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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
Raffa Wealth Management
District of Columbia
$912K – – –
ACS
327
Archford Capital Strategies
Illinois
$898K +$39.3K +309 +5%
CFB
328
Cullen/Frost Bankers
Texas
$894K +$882K +6,934 New
SEIA
329
Signature Estate & Investment Advisors
California
$890K -$118K -926 -12%
CCG
330
Chatham Capital Group
Georgia
$890K – – –
GVAG
331
Great Valley Advisor Group
Delaware
$879K +$870K +6,842 New
IIC
332
Integrated Investment Consultants
Michigan
$874K +$7.63K +60 +0.9%
IWC
333
Integrated Wealth Concepts
Massachusetts
$874K +$208K +1,634 +32%
CTC
334
Central Trust Company
Missouri
$869K -$141K -1,111 -14%
WB
335
WesBanco Bank
West Virginia
$851K +$435K +3,423 +108%
CCP
336
Cardan Capital Partners
Colorado
$846K +$590K +4,635 +239%
SWP
337
Stratos Wealth Partners
Ohio
$838K -$229K -1,804 -22%
ACM
338
Armbruster Capital Management
New York
$832K – – –
KP
339
Keel Point
Alabama
$820K +$2.67K +21 +0.3%
PAS
340
Park Avenue Securities
New York
$820K +$798K +6,277 New
NA
341
NewEdge Advisors
Louisiana
$811K -$265K -2,087 -25%
NAMP
342
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$809K -$56.6K -445 -7%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$801K +$167K +1,316 +27%
CWAG
344
Compton Wealth Advisory Group
Virginia
$790K +$24.4K +192 +3%
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$787K +$303K +2,380 +64%
WIA
346
Wealthstreet Investment Advisors
Texas
$784K +$34.6K +272 +5%
AIA
347
Angeles Investment Advisors
California
$778K – – –
CIC
348
Cutler Investment Counsel
Oregon
$774K +$10K +79 +1%
PCM
349
Parsons Capital Management
Rhode Island
$765K -$8.52K -67 -1%
EVM
350
Eaton Vance Management
Massachusetts
$761K +$5.47K +43 +0.7%