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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Klingman & Associates
New York
$1.29M +$59.2K +346 +5%
MCM
452
MAI Capital Management
Ohio
$1.29M +$138K +809 +12%
PL
453
Plancorp LLC
Missouri
$1.29M +$43.7K +255 +3%
SG Americas Securities
454
SG Americas Securities
New York
$1.29M -$514K -3,005 -28%
LIM
455
Leavell Investment Management
Alabama
$1.29M +$373K +2,178 +40%
BAM
456
Belpointe Asset Management
Nevada
$1.28M -$298K -1,742 -19%
Luther King Capital Management (LKCM)
457
Luther King Capital Management (LKCM)
Texas
$1.27M
TPCW
458
TD Private Client Wealth
New York
$1.26M +$66.4K +388 +5%
SFP
459
Strategic Financial Partners
Oregon
$1.26M +$60.6K +354 +5%
DI
460
Disciplined Investments
Oklahoma
$1.24M +$58.7K +343 +5%
ST
461
Smithfield Trust
Pennsylvania
$1.24M
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$1.24M +$836K +4,885 +201%
Financial Engines Advisors
463
Financial Engines Advisors
California
$1.2M -$78.4K -458 -6%
JWM
464
Janiczek Wealth Management
Colorado
$1.19M
RHBC
465
R.H. Bluestein & Co
Michigan
$1.19M -$10.6K -62 -0.9%
TFS
466
TrustCore Financial Services
Tennessee
$1.19M +$11K +64 +0.9%
FPS
467
Fieldpoint Private Securities
Connecticut
$1.19M +$51.7K +302 +5%
WI
468
WrapManager Inc
California
$1.17M +$200K +1,171 +20%
WI
469
Wintrust Investments
Illinois
$1.17M
IWA
470
Intercontinental Wealth Advisors
Texas
$1.16M -$351K -2,050 -23%
APA
471
American Portfolios Advisors
New York
$1.16M -$69.7K -407 -6%
KWM
472
Kingsview Wealth Management
Oregon
$1.15M -$2.77M -16,207 -70%
CFG
473
Citizens Financial Group
Rhode Island
$1.13M +$9.42K +55 +0.8%
CWAG
474
Compton Wealth Advisory Group
Virginia
$1.13M
MWA
475
Motive Wealth Advisors
Michigan
$1.13M +$38.5K +225 +3%