Speros & Blaney
Virginia
$914K +$701 +5 +0.1%
SWP
299
Stratos Wealth Partners
Ohio
$909K +$58.9K +420 +7%
TCM
300
Telos Capital Management
California
$900K -$57.5K -410 -6%