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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
526
The Family Firm
Maryland
$232K +$26.1K +201 +13%
WA
527
Wambolt & Associates
Colorado
$230K
IP
528
Intellectus Partners
California
$230K +$260 +2 +0.1%
RWM
529
RKL Wealth Management
Pennsylvania
$226K -$31.6K -243 -12%
FCA
530
FinTrust Capital Advisors
South Carolina
$226K
Principal Financial Group
531
Principal Financial Group
Iowa
$225K +$7.54K +58 +3%
HCA
532
Harbour Capital Advisors
Virginia
$224K -$25.1K -193 -10%
LRPA
533
L. Roy Papp & Associates
Arizona
$219K +$218K +1,679 New
SFG
534
StrategIQ Financial Group
Indiana
$218K
PO
535
Private Ocean
California
$215K -$15.2K -117 -7%
SAM
536
Summit Asset Management
Tennessee
$212K
EWA
537
EP Wealth Advisors
California
$208K -$20.2K -155 -9%
CIC
538
Carnegie Investment Counsel
Ohio
$208K -$520 -4 -0.3%
EA
539
Elm Advisors
California
$208K
WWM
540
Windsor Wealth Management
Indiana
$207K
CSIA
541
Charles Schwab Investment Advisory
California
$207K +$206K +1,588 New
ACP
542
Arcus Capital Partners
Georgia
$206K +$910 +7 +0.4%
CAL
543
Capital Advisors Ltd
Ohio
$206K +$54K +415 +36%
PP
544
PDS Planning
Ohio
$204K -$11.4K -88 -5%
RFC
545
Regions Financial Corp
Alabama
$204K +$26.9K +207 +15%
CBU
546
CIBC Bank USA
Illinois
$203K -$57.2K -440 -22%
PWMG
547
Prestige Wealth Management Group
New Jersey
$202K -$126K -968 -39%
BW
548
Bison Wealth
Georgia
$202K
AIC
549
Ameritas Investment Company
Nebraska
$202K +$198K +1,526 +6,358%
SKK
550
Shepherd Kaplan Krochuk
Massachusetts
$201K -$528K -4,060 -72%