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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
526
StrategIQ Financial Group
Indiana
$215K +$212K +1,670 New
Principal Financial Group
527
Principal Financial Group
Iowa
$214K -$5.35M -42,064 -96%
PP
528
PDS Planning
Ohio
$213K -$161K -1,269 -43%
MWM
529
Meridian Wealth Management
Kentucky
$211K +$209K +1,642 New
SAM
530
Summit Asset Management
Tennessee
$209K +$207K +1,625 New
CIC
531
Carnegie Investment Counsel
Ohio
$206K +$203K +1,598 New
EA
532
Elm Advisors
California
$205K +$203K +1,595 New
WWM
533
Windsor Wealth Management
Indiana
$203K +$201K +1,578 New
TFF
534
The Family Firm
Maryland
$203K +$201K +1,579 New
W
535
WealthOne
New York
$202K +$763 +6 +0.4%
ACP
536
Arcus Capital Partners
Georgia
$202K +$200K +1,570 New
BF
537
Blankinship & Foster
California
$201K +$199K +1,562 New
BW
538
Bison Wealth
Georgia
$200K +$197K +1,550 New
SNT
539
Security National Trust
West Virginia
$196K
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$188K +$7.89K +62 +4%
ZB
541
Zions Bancorporation
Utah
$186K +$183K +1,442 New
SBL
542
Sargent Bickham Lagudis
Colorado
$184K +$2.16K +17 +1%
AIM
543
Advantage Investment Management
Iowa
$183K -$44.3K -348 -20%
CC
544
Cassaday & Co
Virginia
$182K -$41.7K -328 -19%
RFC
545
Regions Financial Corp
Alabama
$174K -$45.3K -356 -21%
TFS
546
TrustCore Financial Services
Tennessee
$168K +$166K +1,308 New
WEC
547
Winslow Evans & Crocker
Massachusetts
$164K
CB
548
Community Bank
New York
$162K +$50.9K +400 +47%
PFBT
549
Parkside Financial Bank & Trust
Missouri
$156K +$155K +1,215 New
SSB
550
Sandy Spring Bank
Maryland
$154K