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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$1.05M +$29.8K +182 +3%
WA
552
Waverly Advisors
Alabama
$1.05M -$7.93M -48,341 -87%
FCH
553
Freestone Capital Holdings
Washington
$1.05M +$84.5K +515 +8%
CFGS
554
Concourse Financial Group Securities
Alabama
$1.05M +$189K +1,151 +20%
CTA
555
Chesley Taft & Associates
Illinois
$1.04M
HA
556
HC Advisors
Georgia
$1.04M +$81K +494 +8%
CFG
557
Citizens Financial Group
Rhode Island
$1.04M +$21.2K +129 +2%
RHBC
558
R.H. Bluestein & Co
Michigan
$1.03M +$26.1K +159 +2%
DB
559
Dravo Bay
Delaware
$1.03M -$135K -824 -11%
WP
560
Wealthspan Partners
Iowa
$1.03M +$76.6K +467 +7%
BWP
561
BSW Wealth Partners
Colorado
$1.02M -$611K -3,728 -35%
DAS
562
Dynamic Advisor Solutions
Arizona
$1.02M +$212K +1,295 +24%
TMWM
563
Taylor & Morgan Wealth Management
Michigan
$1.01M -$44.4K -271 -4%
Wealthfront Advisers
564
Wealthfront Advisers
California
$1.01M +$50K +305 +5%
OPS
565
Orion Portfolio Solutions
Nebraska
$1M +$266K +1,620 +32%
JWM
566
Janiczek Wealth Management
Colorado
$998K -$164K -1,000 -14%
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$997K -$5.41K -33 -0.5%
GA
568
GFS Advisors
Texas
$993K -$108K -657 -9%
IA
569
Insight Advisors
Pennsylvania
$993K -$7.38K -45 -0.7%
PSF
570
Pacific Sun Financial
California
$987K +$43.5K +265 +4%
KAM
571
KEB Asset Management
Illinois
$984K -$96.6K -589 -8%
CWM
572
Collaborative Wealth Management
Florida
$984K +$1.08M +6,567 New
BS
573
Boenning & Scattergood
Pennsylvania
$982K -$234K -1,425 -18%
KA
574
Klingman & Associates
New York
$981K -$2.13K -13 -0.2%
TFS
575
TrustCore Financial Services
Tennessee
$975K -$50.7K -309 -5%