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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
576
MidWestOne Financial Group
Iowa
$1.64M +$257K +1,574 +21%
PD
577
Planning Directions
Pennsylvania
$1.62M -$2.94K -18 -0.2%
NFG
578
Nations Financial Group
Iowa
$1.6M +$30.2K +185 +2%
MA
579
MONECO Advisors
Connecticut
$1.58M +$35.9K +220 +3%
BCI
580
Brinker Capital Investments
Pennsylvania
$1.58M +$103K +628 +8%
OPS
581
Orion Portfolio Solutions
Nebraska
$1.58M +$103K +628 +8%
WFS
582
Weitzel Financial Services
Iowa
$1.55M +$63.2K +387 +5%
SFA
583
Sequoia Financial Advisors
Ohio
$1.55M +$437K +2,674 +45%
GPA
584
Guidance Point Advisors
Massachusetts
$1.55M +$8.81K +54 +0.6%
MFS
585
McNamara Financial Services
Massachusetts
$1.55M -$7.35K -45 -0.5%
GRP
586
Global Retirement Partners
California
$1.55M -$40.8K -250 -3%
CIBC Private Wealth Group
587
CIBC Private Wealth Group
Georgia
$1.53M +$35.8K +219 +3%
JFG
588
Jefferies Financial Group
New York
$1.52M -$479K -2,935 -26%
CWAG
589
Compton Wealth Advisory Group
Virginia
$1.52M
HR
590
Hardy Reed
Mississippi
$1.52M
OCPWS
591
One Charles Private Wealth Services
Massachusetts
$1.52M +$142K +868 +11%
Neuberger Berman Group
592
Neuberger Berman Group
New York
$1.51M +$583K +3,571 +74%
PWM
593
PBMares Wealth Management
Virginia
$1.5M -$18.1K -111 -1%
BMCM
594
Burns Matteson Capital Management
New York
$1.49M -$149K -912 -10%
CA
595
Continuum Advisory
Idaho
$1.48M -$1.66M -10,159 -55%
MFIM
596
Mesirow Financial Investment Management
Illinois
$1.48M +$1.34M +8,203 New
Empower Advisory Group
597
Empower Advisory Group
Colorado
$1.48M +$44.6K +273 +3%
SCG
598
Sonata Capital Group
Washington
$1.47M +$188K +1,150 +16%
EHAM
599
Eagle Harbor Asset Management
Washington
$1.46M -$70K -429 -5%
FLPIM
600
F.L. Putnam Investment Management
Massachusetts
$1.46M -$101K -621 -7%