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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
551
Independent Financial Group
California
$2.09M -$1.18M -5,769 -37%
Bessemer Group
552
Bessemer Group
New Jersey
$2.07M -$141K -692 -7%
1WA
553
180 Wealth Advisors
Washington
$2.06M +$12.7K +62 +0.6%
UWM
554
USAdvisors Wealth Management
Minnesota
$2.04M +$156K +763 +8%
BCM
555
BTC Capital Management
Iowa
$2.03M -$22.5K -110 -1%
RA
556
Riversedge Advisors
Delaware
$2.03M -$97.1K -475 -5%
SFS
557
Sowell Financial Services
Arkansas
$2M -$117K -573 -6%
CCM
558
Coldstream Capital Management
Washington
$1.98M -$2.26M -11,074 -54%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$1.97M
AC
560
AlphaCore Capital
California
$1.97M -$72.4K -354 -4%
CAG
561
Curtis Advisory Group
California
$1.96M +$23.1K +113 +1%
MFG
562
Magnus Financial Group
New York
$1.96M -$68.1K -333 -3%
AIM
563
Advyzon Investment Management
Illinois
$1.96M +$100K +491 +6%
TFS
564
Thoroughbred Financial Services
Tennessee
$1.95M +$48.1K +235 +3%
WCFA
565
Walkner Condon Financial Advisors
Wisconsin
$1.94M -$53.8K -263 -3%
LSA
566
Lion Street Advisors
Texas
$1.94M +$1.58M +7,730 +241%
WP
567
Wealthspan Partners
Iowa
$1.92M -$1.84K -9 -0.1%
LWM
568
Liberty Wealth Management
California
$1.92M -$16.2K -79 -0.9%
IAS
569
Insigneo Advisory Services
Florida
$1.91M +$211K +1,033 +13%
NP
570
NorthRock Partners
Minnesota
$1.91M +$170K +829 +10%
FUBT
571
First United Bank & Trust
Maryland
$1.9M +$25.1K +123 +1%
TWM
572
Topsail Wealth Management
North Carolina
$1.9M
TFP
573
Triune Financial Partners
Kansas
$1.9M -$818 -4 -0%
PVI
574
Pine Valley Investments
New Jersey
$1.89M -$43.3K -212 -2%
CIC
575
Chilton Investment Company
Connecticut
$1.88M +$1.84M +8,986 New