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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
526
Bartlett & Co Wealth Management
Ohio
$76.5K +$8.45K +63 +13%
BC
527
Bartlett & Co
Ohio
$76K +$8.45K +63 +13%
SBL
528
Sargent Bickham Lagudis
Colorado
$72K – – –
GWS
529
Glassman Wealth Services
Virginia
$70K – – –
SFSIG
530
San Francisco Sentry Investment Group
California
$70K +$12.9K +96 +23%
BWA
531
BDO Wealth Advisors
Florida
$70K +$48K +358 +227%
RWA
532
River Wealth Advisors
Pennsylvania
$60K +$58.9K +439 New
JWM
533
Janiczek Wealth Management
Colorado
$57K +$56.4K +420 New
SIS
534
Sound Income Strategies
Florida
$56K +$55K +410 New
IWP
535
Icon Wealth Partners
Texas
$55K +$54.2K +404 New
TF
536
Tompkins Financial
New York
$53K -$23.5K -175 -31%
HNB
537
Huntington National Bank
Ohio
$53K – – –
MCM
538
Mainstay Capital Management
Michigan
$51K +$24K +179 +90%
RCAG
539
Rehmann Capital Advisory Group
Michigan
$50K -$5.23K -39 -10%
LF
540
Lee Financial
Texas
$50K -$4.7K -35 -9%
VNA
541
Valley National Advisers
Pennsylvania
$49K -$6.71K -50 -12%
LC
542
Landaas & Company
Wisconsin
$48K +$47.6K +355 New
UBS AM
543
UBS AM
Illinois
$47.8K +$42.8K +319 +967%
PWAG
544
Polaris Wealth Advisory Group
California
$45K – – –
DPA
545
Delphi Private Advisors
California
$44K -$66.4K -495 -60%
FCB
546
First Command Bank
Texas
$41K – – –
FCFS
547
First Command Financial Services
Texas
$41K – – –
HI
548
Hudock Inc
Pennsylvania
$41K – – –
VIA
549
Vantage Investment Advisors
Pennsylvania
$41K – – –
CFN
550
Cordasco Financial Network
Florida
$41K +$1.34K +10 +3%