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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
526
Sargent Bickham Lagudis
Colorado
$72K
GWS
527
Glassman Wealth Services
Virginia
$70K
SFSIG
528
San Francisco Sentry Investment Group
California
$70K +$12.9K +96 +23%
BWA
529
BDO Wealth Advisors
Florida
$70K +$48K +358 +227%
RWA
530
River Wealth Advisors
Pennsylvania
$60K +$58.9K +439 New
JWM
531
Janiczek Wealth Management
Colorado
$57K +$56.4K +420 New
SIS
532
Sound Income Strategies
Florida
$56K +$55K +410 New
IWP
533
Icon Wealth Partners
Texas
$55K +$54.2K +404 New
TF
534
Tompkins Financial
New York
$53K -$23.5K -175 -31%
HNB
535
Huntington National Bank
Ohio
$53K
MCM
536
Mainstay Capital Management
Michigan
$51K +$24K +179 +90%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$50K -$5.23K -39 -10%
LF
538
Lee Financial
Texas
$50K -$4.7K -35 -9%
VNA
539
Valley National Advisers
Pennsylvania
$49K -$6.71K -50 -12%
LC
540
Landaas & Company
Wisconsin
$48K +$47.6K +355 New
UBS AM
541
UBS AM
Illinois
$47.8K +$42.8K +319 +967%
PWAG
542
Polaris Wealth Advisory Group
California
$45K
DPA
543
Delphi Private Advisors
California
$44K -$66.4K -495 -60%
FCB
544
First Command Bank
Texas
$41K
FCFS
545
First Command Financial Services
Texas
$41K
HI
546
Hudock Inc
Pennsylvania
$41K
VIA
547
Vantage Investment Advisors
Pennsylvania
$41K
CFN
548
Cordasco Financial Network
Florida
$41K +$1.34K +10 +3%
MD
549
Money Design
Japan
$41K +$40.7K +303 New
MSA
550
Marino Stram & Associates
Massachusetts
$32K +$18.2K +136 +133%