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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Burleson & Co
California
$2.43M +$1.62M +9,888 +157%
V
377
Veritable
Delaware
$2.4M -$1.08M -6,590 -29%
CDH
378
Charles D. Hyman
$2.4M – – –
LFA
379
Level Financial Advisors
New York
$2.4M -$40K -244 -1%
TFA
380
Tobias Financial Advisors
Florida
$2.38M +$962K +5,865 +59%
CA
381
Cetera Advisors
Colorado
$2.32M -$253K -1,542 -9%
CWA
382
CJM Wealth Advisers
Virginia
$2.31M +$966K +5,891 +62%
WA
383
WP Advisors
California
$2.29M +$23.1K +141 +0.9%
FFG
384
Fullen Financial Group
Ohio
$2.27M -$5.08K -31 -0.2%
MCA
385
MSH Capital Advisors
Arizona
$2.27M -$18.4K -112 -0.7%
PWM
386
PBMares Wealth Management
Virginia
$2.27M +$377K +2,301 +18%
PA
387
Paragon Advisors
Texas
$2.26M -$826K -5,038 -25%
PFG
388
Pinnacle Financial Group
Illinois
$2.26M +$320K +1,952 +15%
FA
389
Faithward Advisors
Pennsylvania
$2.26M +$99.7K +608 +4%
PFA
390
Pathway Financial Advisors
Vermont
$2.26M – – –
FUBT
391
First United Bank & Trust
Maryland
$2.23M -$176K -1,073 -7%
HWA
392
Heartwood Wealth Advisors
Virginia
$2.21M -$124K -757 -5%
DY
393
Dowling & Yahnke
California
$2.21M +$59K +360 +2%
MCA
394
Maryland Capital Advisors
Maryland
$2.21M -$246K -1,503 -9%
IFA
395
Index Fund Advisors
California
$2.21M -$976K -5,952 -29%
WCA
396
Waypoint Capital Advisors
Minnesota
$2.2M – – –
MWM
397
Meridian Wealth Management
Kentucky
$2.19M +$1.9M +11,608 +383%
WTFG
398
Wells Trecaso Financial Group
Ohio
$2.17M -$28.7K -175 -1%
SSW
399
Stone Summit Wealth
Florida
$2.16M +$1M +6,112 +74%
Lido Advisors
400
Lido Advisors
California
$2.15M -$363K -2,215 -13%