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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
551
Lindbrook Capital
California
$1.4M – – –
Kingsview Wealth Management
552
Kingsview Wealth Management
Oregon
$1.39M -$49.7K -312 -3%
Clearstead Advisors
553
Clearstead Advisors
Ohio
$1.38M +$256K +1,606 +23%
PWM
554
PBMares Wealth Management
Virginia
$1.38M -$1.02M -6,414 -42%
Great Valley Advisor Group
555
Great Valley Advisor Group
Delaware
$1.38M +$103K +648 +8%
RIA
556
Regal Investment Advisors
Michigan
$1.38M +$1.75K +11 +0.1%
TFF
557
The Family Firm
Maryland
$1.37M +$131K +821 +10%
FANJ
558
Financial Architects (New Jersey)
New Jersey
$1.37M -$1.75K -11 -0.1%
SCP
559
Stevens Capital Partners
Nebraska
$1.36M +$1.36M +8,568 New
MFS
560
McNamara Financial Services
Massachusetts
$1.36M +$17.8K +112 +1%
U.S. Capital Wealth Advisors
561
U.S. Capital Wealth Advisors
Texas
$1.36M +$63.7K +400 +5%
Valeo Financial Advisors
562
Valeo Financial Advisors
Indiana
$1.35M +$279K +1,754 +13%
HR
563
Hardy Reed
Mississippi
$1.34M -$197K -1,240 -13%
HCP
564
Hexagon Capital Partners
Arkansas
$1.34M -$105K -660 -7%
Synovus Financial
565
Synovus Financial
Georgia
$1.34M -$20.1K -126 -1%
GPA
566
Guidance Point Advisors
Massachusetts
$1.34M +$9.39K +59 +0.7%
VCM
567
Virtue Capital Management
Tennessee
$1.34M -$247K -1,552 -16%
MA
568
MONECO Advisors
Connecticut
$1.33M +$6.69K +42 +0.5%
Global Retirement Partners
569
Global Retirement Partners
California
$1.31M -$51.6K -324 -4%
TCM
570
Telos Capital Management
California
$1.31M +$41.2K +259 +3%
NDSI
571
Newman Dignan & Sheerar Inc
Rhode Island
$1.29M +$7.8K +49 +0.6%
GBT
572
Grove Bank & Trust
Florida
$1.28M -$364K -2,286 -22%
DWM
573
Defined Wealth Management
Oregon
$1.26M +$1.26M +7,908 New
BFS
574
Bickling Financial Services
Massachusetts
$1.26M +$1.75K +11 +0.1%
NFG
575
Nations Financial Group
Iowa
$1.25M +$2.87K +18 +0.2%