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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFM
301
Bridgewater Wealth & Financial Management
Maryland
$245K +$329 +3 +0.1%
AG
302
Appleton Group
Wisconsin
$245K +$11.1K +101 +5%
SCA
303
Salient Capital Advisors
Texas
$243K +$241K +2,194 New
AT
304
Arden Trust
Delaware
$240K +$238K +2,174 New
FWP
305
FAS Wealth Partners
Kansas
$233K -$66.5K -606 -22%
KA
306
Kovack Advisors
Florida
$233K +$12K +109 +5%
CG
307
Cutler Group
California
$231K +$229K +2,090 New
TI
308
Truepoint Inc
Ohio
$229K +$548 +5 +0.2%
WEC
309
Winslow Evans & Crocker
Massachusetts
$228K +$76.8K +700 +51%
RG
310
Rathbones Group
United Kingdom
$221K +$219K +2,000 New
CFN
311
Cordasco Financial Network
Florida
$218K
FANJ
312
Financial Architects (New Jersey)
New Jersey
$218K
RBC
313
Ronald Blue & Co
Georgia
$217K -$17.7K -161 -8%
TNBTD
314
Trustmark National Bank Trust Department
Mississippi
$215K
FHC
315
First Heartland Consultants
Missouri
$215K +$213K +1,940 New
RFC
316
Regions Financial Corp
Alabama
$213K
BDF
317
Balasa Dinverno & Foltz
$210K -$12.7K -116 -6%
MCM
318
MAI Capital Management
Ohio
$207K +$206K +1,874 New
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$200K
HWP
320
Hefty Wealth Partners
Indiana
$196K -$1M -9,155 -84%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$179K +$81.2K +740 +84%
JFA
322
JNBA Financial Advisors
Minnesota
$174K -$22.3K -203 -11%
S
323
SignatureFD
Georgia
$174K +$137K +1,252 +388%
OC
324
Oakworth Capital
Alabama
$167K +$50.8K +463 +44%
Simplex Trading
325
Simplex Trading
Illinois
$163K +$32.9K +300 +26%