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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prospera Financial Services
476
Prospera Financial Services
Texas
$1.6M +$599K +3,370 +61%
LWM
477
Liberty Wealth Management
California
$1.59M -$646K -3,635 -100%
AOWM
478
Alpha Omega Wealth Management
Virginia
$1.59M +$163K +914 +12%
LFP
479
Leeward Financial Partners
Washington
$1.59M +$1.58M +8,907 New
CWMGP
480
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.59M +$1.58M +8,894 New
LI
481
Latigo Investments
Florida
$1.58M +$1.58M +8,857 New
MFS
482
McNamara Financial Services
Massachusetts
$1.58M -$14.6K -82 -0.9%
Perigon Wealth Management
483
Perigon Wealth Management
California
$1.57M +$147K +827 +10%
WF
484
Warner Financial
Maryland
$1.57M +$1.56M +8,775 New
CWAG
485
Compton Wealth Advisory Group
Virginia
$1.56M +$365K +2,052 +31%
FIG
486
FundX Investment Group
California
$1.56M +$1.55M +8,700 New
MIM
487
Marco Investment Management
Georgia
$1.55M – – –
GBT
488
Grove Bank & Trust
Florida
$1.54M -$1.6K -9 -0.1%
RCI
489
RS Crum Inc
California
$1.54M +$1.53M +8,617 New
CSB
490
City State Bank
Iowa
$1.54M +$1.53M +8,595 New
FMBTD
491
First Midwest Bank Trust Division
Illinois
$1.53M -$350K -1,967 -19%
GA
492
GFS Advisors
Texas
$1.53M -$34.9K -196 -2%
FPS
493
Fieldpoint Private Securities
Connecticut
$1.51M +$260K +1,460 +21%
GWM
494
Greenhouse Wealth Management
Connecticut
$1.51M +$9.6K +54 +0.6%
COF
495
Capital One Financial
Virginia
$1.5M -$1.42K -8 -0.1%
SHFA
496
SC&H Financial Advisors
Maryland
$1.5M +$1.49M +8,385 New
PD
497
Planning Directions
Pennsylvania
$1.5M -$27.9K -157 -2%
HWM
498
Hemington Wealth Management
Virginia
$1.49M +$300K +1,686 +19%
MA
499
MONECO Advisors
Connecticut
$1.48M +$20.6K +116 +1%
GPA
500
Guidance Point Advisors
Massachusetts
$1.48M +$9.6K +54 +0.7%