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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
426
Brown Wealth Management
Illinois
$2.79M +$609K +3,298 +28%
PFS
427
Prospera Financial Services
Texas
$2.78M -$222K -1,201 -7%
MBI
428
May Barnhard Investments
Maryland
$2.75M +$284K +1,536 +11%
PFA
429
Pathway Financial Advisors
Vermont
$2.75M
IA
430
IFG Advisory
Georgia
$2.74M +$33.6K +182 +1%
BCM
431
Brookstone Capital Management
Illinois
$2.74M +$430K +2,330 +20%
AIM
432
Access Investment Management
Georgia
$2.74M
RC
433
Roundview Capital
New Jersey
$2.72M +$782K +4,234 +40%
CTC
434
Central Trust Company
Missouri
$2.71M -$805K -4,357 -23%
WTFG
435
Wells Trecaso Financial Group
Ohio
$2.68M -$369 -2 -0%
IFG
436
Independent Financial Group
California
$2.66M -$421K -2,279 -14%
EA
437
Eclectic Associates
California
$2.63M +$64.1K +347 +2%
SB
438
Simmons Bank
Arkansas
$2.63M -$158K -856 -6%
FFM
439
Forum Financial Management
Illinois
$2.6M -$104K -564 -4%
PS
440
Principal Securities
Iowa
$2.59M -$79.1K -428 -3%
MOS
441
MGO One Seven
Ohio
$2.59M -$18.8K -102 -0.7%
WA
442
Waverly Advisors
Alabama
$2.58M +$969K +5,243 +59%
CANC
443
Culbertson A N & Co
Virginia
$2.58M +$25.9K +140 +1%
LW
444
Linscomb Wealth
Texas
$2.58M -$4.8K -26 -0.2%
RCM
445
RMR Capital Management
California
$2.58M -$16.4K -89 -0.6%
EA
446
Echo45 Advisors
California
$2.57M -$284K -1,537 -10%
CF
447
Corrigan Financial
Rhode Island
$2.57M
ST
448
Sageworth Trust
Pennsylvania
$2.57M -$1.54M -8,352 -37%
NF
449
Nikulski Financial
Iowa
$2.56M -$111K -603 -4%
SW
450
SlateStone Wealth
Florida
$2.56M -$47.1K -255 -2%