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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
551
Ballentine Partners
Massachusetts
$2.62M +$60.9K +262 +2%
WP
552
WealthShield Partners
North Carolina
$2.62M -$1.12M -4,819 -31%
PFS
553
Prospera Financial Services
Texas
$2.62M -$17K -73 -0.7%
SMA
554
Sage Mountain Advisors
Georgia
$2.62M -$233 -1 -0%
TC
555
Trust Company
Kansas
$2.62M +$488K +2,097 +24%
PA
556
Powerhouse Assets
Massachusetts
$2.62M -$7.21K -31 -0.3%
WA
557
Waystone Advisors
Washington
$2.61M +$359K +1,542 +17%
BAMG
558
Brand Asset Management Group
Missouri
$2.6M -$140K -601 -5%
MC
559
Matisse Capital
Oregon
$2.59M
MA
560
MONECO Advisors
Connecticut
$2.58M +$89.3K +384 +4%
SI
561
Seeds Investor
New York
$2.55M -$17.9K -77 -0.7%
ST
562
Sageworth Trust
Pennsylvania
$2.55M -$1.05M -4,500 -30%
KWA
563
Kingswood Wealth Advisors
California
$2.55M +$144K +621 +6%
FWI
564
Facet Wealth Inc
Maryland
$2.55M -$4.7M -20,185 -66%
CA
565
Clune & Associates
Illinois
$2.53M -$423K -1,817 -15%
PL
566
Plancorp LLC
Missouri
$2.53M -$284K -1,222 -10%
SWP
567
Stratos Wealth Partners
Ohio
$2.53M +$117K +504 +5%
SFP
568
Sterling Financial Planning
New Jersey
$2.52M -$6.28K -27 -0.3%
MSF
569
Mustard Seed Financial
Arkansas
$2.51M +$29.3K +126 +1%
NP
570
NorthRock Partners
Minnesota
$2.51M -$261K -1,121 -10%
FAI
571
Fiduciary Advisors Inc
Missouri
$2.5M -$85.1K -366 -3%
QWP
572
Quotient Wealth Partners
Texas
$2.49M -$26.8K -115 -1%
RCM
573
RMR Capital Management
California
$2.49M +$30.5K +131 +1%
Vanguard Advisers Inc
574
Vanguard Advisers Inc
Pennsylvania
$2.48M +$87.7K +377 +4%
KeyBank National Association
575
KeyBank National Association
Ohio
$2.48M +$109K +470 +5%