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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
426
SWMG LLC
Texas
$954K +$833K +6,461 New
MA
427
Mutual Advisors
Nebraska
$953K +$19.4K +150 +2%
KWM
428
Kingsview Wealth Management
Oregon
$953K +$220K +1,707 +34%
TNBTD
429
Trustmark National Bank Trust Department
Mississippi
$943K +$139K +1,077 +19%
WANY
430
Wealthspire Advisors (New York)
New York
$940K +$853K +6,609 New
FAN
431
Financial Advisors Network
California
$932K +$127K +984 +18%
CCG
432
Chatham Capital Group
Georgia
$928K -$27.7K -215 -3%
IWC
433
Integrated Wealth Concepts
Massachusetts
$926K +$21.4K +166 +3%
BWM
434
BCS Wealth Management
Tennessee
$925K -$49.8K -386 -6%
AIA
435
Alera Investment Advisors
Illinois
$917K +$25.4K +197 +3%
Millennium Management
436
Millennium Management
New York
$917K +$832K +6,451 New
DI
437
Disciplined Investments
Oklahoma
$916K +$144K +1,115 +21%
PA
438
PFG Advisors
Arizona
$912K +$92.6K +718 +13%
NFG
439
NewFocus Financial Group
Washington
$904K -$17K -132 -2%
AWP
440
Abacus Wealth Partners
California
$901K +$817K +6,337 New
CMBA
441
C.M. Bidwell & Associates
Hawaii
$898K +$147K +1,139 +22%
WA
442
WP Advisors
California
$886K +$435K +3,375 +118%
BWA
443
BDO Wealth Advisors
Florida
$882K -$312K -2,421 -28%
HA
444
Harborview Advisors
Maine
$873K -$106K -824 -12%
DCM
445
Dimension Capital Management
Florida
$873K +$255K +1,975 +47%
IA
446
Insight Advisors
Pennsylvania
$872K +$791K +6,129 New
IFWM
447
Institute for Wealth Management
Colorado
$871K +$380K +2,944 +92%
TP
448
Tranquility Partners
Tennessee
$866K +$387 +3 +0%
SWM
449
SeaCrest Wealth Management
New York
$863K +$300K +2,324 +62%
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$861K +$43.1K +334 +6%