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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UR
476
USCA RIA
Texas
$208K +$205K +1,531 New
SNT
477
Security National Trust
West Virginia
$207K
OIA
478
OneDigital Investment Advisors
Kansas
$206K -$55K -410 -21%
BW
479
Bison Wealth
Georgia
$206K +$203K +1,516 New
SAM
480
Summit Asset Management
Tennessee
$204K +$201K +1,500 New
FFWA
481
FRG Family Wealth Advisors
Washington
$203K +$200K +1,494 New
TI
482
Truepoint Inc
Ohio
$202K +$155K +1,157 +351%
CAG
483
Crestwood Advisors Group
Massachusetts
$201K +$195K +1,451 New
JFG
484
JMG Financial Group
Illinois
$201K +$199K +1,482 New
CAMG
485
CWA Asset Management Group
Florida
$200K +$198K +1,475 New
WEC
486
Winslow Evans & Crocker
Massachusetts
$196K +$11.8K +88 +7%
MRC
487
Millburn Ridgefield Corp
New York
$191K +$50.3K +375 +36%
CC
488
Cassaday & Co
Virginia
$185K +$805 +6 +0.4%
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$172K -$33.8K -252 -17%
HDIM
490
Hanson & Doremus Investment Management
Vermont
$165K +$14K +104 +9%
SSB
491
Sandy Spring Bank
Maryland
$162K
VC
492
Vestor Capital
Illinois
$162K
CAL
493
Capital Advisors Ltd
Ohio
$158K
BlackRock
494
BlackRock
New York
$156K -$17K -127 -10%
S
495
SignatureFD
Georgia
$155K -$6.31K -47 -4%
PMFA
496
Plante Moran Financial Advisors
Michigan
$153K +$13.8K +103 +10%
BWM
497
BerganKDV Wealth Management
Minnesota
$153K +$151K +1,127 New
CPA
498
Clear Perspective Advisors
Illinois
$152K
IFA
499
Interactive Financial Advisors
Illinois
$151K +$78.1K +582 +110%
VFA
500
Valeo Financial Advisors
Indiana
$146K +$93.1K +694 +193%