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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$4.28M +$404K +2,417 +10%
HC
302
Hillman Company
Pennsylvania
$4.28M +$4.49M +26,828 New
AWM
303
Aspire Wealth Management
Massachusetts
$4.24M +$33.6K +201 +0.8%
MCM
304
Manchester Capital Management
Vermont
$4.22M
AAS
305
Ameritas Advisory Services
Nebraska
$4.21M +$3.33M +19,913 +299%
ACA
306
Atlas Capital Advisors
Wyoming
$4.18M +$1.5M +8,951 +52%
IFPL
307
Investments & Financial Planning LLC
Kentucky
$4.16M -$45.8K -274 -1%
LFS
308
Lutz Financial Services
Nebraska
$4.16M -$54.8K -328 -1%
Citigroup
309
Citigroup
New York
$4.16M -$360K -2,151 -8%
LG
310
LAM Group
Oregon
$4.14M
BSB
311
Bangor Savings Bank
Maine
$4.13M +$89.4K +535 +2%
EP
312
Eudaimonia Partners
Tennessee
$4.08M -$172K -1,031 -4%
BJL
313
Brighton Jones LLC
Washington
$4.07M +$174K +1,041 +4%
SFG
314
SNS Financial Group
Minnesota
$4.06M -$62.2K -372 -1%
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M -$14.7K -88 -0.3%
Vanguard Group
316
Vanguard Group
Pennsylvania
$4.04M +$168K +1,006 +4%
HA
317
HFG Advisors
Ohio
$4.02M +$61K +365 +1%
AFP
318
Ausdal Financial Partners
Iowa
$3.99M +$67.9K +406 +2%
SG
319
Sharper & Granite
California
$3.99M +$26.1K +156 +0.6%
KSWA
320
Kathleen S. Wright Associates
Pennsylvania
$3.96M +$302K +1,806 +8%
CPIG
321
Chicago Partners Investment Group
Illinois
$3.93M +$109K +650 +3%
WT
322
Whittier Trust
California
$3.91M -$83.6K -500 -2%
WCM
323
Windham Capital Management
Massachusetts
$3.9M +$22.2K +133 +0.5%
BOPW
324
Brandywine Oak Private Wealth
Pennsylvania
$3.9M -$189K -1,132 -4%
RJT
325
Raymond James Trust
Florida
$3.89M +$38.5K +230 +1%