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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Armbruster Capital Management
New York
$3.9M +$3.88M +21,820 New
CTC
302
Central Trust Company
Missouri
$3.88M +$3.23M +18,170 +516%
TF
303
Theory Financial
Colorado
$3.87M +$3.85M +21,640 New
IWM
304
IHT Wealth Management
Illinois
$3.81M +$155K +873 +4%
PCP
305
Proficio Capital Partners
Massachusetts
$3.8M +$1.34M +7,512 +55%
SW
306
SlateStone Wealth
Florida
$3.78M -$39.1K -220 -1%
BJL
307
Brighton Jones LLC
Washington
$3.73M -$230K -1,293 -6%
IFA
308
Index Fund Advisors
California
$3.72M +$3.7M +20,787 New
V
309
Veritable
Delaware
$3.67M +$1.65M +9,290 +83%
RWG
310
Ratio Wealth Group
Colorado
$3.63M +$121K +679 +3%
MCCP
311
Mission Creek Capital Partners
California
$3.51M +$944K +5,306 +37%
SFS
312
Sowell Financial Services
Arkansas
$3.49M -$636K -3,574 -15%
AIP
313
Almanack Investment Partners
Pennsylvania
$3.49M -$434K -2,440 -11%
ZC
314
Zeit Capital
Colorado
$3.46M +$18K +101 +0.5%
LIA
315
LS Investment Advisors
Michigan
$3.44M +$1.78K +10 +0.1%
EFG
316
Everhart Financial Group
Ohio
$3.44M +$32.4K +182 +1%
PMFA
317
Plante Moran Financial Advisors
Michigan
$3.43M +$1.25M +7,015 +58%
BIP
318
Brandes Investment Partners
California
$3.41M +$3.39M +19,070 New
JIC
319
Joel Isaacson & Co
New York
$3.41M +$211K +1,185 +7%
CPIG
320
Chicago Partners Investment Group
Illinois
$3.4M +$161K +905 +5%
BRWA
321
B. Riley Wealth Advisors
Florida
$3.37M -$40.4K -227 -1%
RJT
322
Raymond James Trust
Florida
$3.35M -$94.3K -530 -3%
CAMG
323
CWA Asset Management Group
Florida
$3.33M +$8.71K +49 +0.3%
RPSA
324
Richard P. Slaughter Associates
Texas
$3.33M +$505K +2,840 +18%
LW
325
Linscomb Wealth
Texas
$3.32M -$37.2K -209 -1%