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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CGN Advisors
Kansas
$4.29M -$294K -1,848 -6%
VIA
302
Vickerman Investment Advisors
Washington
$4.29M -$708K -4,449 -14%
WQ
303
Wealth Quarterback
New Jersey
$4.26M +$199K +1,249 +5%
LG
304
LAM Group
Oregon
$4.25M +$4.26M +26,745 New
DC
305
Davenport & Co
Virginia
$4.23M -$3.18K -20 -0.1%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22M -$66.6K -418 -2%
MCWS
307
McKinley Carter Wealth Services
West Virginia
$4.2M -$205K -1,286 -5%
FCM
308
Fortis Capital Management
Washington
$4.16M +$4.17M +26,169 New
TW
309
Towerpoint Wealth
California
$4.15M +$121K +758 +3%
BSB
310
Bangor Savings Bank
Maine
$4.14M -$2.3M -14,457 -36%
AWM
311
Aspire Wealth Management
Massachusetts
$4.12M -$54.3K -341 -1%
IWM
312
IHT Wealth Management
Illinois
$4.1M +$144K +904 +4%
UB
313
UMB Bank
Missouri
$4.08M -$36.5K -229 -0.9%
SFM
314
Signet Financial Management
New Jersey
$4.07M -$142K -893 -3%
BFS
315
Bard Financial Services
Connecticut
$4.06M +$16.2K +102 +0.4%
HP
316
Hyperion Partners
Pennsylvania
$4.01M +$4.02M +25,279 New
BJL
317
Brighton Jones LLC
Washington
$3.93M +$228K +1,429 +6%
HA
318
HFG Advisors
Ohio
$3.92M +$358K +2,249 +10%
WFM
319
Wolff Financial Management
Michigan
$3.92M -$4.23M -26,547 -52%
BSWA
320
Bromfield Sneider Wealth Advisors
Massachusetts
$3.88M +$4.14K +26 +0.1%
MAG
321
MRA Advisory Group
New Jersey
$3.86M -$15.4K -97 -0.4%
SS
322
Simplicity Solutions
Minnesota
$3.83M -$1.85M -11,627 -33%
MIS
323
Morningstar Investment Services
Illinois
$3.81M +$6.37K +40 +0.2%
WIC
324
Willis Investment Counsel
Georgia
$3.8M +$1.01M +6,338 +36%
NFC
325
Northeast Financial Consultants
Connecticut
$3.8M -$332K -2,083 -8%