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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MD
526
Money Design
Japan
$106K +$63.8K +455 +150%
CHP
527
Cable Hill Partners
Oregon
$103K – – –
HT
528
Heritage Trust
Oklahoma
$98K – – –
MWPCG
529
Measured Wealth Private Client Group
New Hampshire
$88K +$89K +635 New
BAMG
530
Brand Asset Management Group
Missouri
$87K – – –
SBL
531
Sargent Bickham Lagudis
Colorado
$82K +$7.57K +54 +10%
BWA
532
Burt Wealth Advisors
Maryland
$80K – – –
PWAG
533
Polaris Wealth Advisory Group
California
$73K +$24.8K +177 +51%
BWA
534
BDO Wealth Advisors
Florida
$72K – – –
GWS
535
Glassman Wealth Services
Virginia
$72K – – –
SFSIG
536
San Francisco Sentry Investment Group
California
$72K – – –
RMAM
537
Raab & Moskowitz Asset Management
New Jersey
$71K +$72.4K +516 New
BCWM
538
Bartlett & Co Wealth Management
Ohio
$70.1K -$8.83K -63 -11%
BC
539
Bartlett & Co
Ohio
$70K -$8.83K -63 -11%
RWA
540
River Wealth Advisors
Pennsylvania
$66K +$4.91K +35 +8%
JWA
541
JFS Wealth Advisors
Pennsylvania
$66K +$41.6K +297 +168%
VIA
542
Vantage Investment Advisors
Pennsylvania
$64K +$21.9K +156 +51%
PCM
543
Princeton Capital Management
New Jersey
$61K +$30.6K +218 +100%
JWM
544
Janiczek Wealth Management
Colorado
$59K – – –
SIS
545
Sound Income Strategies
Florida
$57K – – –
HNB
546
Huntington National Bank
Ohio
$55K – – –
TF
547
Tompkins Financial
New York
$55K – – –
APP
548
Avantax Planning Partners
Iowa
$55K +$55.5K +396 New
AWM
549
Aevitas Wealth Management
Massachusetts
$53K +$28K +200 +111%
UBS AM
550
UBS AM
Illinois
$52.3K +$3.23K +23 +7%