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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
401
Regal Investment Advisors
Michigan
$1.13M +$1.02M +7,913 New
BFS
402
Bickling Financial Services
Massachusetts
$1.12M +$1.02M +7,880 New
FFN
403
Focus Financial Network
Minnesota
$1.12M +$29.9K +232 +3%
Financial Engines Advisors
404
Financial Engines Advisors
California
$1.12M -$37.7K -292 -4%
EAM
405
Evanson Asset Management
California
$1.12M +$14.4K +112 +1%
PCM
406
Parsons Capital Management
Rhode Island
$1.11M +$3.87K +30 +0.4%
VCM
407
Virtue Capital Management
Tennessee
$1.11M +$1.01M +7,795 New
SC
408
SouthState Corp
Florida
$1.1M -$52.9K -410 -5%
Boston Partners
409
Boston Partners
Massachusetts
$1.09M +$987K +7,654 New
PL
410
Plancorp LLC
Missouri
$1.08M +$566K +4,390 +138%
BCA
411
Bay Colony Advisors
Massachusetts
$1.07M +$76.2K +591 +8%
SWM
412
Southern Wealth Management
Texas
$1.06M +$11.2K +87 +1%
CL
413
CPWM LLC
Washington
$1.05M +$6.84K +53 +0.7%
Prudential Financial
414
Prudential Financial
New Jersey
$1.04M -$6.45K -50 -0.7%
KPW
415
Kore Private Wealth
New York
$1.04M
GC
416
Gilbert & Cook
Iowa
$1.03M -$259K -2,004 -22%
SF
417
Synovus Financial
Georgia
$1.03M -$4.39K -34 -0.5%
NFG
418
Nations Financial Group
Iowa
$1.03M +$2.06K +16 +0.2%
ACM
419
Advisors Capital Management
New Jersey
$1M +$123K +956 +16%
KA
420
Klingman & Associates
New York
$992K +$2.97K +23 +0.3%
BPA
421
Beacon Pointe Advisors
California
$984K -$1.94K -15 -0.2%
SWP
422
Summit Wealth Partners
Florida
$981K +$182K +1,409 +26%
WFPG
423
Waller Financial Planning Group
Ohio
$972K -$19.2K -149 -2%
TFGT
424
TS Financial Group (TSFG)
Illinois
$955K -$19.1K -148 -2%
NSIM
425
North Star Investment Management
Illinois
$954K +$162K +1,255 +23%