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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
501
Warner Financial
Maryland
$1.36M +$39.5K +241 +3%
PCIA
502
Prime Capital Investment Advisors
Kansas
$1.35M +$589K +3,590 +66%
CMBA
503
C.M. Bidwell & Associates
Hawaii
$1.35M -$4.1K -25 -0.3%
SWIG
504
Strategic Wealth Investment Group
Kentucky
$1.33M +$1.45M +8,870 New
LI
505
Latigo Investments
Florida
$1.33M – – –
PD
506
Planning Directions
Pennsylvania
$1.33M +$79.4K +484 +6%
TC
507
Trust Company
Kansas
$1.32M +$91.2K +556 +7%
LC
508
Lindbrook Capital
California
$1.32M – – –
HWM
509
Hemington Wealth Management
Virginia
$1.31M +$4.92K +30 +0.3%
ECM
510
Elgethun Capital Management
South Dakota
$1.3M +$12.1K +74 +0.9%
SHFA
511
SC&H Financial Advisors
Maryland
$1.3M +$41.8K +255 +3%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$1.29M +$101K +614 +8%
JFG
513
JMG Financial Group
Illinois
$1.29M +$1.42M +8,644 New
MFS
514
McNamara Financial Services
Massachusetts
$1.29M +$38K +232 +3%
DI
515
Disciplined Investments
Oklahoma
$1.28M +$213K +1,298 +18%
RCI
516
RS Crum Inc
California
$1.27M -$22.6K -138 -2%
TFF
517
The Family Firm
Maryland
$1.27M +$101K +615 +8%
SF
518
Synovus Financial
Georgia
$1.26M -$5.41K -33 -0.4%
MA
519
MONECO Advisors
Connecticut
$1.26M -$39.7K -242 -3%
NDSI
520
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M +$7.71K +47 +0.6%
BWA
521
BlueSky Wealth Advisors
North Carolina
$1.25M -$143K -875 -10%
GPA
522
Guidance Point Advisors
Massachusetts
$1.25M +$6.4K +39 +0.5%
CL
523
CPWM LLC
Washington
$1.24M +$122K +742 +10%
CWMGP
524
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.24M -$33.3K -203 -2%
IAA
525
Independent Advisor Alliance
North Carolina
$1.24M +$1.35M +8,249 New