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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Wealth Management
451
Diversify Wealth Management
Utah
$2.99M +$18.1K +88 +0.6%
AIM
452
Access Investment Management
Georgia
$2.97M – – –
Forum Financial Management
453
Forum Financial Management
Illinois
$2.96M +$125K +609 +4%
RGC
454
Roberts, Glore & Co
Illinois
$2.95M +$510K +2,486 +20%
LIA
455
LS Investment Advisors
Michigan
$2.94M +$3.49K +17 +0.1%
IC
456
Innealta Capital
Texas
$2.93M -$3.62M -17,657 -54%
IFG Advisory
457
IFG Advisory
Georgia
$2.9M -$91.6K -446 -3%
SOS
458
Silver Oak Securities
Tennessee
$2.89M -$198K -963 -6%
Associated Banc-Corp
459
Associated Banc-Corp
Wisconsin
$2.88M +$87.5K +426 +3%
OPTFSNA
460
Old Point Trust & Financial Services N A
Virginia
$2.86M +$2.96M +14,437 New
DPI
461
Diversified Portfolios Inc
Michigan
$2.85M +$258K +1,258 +10%
CPA
462
Capital Performance Advisors
California
$2.84M +$51.7K +252 +2%
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
$2.84M +$1.53M +7,434 +108%
Waverly Advisors
464
Waverly Advisors
Alabama
$2.82M +$208K +1,014 +8%
RA
465
Riversedge Advisors
Delaware
$2.82M +$295K +1,439 +11%
RCM
466
RMR Capital Management
California
$2.82M -$26.1K -127 -0.9%
FAN
467
Financial Advisors Network
California
$2.81M +$2.91M +14,179 New
RPSA
468
Richard P. Slaughter Associates
Texas
$2.81M +$201K +980 +7%
CFAM
469
Center For Asset Management
Florida
$2.8M +$153K +747 +6%
SW
470
SlateStone Wealth
Florida
$2.8M -$3.29K -16 -0.1%
EA
471
Eclectic Associates
California
$2.79M -$86K -419 -3%
BGWM
472
Bridge Generations Wealth Management
Florida
$2.79M +$2.89M +14,060 New
VF
473
Vawter Financial
Ohio
$2.79M -$7.6K -37 -0.3%
Sageworth Trust
474
Sageworth Trust
Pennsylvania
$2.79M – – –
MCA
475
MSH Capital Advisors
Arizona
$2.78M +$61.6K +300 +2%