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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$4.93M +$175K +852 +4%
LIA
327
LifePlan Investment Advisors
North Carolina
$4.93M -$177K -864 -3%
TPI
328
Trust Point Inc
Wisconsin
$4.92M -$969K -4,720 -16%
PWM
329
Perigon Wealth Management
California
$4.88M +$264K +1,285 +6%
LFS
330
Lutz Financial Services
Nebraska
$4.88M -$30K -146 -0.6%
EIM
331
Ervin Investment Management
Washington
$4.86M -$139K -679 -3%
BIA
332
Barry Investment Advisors
Massachusetts
$4.85M +$88.3K +430 +2%
NL
333
NWAM LLC
Washington
$4.85M -$140K -683 -3%
CFGA
334
Cambridge Financial Group (Arizona)
Arizona
$4.84M -$172K -839 -3%
BRG
335
Bay Rivers Group
Virginia
$4.76M +$218K +1,061 +5%
CA
336
CSM Advisors
Pennsylvania
$4.76M +$1.15M +5,600 +30%
BRWA
337
B. Riley Wealth Advisors
Florida
$4.72M -$265K -1,293 -5%
LSA
338
Lansing Street Advisors
Pennsylvania
$4.71M -$207K -1,010 -4%
IWM
339
IHT Wealth Management
Illinois
$4.69M -$19.7K -96 -0.4%
GJIA
340
Glass Jacobson Investment Advisors
Maryland
$4.68M -$109K -532 -2%
ZC
341
Zeit Capital
Colorado
$4.65M +$1.29M +6,282 +38%
SPC
342
Sigma Planning Corp
Michigan
$4.64M +$63K +307 +1%
CB
343
Commerce Bank
Missouri
$4.64M +$81.9K +399 +2%
BJL
344
Brighton Jones LLC
Washington
$4.61M +$91.1K +444 +2%
TCMP
345
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.59M +$2.37M +11,560 +99%
JIR
346
James Investment Research
Ohio
$4.51M -$106K -514 -2%
EGA
347
E&G Advisors
Texas
$4.49M +$598K +2,914 +15%
KSWA
348
Kathleen S. Wright Associates
Pennsylvania
$4.46M +$9.44K +46 +0.2%
AOWM
349
Alpha Omega Wealth Management
Virginia
$4.45M +$57.9K +282 +1%
Citadel Advisors
350
Citadel Advisors
Florida
$4.43M +$4.14M +20,186 +927%