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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWIG
501
Strategic Wealth Investment Group
Kentucky
$1.33M +$1.45M +8,870 New
LI
502
Latigo Investments
Florida
$1.33M
PD
503
Planning Directions
Pennsylvania
$1.33M +$79.4K +484 +6%
TC
504
Trust Company
Kansas
$1.32M +$91.2K +556 +7%
LC
505
Lindbrook Capital
California
$1.32M
HWM
506
Hemington Wealth Management
Virginia
$1.31M +$4.92K +30 +0.3%
ECM
507
Elgethun Capital Management
South Dakota
$1.3M +$12.1K +74 +0.9%
SHFA
508
SC&H Financial Advisors
Maryland
$1.3M +$41.8K +255 +3%
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$1.29M +$101K +614 +8%
JFG
510
JMG Financial Group
Illinois
$1.29M +$1.42M +8,644 New
MFS
511
McNamara Financial Services
Massachusetts
$1.29M +$38K +232 +3%
DI
512
Disciplined Investments
Oklahoma
$1.28M +$213K +1,298 +18%
RCI
513
RS Crum Inc
California
$1.27M -$22.6K -138 -2%
TFF
514
The Family Firm
Maryland
$1.27M +$101K +615 +8%
SF
515
Synovus Financial
Georgia
$1.26M -$5.41K -33 -0.4%
MA
516
MONECO Advisors
Connecticut
$1.26M -$39.7K -242 -3%
NDSI
517
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M +$7.71K +47 +0.6%
BWA
518
BlueSky Wealth Advisors
North Carolina
$1.25M -$143K -875 -10%
GPA
519
Guidance Point Advisors
Massachusetts
$1.25M +$6.4K +39 +0.5%
CL
520
CPWM LLC
Washington
$1.24M +$122K +742 +10%
CWMGP
521
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.24M -$33.3K -203 -2%
IAA
522
Independent Advisor Alliance
North Carolina
$1.24M +$1.35M +8,249 New
RIA
523
Regal Investment Advisors
Michigan
$1.23M +$41.2K +251 +3%
USCWA
524
U.S. Capital Wealth Advisors
Texas
$1.23M +$4.59K +28 +0.3%
BFS
525
Bickling Financial Services
Massachusetts
$1.2M -$27.7K -169 -2%