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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
551
Capital Investment Advisory Services
North Carolina
$91K +$101K +799 New
1IA
552
1834 Investment Advisors
Wisconsin
$89K +$1.26K +10 +1%
HT
553
Heritage Trust
Oklahoma
$80K
PCIA
554
Prime Capital Investment Advisors
Kansas
$77K +$85.9K +679 New
CFD
555
Creative Financial Designs
Indiana
$76K -$466K -3,685 -85%
VFA
556
Valeo Financial Advisors
Indiana
$76K -$55.5K -439 -40%
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$72K -$139K -1,101 -63%
MRC
558
Millburn Ridgefield Corp
New York
$71K -$162K -1,283 -67%
HNB
559
Huntington National Bank
Ohio
$68K
NS
560
NewDay Solutions
New Hampshire
$66K +$73.8K +583 New
SFSIG
561
San Francisco Sentry Investment Group
California
$63K +$5.06K +40 +8%
GWS
562
Glassman Wealth Services
Virginia
$59K
BTNA
563
Bremer Trust National Association
Minnesota
$59K +$65.2K +515 New
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$57K -$34.8K -275 -35%
BWA
565
Burt Wealth Advisors
Maryland
$57K -$9.11K -72 -13%
Chevy Chase Trust
566
Chevy Chase Trust
Maryland
$57K +$63.8K +504 New
DOA
567
D'Orazio & Associates
Virginia
$56K +$62.5K +494 New
BC
568
Bartlett & Co
Ohio
$55K -$2.53K -20 -4%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$54.7K -$2.53K -20 -4%
RWA
570
River Wealth Advisors
Pennsylvania
$54K
AIA
571
Alera Investment Advisors
Illinois
$52K +$58K +458 New
GWMIA
572
Global Wealth Management Investment Advisory
Florida
$51K +$56.6K +447 New
JWM
573
Janiczek Wealth Management
Colorado
$48K
SIS
574
Sound Income Strategies
Florida
$47K
TF
575
Tompkins Financial
New York
$44K -$633 -5 -1%