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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
501
Waller Financial Planning Group
Ohio
$1.06M
TP
502
Tranquility Partners
Tennessee
$1.06M +$173 +1 +0%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$1.05M +$82K +473 +8%
IA
504
Insight Advisors
Pennsylvania
$1.05M +$16.8K +97 +2%
5L
505
55I LLC
Massachusetts
$1.04M +$1.04M +6,015 New
HA
506
HC Advisors
Georgia
$1.04M
SWM
507
SeaCrest Wealth Management
New York
$1.04M +$103K +595 +11%
GRP
508
Global Retirement Partners
California
$1.04M +$383K +2,212 +59%
WS
509
Wedbush Securities
California
$1.03M -$7.63K -44 -0.7%
BS
510
Boenning & Scattergood
Pennsylvania
$1.03M +$113K +651 +12%
BMCM
511
Burns Matteson Capital Management
New York
$1.03M -$1.73K -10 -0.2%
FCH
512
Freestone Capital Holdings
Washington
$1.02M +$133K +767 +15%
EAM
513
Evanson Asset Management
California
$1.01M +$1.73K +10 +0.2%
LPT
514
Legacy Private Trust
Wisconsin
$1.01M +$1.01M +5,800 New
3AM
515
3EDGE Asset Management
Florida
$1M +$46.8K +270 +5%
WI
516
WrapManager Inc
California
$997K -$5.55K -32 -0.6%
AWP
517
Abacus Wealth Partners
California
$994K -$89.1K -514 -8%
LPIC
518
LeJeune Puetz Investment Counsel
Michigan
$989K +$10.6K +61 +1%
M&T Bank
519
M&T Bank
New York
$983K
SCG
520
Sonata Capital Group
Washington
$970K -$84.9K -490 -8%
CIC
521
Cutler Investment Counsel
Oregon
$967K +$152K +877 +19%
OC
522
Oppenheimer & Co
New York
$955K -$3.12K -18 -0.3%
Bessemer Group
523
Bessemer Group
New Jersey
$935K +$26K +150 +3%
HA
524
Harborview Advisors
Maine
$925K -$32.1K -185 -3%
BO
525
BRR OpCo
Ohio
$924K -$38.5K -222 -4%