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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
BTC Capital Management
Iowa
$862K +$46.7K +385 +4%
First Manhattan
302
First Manhattan
New York
$860K +$10.3K +85 +0.9%
IWA
303
Intercontinental Wealth Advisors
Texas
$849K +$7.88K +65 +0.7%
OBWP
304
O'Brien Wealth Partners
Massachusetts
$848K -$423K -3,487 -26%
WFPG
305
Waller Financial Planning Group
Ohio
$844K -$282K -2,325 -20%
SWM
306
SVA Wealth Management
Wisconsin
$837K -$68.3K -563 -6%
SIA
307
Starfire Investment Advisers
Michigan
$835K +$543K +4,473 +91%
BWP
308
BSW Wealth Partners
Colorado
$829K +$1.13M +9,331 New
SFP
309
Strategic Financial Partners
Oregon
$819K +$6.31K +52 +0.6%
Financial Engines Advisors
310
Financial Engines Advisors
California
$813K +$594K +4,899 +115%
AFP
311
Ausdal Financial Partners
Iowa
$812K +$54.5K +449 +5%
LWP
312
Legacy Wealth Planning
Nevada
$805K +$37.7K +311 +4%
MA
313
MONECO Advisors
Connecticut
$789K -$191K -1,578 -15%
TCM
314
Telos Capital Management
California
$786K +$4.97K +41 +0.5%
SC
315
SouthState Corp
Florida
$772K +$44K +363 +4%
PFPT
316
Pinnacle Financial Partners (Tennessee)
Tennessee
$770K -$335K -2,758 -24%
ADL
317
Asset Dedication LLC
California
$760K -$266K -2,197 -20%
BWM
318
BCS Wealth Management
Tennessee
$753K +$265K +2,181 +35%
PWAC
319
Private Wealth Advisors (California)
California
$749K +$849 +7 +0.1%
CCA
320
Checchi Capital Advisers
California
$744K +$738K +6,083 +264%
SCG
321
Sonata Capital Group
Washington
$733K -$1.14M -9,425 -53%
MHIC
322
Marble Harbor Investment Counsel
Massachusetts
$723K -$94K -775 -9%
QCG
323
Quadrant Capital Group
Ohio
$723K
GA
324
GFS Advisors
Texas
$720K -$10.3K -85 -1%
MCCP
325
Mission Creek Capital Partners
California
$720K +$124K +1,019 +14%