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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
301
Chicago Partners Investment Group
Illinois
$3.33M +$148K +929 +5%
CA
302
Continuum Advisory
Idaho
$3.31M +$539K +3,395 +17%
BOPW
303
Brandywine Oak Private Wealth
Pennsylvania
$3.29M +$825K +5,196 +29%
NL
304
NWAM LLC
Washington
$3.28M +$99.1K +624 +3%
WP
305
WealthShield Partners
North Carolina
$3.26M +$253K +1,591 +8%
FTS
306
Fifth Third Securities
Ohio
$3.25M +$148K +929 +4%
SFS
307
Sowell Financial Services
Arkansas
$3.25M +$3.6M +22,653 New
HA
308
HFG Advisors
Ohio
$3.22M +$927K +5,839 +35%
CI
309
CX Institutional
Indiana
$3.21M +$369K +2,322 +12%
RWG
310
Ratio Wealth Group
Colorado
$3.21M +$136K +856 +4%
5L
311
55I LLC
Massachusetts
$3.19M +$1.39M +8,776 +65%
AWM
312
Apollon Wealth Management
South Carolina
$3.18M +$334K +2,105 +11%
BDF
313
Black Diamond Financial
Maryland
$3.13M +$763K +4,805 +28%
WIP
314
WealthCare Investment Partners
Rhode Island
$3.12M +$34.6K +218 +1%
NRI
315
NFP Retirement Inc
California
$3.05M -$347K -2,183 -9%
BRG
316
Bay Rivers Group
Virginia
$3.04M +$51.3K +323 +2%
NWM
317
Northwest Wealth Management
Iowa
$3.03M -$85.3K -537 -2%
CAL
318
Capital Analysts LLC
Pennsylvania
$3.02M +$486K +3,059 +17%
AFP
319
Ausdal Financial Partners
Iowa
$3.01M +$206K +1,300 +7%
ACM
320
Advisors Capital Management
New Jersey
$3.01M +$1.78M +11,199 +158%
AAS
321
Ameritas Advisory Services
Nebraska
$2.98M +$614K +3,866 +23%
PFPT
322
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.96M -$321K -2,023 -9%
LIA
323
LS Investment Advisors
Michigan
$2.94M +$953 +6 +0%
FWP
324
FAS Wealth Partners
Kansas
$2.91M -$134K -844 -4%
CA
325
CSM Advisors
Pennsylvania
$2.88M +$539K +3,395 +20%