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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
526
Cable Hill Partners
Oregon
$103K
HT
527
Heritage Trust
Oklahoma
$98K
MWPCG
528
Measured Wealth Private Client Group
New Hampshire
$88K +$89K +635 New
BAMG
529
Brand Asset Management Group
Missouri
$87K
SBL
530
Sargent Bickham Lagudis
Colorado
$82K +$7.57K +54 +10%
BWA
531
Burt Wealth Advisors
Maryland
$80K
PWAG
532
Polaris Wealth Advisory Group
California
$73K +$24.8K +177 +51%
BWA
533
BDO Wealth Advisors
Florida
$72K
GWS
534
Glassman Wealth Services
Virginia
$72K
SFSIG
535
San Francisco Sentry Investment Group
California
$72K
RMAM
536
Raab & Moskowitz Asset Management
New Jersey
$71K +$72.4K +516 New
BCWM
537
Bartlett & Co Wealth Management
Ohio
$70.1K -$8.83K -63 -11%
BC
538
Bartlett & Co
Ohio
$70K -$8.83K -63 -11%
RWA
539
River Wealth Advisors
Pennsylvania
$66K +$4.91K +35 +8%
JWA
540
JFS Wealth Advisors
Pennsylvania
$66K +$41.6K +297 +168%
VIA
541
Vantage Investment Advisors
Pennsylvania
$64K +$21.9K +156 +51%
PCM
542
Princeton Capital Management
New Jersey
$61K +$30.6K +218 +100%
JWM
543
Janiczek Wealth Management
Colorado
$59K
SIS
544
Sound Income Strategies
Florida
$57K
HNB
545
Huntington National Bank
Ohio
$55K
TF
546
Tompkins Financial
New York
$55K
APP
547
Avantax Planning Partners
Iowa
$55K +$55.5K +396 New
AWM
548
Aevitas Wealth Management
Massachusetts
$53K +$28K +200 +111%
UBS AM
549
UBS AM
Illinois
$52.3K +$3.23K +23 +7%
LF
550
Lee Financial
Texas
$52K