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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
501
Centaurus Financial
California
$346K -$224 -2 -0.1%
AIC
502
Ameritas Investment Company
Nebraska
$342K – – –
CFGS
503
Concourse Financial Group Securities
Alabama
$342K +$7.85K +70 +2%
BFPW
504
BOK Financial Private Wealth
Colorado
$336K -$49.3K -440 -13%
IFG Advisory
505
IFG Advisory
Georgia
$332K +$23.2K +207 +7%
WF
506
WoodTrust Financial
Wisconsin
$332K +$336K +3,001 New
CWC
507
Carolinas Wealth Consulting
North Carolina
$331K +$1.68K +15 +0.5%
GC
508
Gibson Capital
Pennsylvania
$330K -$45.6K -407 -12%
CB
509
Community Bank
New York
$326K – – –
Grimes & Company
510
Grimes & Company
Massachusetts
$326K – – –
Regions Financial Corp
511
Regions Financial Corp
Alabama
$324K +$6.17K +55 +2%
KTM
512
Keeler Thomas Management
Utah
$323K +$17.8K +159 +6%
Parametric Portfolio Associates
513
Parametric Portfolio Associates
Washington
$320K +$324K +2,888 New
PAIM
514
Punch & Associates Investment Management
Minnesota
$319K +$30.9K +276 +11%
BFC
515
Bedel Financial Consulting
Indiana
$318K +$1.46K +13 +0.5%
Great Valley Advisor Group
516
Great Valley Advisor Group
Delaware
$317K +$99.2K +885 +45%
WA
517
WP Advisors
California
$316K +$26.3K +235 +9%
ACM
518
Anfield Capital Management
California
$315K – – –
TWP
519
TFO Wealth Partners
Ohio
$312K -$359K -3,203 -53%
Independent Financial Group
520
Independent Financial Group
California
$312K -$13.6K -121 -4%
Glenview Trust
521
Glenview Trust
Kentucky
$311K +$315K +2,807 New
RegentAtlantic Capital
522
RegentAtlantic Capital
New Jersey
$309K -$184K -1,642 -37%
EPWM
523
Essex Private Wealth Management
Massachusetts
$306K – – –
SCM
524
SOL Capital Management
Maryland
$305K +$22.4K +200 +8%
IFG
525
Investors Financial Group
Minnesota
$303K -$6.84K -61 -2%