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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
526
Wintrust Investments
Illinois
$276K +$274K +2,140 New
Principal Financial Group
527
Principal Financial Group
Iowa
$275K +$52.7K +412 +24%
LWAC
528
Laurel Wealth Advisors (California)
California
$273K +$1.79K +14 +0.7%
PFGIA
529
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$6.91K +54 +3%
EWMCB
530
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$271K – – –
LFAS
531
Level Four Advisory Services
Texas
$270K -$8.83K -69 -3%
IB
532
Intrust Bank
Kansas
$263K -$75K -586 -22%
LC
533
LCNB Corp
Ohio
$263K – – –
FA
534
FCG Advisors
New Jersey
$261K +$12K +94 +5%
RG
535
Rathbones Group
United Kingdom
$258K – – –
ACP
536
Arcus Capital Partners
Georgia
$255K +$51.1K +399 +25%
MMHP
537
Murphy Middleton Hinkle & Parker
Georgia
$254K – – –
CC
538
Claybrook Capital
Massachusetts
$250K – – –
TFS
539
Thoroughbred Financial Services
Tennessee
$248K +$246K +1,922 New
GVAG
540
Great Valley Advisor Group
Delaware
$241K -$208K -1,624 -46%
B
541
Bridgeworth
Alabama
$238K – – –
TFCP
542
Twin Focus Capital Partners
Massachusetts
$238K – – –
FWM
543
Frontier Wealth Management
Missouri
$236K -$1.15K -9 -0.5%
TA
544
TFG Advisers
Michigan
$234K -$3.97K -31 -2%
PHS
545
Pekin Hardy Strauss
Illinois
$233K +$232K +1,810 New
IA
546
IFG Advisory
Georgia
$232K -$266K -2,082 -54%
LW
547
Linscomb Wealth
Texas
$231K +$230K +1,794 New
SQA
548
Simon Quick Advisors
New Jersey
$227K -$122K -951 -35%
IP
549
Intellectus Partners
California
$226K +$384 +3 +0.2%
FCA
550
FinTrust Capital Advisors
South Carolina
$224K – – –