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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
576
Bremer Bank National Association
Minnesota
$69K +$65.5K +515 New
GWS
577
Glassman Wealth Services
Virginia
$66K
HNB
578
Huntington National Bank
Ohio
$65K
IWP
579
Icon Wealth Partners
Texas
$65K +$63.7K +501 New
TC
580
Truvestments Capital
Florida
$65K +$64.1K +504 New
ONST
581
Old North State Trust
North Carolina
$64K -$125K -986 -66%
BWA
582
Burt Wealth Advisors
Maryland
$64K
DOA
583
D'Orazio & Associates
Virginia
$64K
BCWM
584
Bartlett & Co Wealth Management
Ohio
$62.1K
BC
585
Bartlett & Co
Ohio
$62K
AIA
586
Alera Investment Advisors
Illinois
$59K
WAP
587
Wealthcare Advisory Partners
Pennsylvania
$58K -$6.36K -50 -10%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$57K -$382 -3 -0.7%
Barclays
589
Barclays
United Kingdom
$57K +$55.8K +439 New
SFSIG
590
San Francisco Sentry Investment Group
California
$55K -$16.8K -132 -24%
JWM
591
Janiczek Wealth Management
Colorado
$54K
SIS
592
Sound Income Strategies
Florida
$53K
VFA
593
Valeo Financial Advisors
Indiana
$52K -$32.9K -259 -39%
BA
594
Belvedere Advisors
California
$51K +$50.6K +398 New
TF
595
Tompkins Financial
New York
$50K
OC
596
Oakworth Capital
Alabama
$48K -$62.7K -493 -57%
AWM
597
Aevitas Wealth Management
Massachusetts
$48K
LF
598
Lee Financial
Texas
$48K
RCAG
599
Rehmann Capital Advisory Group
Michigan
$46.7K +$46.2K +363 New
VNA
600
Valley National Advisers
Pennsylvania
$46K